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Kolanovic - 3 JPMorgan's Marko Kolanovic - 2 Nela Richardson - 1 Elliott Management's - 1 Elliott - 1 Bob Jordan - 1 Gary Kelly - 1 JPMorgan's Kolanovic - 1
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Search resuls for: "JPMorgan's Kolanovic"


10 mentions found


☆ CNBC Daily Open: Tesla powers S&P 500, Nasdaq to record highs
  + stars: | 2024-07-04 | by ( Abid Ali | ) www.cnbc.com   time to read: +3 min
CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Record highsThe S&P 500 and the tech-heavy Nasdaq Composite closed at record highs in a shortened session ahead of the July 4 Independence Day holiday. The yield on the 10-year Treasury fell as the latest economic data indicated the jobs market was cooling. Despite some officials advocating for potential rate hikes, the Federal Open Market Committee ultimately decided to hold rates steady. [PRO] Tesla bull caseWedbush analyst Dan Ives raised his Tesla price target to $300 from $275, with a bull case of $400 by 2025.
Persons: Nela Richardson, Elliott Management's, Elliott, Bob Jordan, Gary Kelly, JPMorgan's Kolanovic, Marko Kolanovic, Kolanovic, Dubravko, Dan Ives Organizations: CNBC, Nasdaq, Nvidia, Dow Jones, Treasury, Federal Reserve, Federal, Market Committee, ADP, Southwest Airlines Locations: U.S
☆ JPMorgan's Kolanovic doubles down on bearish stance, says a 'second inflation wave' could take hold
  + stars: | 2024-02-21 | by ( Fred Imbert | ) www.cnbc.com   time to read: +2 min
The stock market's strong start to 2024 could be short lived as the door for inflation to come back remains wide open, according to JPMorgan's Marko Kolanovic. The S & P 500 is coming off its first weekly loss in six weeks. Year to date, the S & P 500 is up about 4% and reached an all-time high earlier this month above 5,000. "Optimism now is quite high and some describe the current regime as 'parabolic stock markets' and 'platinum-locks,'" he said. According to CNBC Pro's Market Strategist Survey , JPMorgan has an S & P 500 target of 4,200.
Persons: JPMorgan's Marko Kolanovic, Kolanovic Organizations: U.S . Bureau of Labor Statistics, CNBC Pro's, Survey, JPMorgan Locations: Japan, Germany, Europe
☆ The one thing in markets everyone should be watching
  + stars: | 2023-10-04 | by ( Matthew Fox | ) www.businessinsider.com   time to read: +6 min
The 10-Year US Treasury yield is arguably the most important thing to watch right now for investors. The 10-Year yield has soared to levels not seen since 2007, and that's having a big impact on stock prices. Here's what you need to know about what bond yields are doing to markets and the economy. Rising bond yields are also thrashing the bond market, as bond prices fall when yields rise. AdvertisementAdvertisementHigher interest rates also means higher credit card rates, leading to a rise in delinquencies in recent months.
Persons: —, It's, Ray Dalio, Bill Ackman, Bill Gross, JPMorgan's Marko Kolanovic, Kolanovic Organizations: Treasury, Service, Treasury Bond ETF, Fed, Pershing, CNBC Locations: delinquencies
☆ JPMorgan's Kolanovic warns of possible 'Minsky moment' ahead
  + stars: | 2023-03-20 | by ( Jeff Cox | ) www.cnbc.com   time to read: +2 min
Add up the recent bank failures, geopolitical shocks and uncertainty about central bank policy and you get the potential for a "Minsky moment" in markets, according to JPMorgan Chase. Marko Kolanovic, the firm's chief market strategist and co-head of global research, warned that the current conditions of unsustainable speculation and easy policy are ripe for a market collapse. "The possibility of a Minsky moment in markets and geopolitics has increased," he wrote in a client note Monday. "Even if central bankers successfully contain contagion, credit conditions look set to tighten more rapidly because of pressure from both markets and regulators." "Cracks are beginning to emerge in US credit fundamentals, and Euro credit spreads will likely continue to widen unless we see meaningful policy intervention," Kolanovic wrote.
