(Bloomberg) — Equities are overvalued and at risk of further losses as a divergence with bonds is yet to close, say JPMorgan Chase & Co. strategists. Most Read from Bloomberg The modest decl...
Tag: Kolanovic
JPMorgan’s Kolanovic Urges Investors to Ditch Stocks for Bonds
(Bloomberg) — JPMorgan Chase & Co. strategist Marko Kolanovic said he is “turning more defensive,” recommending that investors fade this year’s stock rally because “a recession is currently ...
JPMorgan’s Kolanovic Calls Latest Stock Rally a Bear-Market Trap
(Bloomberg) — JPMorgan Chase & Co. strategist Marko Kolanovic reiterated Monday that investors should fade last week’s Federal Reserve-induced stock-market rally, arguing that the US economy...
JPMorgan’s Kolanovic sees correction, hard landing
JPMorgan’s Marko Kolanovic is abstaining from the early 2023 rally. Instead, the Institutional Investor hall-of-famer is bracing for a 10% or more correction in the first half of this year, tell...
JPMorgan’s Kolanovic Cuts Equity Allocation Again on Growth Risk
(Bloomberg) — JPMorgan Chase & Co. strategist Marko Kolanovic reiterated Tuesday that he sees downside risk for the stock market in the first quarter, with the bank reducing its recommended ...
JPMorgan’s Kolanovic Says Sell Energy Stocks With Oil Gap Wide
(Bloomberg) — One of the most bullish Wall Street voices on oil and gas stocks, JPMorgan Chase & Co. strategist Marko Kolanovic, is telling investors to sell energy as share prices and oil p...
Fearing a hawkish Fed? Here’s what’s likely limiting more downside in the stock market, according to JPMorgan’s Marko Kolanovic.
The stock market has been under pressure since the inflation report for August came in surprisingly strong last week, but JPMorgan Chase & Co.’s chief market strategist, Marko Kolanovic, doesn’t s...
JPMorgan’s Kolanovic Says Time to Trim Stocks, Buy Commodities
(Bloomberg) — Investors should modestly trim stock holdings and shift the money to commodities after equities outpaced other assets amid receding recession fears, according to JPMorgan Chase &am...
JPMorgan’s Kolanovic Sees a 7% Boost for Stocks From Rebalancing
(Bloomberg) — JPMorgan Chase & Co.’s Marko Kolanovic, a steadfast bull on US equities during this year’s selloff, is calling for stocks to rise 7% next week as pension and sovereign wealth f...
$150 oil won’t cripple economy, market: J.P. Morgan’s Marko Kolanovic
J.P. Morgan’s Marko Kolanovic predicts oil is surging higher — but so are stocks. Kolanovic, who serves as the firm’s chief global markets strategist and co-head of global research, believ...
JPMorgan’s Kolanovic Says Add Risk Assets on ‘Peak Hawkishness’
(Bloomberg) — Marko Kolanovic’s repeated dip-buying calls are failing to play out so far this year, but he’s sticking to his bullish stance on risk and urging investors to increase holdings in b...
JPMorgan’s Kolanovic Says Market Bubble Corrections Almost Over
(Bloomberg) — The rout in tech, biotechnology and emerging-markets stocks may be nearly over, and it’s time for investors to start adding to beaten-down, high-beta positions, according to JPMorg...