JPMorgan’s Kolanovic Says It’s Time to Take Some Profits on Stocks

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JPMorgan’s Kolanovic Says It’s Time to Take Some Profits on Stocks

Bloomberg2022-04-12

Strategist softens bullishness amid share rebound, hawkish Fed‘Big rise in real yields from here seems less likely,’ he saysMarko KolanovicSource: BloombergMarko Kolanovic, a steadfast bull on U.S. ...

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chews
·2022-04-12
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robot1234
·2022-04-12
During yesterday trading, all 3 major indices fell. DJIA fell around 1.2%, S&P 500 around 1.7% and Nasdaq around 2.2%. The bearish mood come as investors await the release of March’s highly anticipated CPI on Tuesday. The data is expected to show an 8.4% annual increase in prices — the highest level since December 1981. The 10-year Treasury yield topped 2.79%, its highest level since January 2019. The Covid-19 pandemic, US-China conflicts and Ukraine crisis will further dampen investors' sentiment. Going forward, can expect more volatility and bearishness
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Lord Tan
·2022-04-12
Lost everything in this evil
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YMF808
·2022-04-12
Good advice
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On Monday, Wilson said both the bond markets and the S&P 500 are too sanguine about the economic outlook.Yet despite latest revisions, Kolanovic continues to recommend holding more stocks and fewer bonds than suggested by benchmarks to benefit from sustained economic growth.Source: JPMorganThe S&P 500 has retraced more than half of its January-February losses. While the rally has stalled into April, the benchmark index now sits 6% above its March trough.Within the equity universe, the strategist advised investors to favor emerging markets, as the Federal Reserve turns more aggressive in its rate-hiking campaign to tame inflation, while China’s central bank is expected to ease monetary policy as early as this month.Overall the strategist remains sanguine on the Treasury threat to risk assets.“If bond yield rises continue, they could eventually become a problem for equities, but we believe current real bond yields at around zero are not high enough to materially challenge equities,” he wrote. “Given low bond positioning, a further big rise in real yields from here seems less likely.”","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[{"id":9017017388,"gmtCreate":1649725016548,"gmtModify":1676534558049,"author":{"id":"3569931936965010","authorId":"3569931936965010","name":"chews","avatar":"https://static.tigerbbs.com/6c1fa6f2842229096200b78fa2605616","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017017388","repostId":1176092476,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9014771193,"gmtCreate":1649722187462,"gmtModify":1676534556909,"author":{"id":"3561596430587504","authorId":"3561596430587504","name":"robot1234","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":6,"crmLevelSwitch":1},"htmlText":"During yesterday trading, all 3 major indices fell. 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The Covid-19 pandemic, US-China conflicts and Ukraine crisis will further dampen investors' sentiment. Going forward, can expect more volatility and bearishness","text":"During yesterday trading, all 3 major indices fell. DJIA fell around 1.2%, S&P 500 around 1.7% and Nasdaq around 2.2%. The bearish mood come as investors await the release of March’s highly anticipated CPI on Tuesday. The data is expected to show an 8.4% annual increase in prices — the highest level since December 1981. The 10-year Treasury yield topped 2.79%, its highest level since January 2019. The Covid-19 pandemic, US-China conflicts and Ukraine crisis will further dampen investors' sentiment. Going forward, can expect more volatility and bearishness","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014771193","repostId":1176092476,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9014753562,"gmtCreate":1649721134576,"gmtModify":1676534556279,"author":{"id":"4109167805316160","authorId":"4109167805316160","name":"Lord Tan","avatar":"https://community-static.tradeup.com/news/ebfae2e0b36cb1355364c5cb23866d87","vip":1,"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":7,"crmLevelSwitch":1},"htmlText":"Lost everything in this evil","listText":"Lost everything in this evil","text":"Lost everything in this evil","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014753562","repostId":1176092476,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9014785271,"gmtCreate":1649719851165,"gmtModify":1676534555558,"author":{"id":"4087173082353320","authorId":"4087173082353320","name":"YMF808","avatar":"https://static.tigerbbs.com/4baafafa8982b2c0a7b4c828a5e3cbfb","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Good advice","listText":"Good advice","text":"Good advice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014785271","repostId":1176092476,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":133,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}