☆ Reddit-loving retail investors are making their chaotic presence felt again - and their risky behavior is fueling a stock rally that doesn't look sustainable
  + stars: | 2023-02-23 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +6 min
Bullish sentiment has returned in a big way among retail investors as they've started the year piling record amounts into stocks. Speculative bets are backSome of what retail investors are buying has troubled observers. Different from 2021, however, is that institutional and retail investors look like they're on the same team, at least to a noticeable degree. To JPMorgan's Kolanovic, retail investors' optimism foreshadows future weakness in the stock market, as weak hands get wiped out by volatility, similar to how 2022 played out. With the Fed still set to tighten monetary policy, retail investors' enthusiasm for risky assets could backfire like it did last year.
☆ You could see 5% more downward pressure on the markets, says JPMorgan's Kolanovic
  + stars: | 2023-02-21 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailYou could see 5% more downward pressure on the markets, says JPMorgan's KolanovicJPMorgan's Marko Kolanovic joins 'Closing Bell: Overtime' to discuss where he sees the markets headed right now, as well as what he thinks the Fed is going to do.
☆ A former BlackRock stock chief says he thinks the S&P 500 will fall another 17% as investors ignore a growing mountain of tell-tale recession signals
  + stars: | 2023-02-18 | by ( William Edwards | ) www.businessinsider.com   time to read: +6 min
Doll says the S&P 500 will drop to 3,400 if a mild recession unfolds. If a more normal recession (more severe than a mild downturn) comes, Doll said the index could fall to 3,000. The Fed's recession probability tracker based on the yield curve also now puts the odds of a recession at 57%. Subramanian expects the S&P 500 to fall as low as 3,000, a view shared by Morgan Stanley's Mike Wilson. If trouble hits, like Doll and much of Wall Street expects, stocks could extend their fall to new lows.
☆ Retail investors are flooding into the stock market at a record level — Here's what they are buying
  + stars: | 2023-02-17 | by ( Michelle Fox | ) www.cnbc.com   time to read: +3 min
Retail investors poured a record amount of money into the stock market in January, according to Vanda Research. Retail investors' interest in the market picked up during the Covid pandemic, at one point fueling a meme-stock frenzy. JPMorgan's chief global market strategist, Marko Kolanovic, also recently noted the pickup in retail interest. Here are the top securities bought by retail investors so far this year, as of Feb. 15, according to Vanda Research. "Contrary to popular belief, retail money market funds' net assets at an all-time high suggest that retail investors still have plenty of capital to allocate to riskier investments, provided that market conditions remain supportive," he added.
☆ JPMorgan's Kolanovic gets even more underweight stocks as overtightening risk rises
  + stars: | 2023-01-18 | by ( John Melloy | ) www.cnbc.com   time to read: +2 min
JPMorgan's top market strategist Marko Kolanovic trimmed his allocation to equities further on concern the stock market is getting too optimistic about a economic soft landing by the Federal Reserve. Kolanovic, who gained a following for calling the stock market rebound during the pandemic in 2020, remains bullish on commodities. Within global equities, he is overweight China/emerging markets stocks on the reduction of Covid restrictions. Here's the asset allocation model from the bank now: Equities: Underweight by 3% (from 2% underweight) Govt. Despite being too optimistic during most of last year, the strategist said this asset allocation model still beat its benchmark.
☆ JPMorgan's Kolanovic downgrades 2023 S&P 500 EPS estimates, due to strong dollar and economic slowdown
  + stars: | 2022-10-25 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJPMorgan's Kolanovic downgrades 2023 S&P 500 EPS estimates, due to strong dollar and economic slowdownMarko Kolanovic, JPMorgan chief global market strategist, joins 'Closing Bell: Overtime' to discuss the Big Tech companies' earnings reports and what it means for the market.
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