Marko Kolanovic: Most Portfolios Are Vulnerable To ‘Inflation Shock’
“If one stretches rubber too long, it eventually snaps,” JPMorgan’s Marko Kolanovic wrote Wednesday, in
“If one stretches rubber too long, it eventually snaps,” JPMorgan’s Marko Kolanovic wrote Wednesday, in
When JPMorgan set its year-end 2021 price target for the S&P late last year, it
A few weeks back, as an eventful first quarter melted into what’s expected to be
“There will be no monthly selling, and indeed there could be buying of equities into
Marko Kolanovic says the VIX is “bound to decline.” In a Wednesday note, Kolanovic blamed
Amid what it’s fair to describe as one of the most bizarre weeks in recent
“[The] outlook remains positive – buy the dip,” reads the first line of the latest
JPMorgan’s Marko Kolanovic grabbed plenty of headlines over the course of the pandemic, both within
The result of the US election is “likely the best of both worlds for stocks,”
If you’re reassessing your outlook for equities (or any other asset class) Friday in the
Earlier this month, JPMorgan’s Nikolaos Panigirtzoglou flagged the potential for some $200 billion in rebalancing
If you’re looking for an excuse to get tactically bearish, you might point to quarterly
JPMorgan’s Marko Kolanovic predicted Donald Trump’s election victory in 2016. In a note dated Monday,
For a decade (at least) investors have been afforded the opportunity to “have their cake
“Many investors did not participate in the equity rally”.
Positioning and low risk of new lockdowns justify a reasonably constructive take.
“Ultimately we think that politicizations of COVID-19 will backfire”…
“While the epidemic and markets largely followed our forecasts, politics emerged as a new and significant risk”.
“It should go without saying”…
Stocks are learning to “look through” and otherwise “write off” the worst data in the
“What is the right multiple given the unprecedented earnings hit, but also unprecedented monetary measures?
The “next shoe to drop”? Maybe not. And here’s why.
“The analogy is with an iceberg.”
Remember: The stimulus isn’t going away even if the virus does.
“…in the age of big data, machine learning and internet of things, this could be different.”
“…the response evolves initially from under-reaction, then overreaction and then converges closer to an optimal response.”
“Many aspects of this crisis have played out in-line with our prediction”.
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