Search Results for: kolanovic

“The most recent increase of geopolitical and monetary policy risks puts our 2022 price targets

The run up in terminal rate pricing and accompanying increase in US real yields are

JPMorgan’s Marko Kolanovic wants to “set the record straight.” Over the course of 2022, the

There are three possible scenarios for US growth, according to JPMorgan. One involves the risk

Whenever consensus turns even a semblance of cautious on equities and risk assets more generally,

Could rebalancing flows help US stocks log their largest weekly gain since November of 2020?

“We believe rates market repricing went too far and the Fed will surprise dovishly relative

“During the month of May, bearish investors took victory laps — until the last week

Some of the acute imbalances that drove inflation in developed economies to generational highs may

“Sentiment and positioning are now too bearish, in our view,” JPMorgan’s Marko Kolanovic said Tuesday,

Quite often, I’m compelled to emit a wry chuckle at the headlines emanating from mainstream

Marko Kolanovic is bullish on emerging market assets, and “in particular” China. Although the headline

It’s time to start adding risk. Or at least in market segments that may have

“How can this possibly end well?”, America’s largest bank wondered, in a new note. It

“The stock market is not only in correction, it is already in bear market territory

“Markets can handle Omicron and higher yields,” JPMorgan strategists led by Marko Kolanovic wrote Monday,

JPMorgan’s Marko Kolanovic sees something he hasn’t seen before. Namely, a paradoxical conjuncture that finds

“Our view is that 2022 will be the year of a full global recovery, an

JPMorgan’s Marko Kolanovic has a few questions about the Omicron variant and associated turmoil across

For the past couple of months, the Biden administration has been at pains to articulate

The financial media was awash this week with headlines about flattening yield curves and what

JPMorgan’s Marko Kolanovic doesn’t obfuscate. One hallmark of Kolanovic’s missives is a penchant for stating

I’ve used “mark to market” in tongue-in-cheek fashion on any number of occasions lately, mostly

Nearly a month on from raising their price target on the S&P, JPMorgan and Marko

An aggressive bond rally and the fading of 2021’s outperformance across various manifestations of the

Don’t spend too much time fretting over the COVID “Delta” variant. Or, actually, do spend

While some market participants believe the reflation trade may have largely run its course, JPMorgan’s