Next Week's Rebalancing Could Drive Stocks Up 7%, JP Morgan's Kolanovic Predicts

1.81K
Comment
3

Next Week's Rebalancing Could Drive Stocks Up 7%, JP Morgan's Kolanovic Predicts

StreetInsider2022-06-25

Market bull Marko Kolanovic from JP Morgan helped set the stage for today's stock market rally after publishing a bullish 2nd-half global markets outlook, which predicts no recession and lower ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

1.81K

Report

Comment

_J_R_
·2022-06-27
K
Reply
Like
Report
Alisont09
·2022-06-27
Nice
Reply
1
Report
Joelchua
·2022-06-27
Great write up
Reply
Like
Report
Sephiro
·2022-06-27
Ok
Reply
Like
Report
YJ Lee
·2022-06-27
Ok
Reply
Like
Report
PCK
·2022-06-27
👍
Reply
Like
Report
Chitz
·2022-06-27
Like
Reply
1
Report
Remedy
·2022-06-27
Like pls
Reply
1
Report
Llim
·2022-06-27
Like
Reply
1
Report
ArcherWG
·2022-06-27
Noted
Reply
1
Report
SPOT_ON
·2022-06-27
Rocket
Reply
2
Report
Yappy
·2022-06-27
Like
Reply
2
Report
Seah CL
·2022-06-27
K
Reply
2
Report
jannn
·2022-06-27
[smile]
Reply
2
Report
phantom74
·2022-06-27
Like
Reply
1
Report
GeraldLee
·2022-06-27
공유해 주셔서 감사합니다!
Reply
1
Report
FrankieTok
·2022-06-27
Ok
Reply
1
Report
Tigal80
·2022-06-27
yes
Reply
2
Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/1199426737?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2022-06-25 07:12","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1199426737","market":"us","top_or_hot":-1,"title":"Next Week's Rebalancing Could Drive Stocks Up 7%, JP Morgan's Kolanovic Predicts","media":"StreetInsider","content":"<div>\n<p>Market bull Marko Kolanovic from JP Morgan helped set the stage for today's stock market rally after publishing a bullish 2nd-half global markets outlook, which predicts no recession and lower ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20253390\">Source Link</a>\n\n</div>\n","source":"highlight_streetinsider","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Next Week's Rebalancing Could Drive Stocks Up 7%, JP Morgan's Kolanovic Predicts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNext Week's Rebalancing Could Drive Stocks Up 7%, JP Morgan's Kolanovic Predicts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-25 07:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20253390><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Market bull Marko Kolanovic from JP Morgan helped set the stage for today's stock market rally after publishing a bullish 2nd-half global markets outlook, which predicts no recession and lower ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20253390\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":".DJI","symbol_name":"道琼斯","start_time":0,"source_url":"https://www.streetinsider.com/dr/news.php?id=20253390","article_id":"1199426737","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1199426737","pubTimestamp":1656112335,"sourceInfo":{"source_id":"highlight_streetinsider","name":"StreetInsider"},"weMediaInfo":null,"summary":"Market bull Marko Kolanovic from JP Morgan helped set the stage for today's stock market rally after","collect":0,"end_time":0,"defaultTopTitle":"streetinsider.com","property":[],"viewcount":null,"language":"en","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","IWM":"罗素2000指数ETF"},"translate_title":"摩根大通的科拉诺维奇预测，下周的再平衡可能会推动股市上涨7%","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"IWM":0.9},"content_text":"Market bull Marko Kolanovic from JP Morgan helped set the stage for today's stock market rally after publishing a bullish 2nd-half global markets outlook, which predicts no recession and lower inflation.In addition, he followed it up with a report that suggested an end-of-month and quarter rebalancing could push the stock market up 7% next week.On the global outlook, Kolanovic highlights that their economics department does not see a recession materializing this year. A recession is not their base case over the next 12 months, in fact, they see global growth accelerating from 1.3% in the first half of this year to 3.1% in the second half.On inflation, they see it declining from a 9.4% annualized rate in the first half to 4.2% in the second half. This will allow central banks to pivot and avoid producing an economic downturn. Given their view of no recession, risky asset prices are \"too cheap,\" he said.In this morning's note on end-of-month and quarter rebalancing, Kolanovic said while rebalances are usually not the main driver of the market, next week's rebalancing will be different. This is due to the fact that equity markets were down significantly over the past month, quarter, and six-month time periods and it is happening in a period of low liquidity. In addition, the market is in an \"oversold condition, cash balances are at record level, and recent market shorting activity reached levels not seen since 2008.\"\"This year the impact of rebalances have been significant due to large market moves and low liquidity. For instance, near the end of the first quarter, the market was down ~10%, and experienced a significant ~7% rally in the last week going into quarter-end,\" Kolanovic explains. \"On the most recent monthly rebalance, near the end of May, the market was down 10%, and experienced a significant rally of ~7% going into month end.Let’s look at the current rebalance setup. Broad equities are down 21% for the year (9% vs bonds), 16% for the quarter (11% vs bonds), and 9% for the month (7% vs bonds). Rebalances across all 3 lookback windows would reinforce and, based on historical regression, would imply a ~7% move up in equities next week.\"","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":9046632480,"gmtCreate":1656338332140,"gmtModify":1676535808865,"author":{"id":"3578740811020073","authorId":"3578740811020073","name":"_J_R_","avatar":"https://static.tigerbbs.com/ea3e25891715133cf383f8a5bbd5435a","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":4,"crmLevelSwitch":1},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046632480","repostId":1199426737,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9046638802,"gmtCreate":1656338161706,"gmtModify":1676535808830,"author":{"id":"3581665238356719","authorId":"3581665238356719","name":"Alisont09","avatar":"https://static.tigerbbs.com/f85f7a818c9ddf9ce07fd560149bcc33","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046638802","repostId":1199426737,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9046631877,"gmtCreate":1656338098199,"gmtModify":1676535808789,"author":{"id":"3573623922395080","authorId":"3573623922395080","name":"Joelchua","avatar":"https://static.tigerbbs.com/86d144e798e3c2296cff8b32230b3be8","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Great write up","listText":"Great write up","text":"Great write up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046631877","repostId":1199426737,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9046032951,"gmtCreate":1656283456674,"gmtModify":1676535796056,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046032951","repostId":1199426737,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9046038360,"gmtCreate":1656283344250,"gmtModify":1676535796002,"author":{"id":"4108816210230400","authorId":"4108816210230400","name":"YJ Lee","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046038360","repostId":1199426737,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9046097652,"gmtCreate":1656282972276,"gmtModify":1676535795908,"author":{"id":"3568080589577956","authorId":"3568080589577956","name":"PCK","avatar":"https://static.tigerbbs.com/31fca8dc8270fe22c49e0f5ad8bfdc4c","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046097652","repostId":1199426737,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9046095555,"gmtCreate":1656282874177,"gmtModify":1676535795853,"author":{"id":"3574934277926519","authorId":"3574934277926519","name":"Chitz","avatar":"https://static.tigerbbs.com/988984eee397d7e772b978815d9b162e","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046095555","repostId":1199426737,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9046098798,"gmtCreate":1656282636614,"gmtModify":1676535795792,"author":{"id":"3581759751571815","authorId":"3581759751571815","name":"Remedy","avatar":"https://static.tigerbbs.com/3ee44c4275133fc0f9b0a167e321a09e","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046098798","repostId":1199426737,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9046099458,"gmtCreate":1656282422874,"gmtModify":1676535795716,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046099458","repostId":1199426737,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9046004786,"gmtCreate":1656282136645,"gmtModify":1676535795462,"author":{"id":"3581837121803380","authorId":"3581837121803380","name":"ArcherWG","avatar":"https://community-static.tradeup.com/news/38e40c44fababa6849ceb15dfe8931a3","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046004786","repostId":1199426737,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9048774059,"gmtCreate":1656281284071,"gmtModify":1676535795227,"author":{"id":"3582922989777578","authorId":"3582922989777578","name":"SPOT_ON","avatar":"https://static.tigerbbs.com/080f029371339d9db26930961de6adb1","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":4,"crmLevelSwitch":1},"htmlText":"Rocket&nbsp;","listText":"Rocket&nbsp;","text":"Rocket","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048774059","repostId":1199426737,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9048772302,"gmtCreate":1656281104706,"gmtModify":1676535795179,"author":{"id":"3572077804076143","authorId":"3572077804076143","name":"Yappy","avatar":"https://static.tigerbbs.com/ab4d89913ade03f15c782b99132ba22f","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048772302","repostId":1199426737,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9048771462,"gmtCreate":1656280954757,"gmtModify":1676535795120,"author":{"id":"4102135564535180","authorId":"4102135564535180","name":"Seah CL","avatar":"https://community-static.tradeup.com/news/970bca7b04e85a42a2c8eabed7ec96d0","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048771462","repostId":1199426737,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9048771946,"gmtCreate":1656280885785,"gmtModify":1676535795098,"author":{"id":"3580090055250591","authorId":"3580090055250591","name":"jannn","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048771946","repostId":1199426737,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9048779949,"gmtCreate":1656280603481,"gmtModify":1676535795049,"author":{"id":"3570342809089528","authorId":"3570342809089528","name":"phantom74","avatar":"https://static.tigerbbs.com/c87ef2af41b8696be86cceafb5b5723d","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":3,"crmLevelSwitch":0},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048779949","repostId":1199426737,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9048742558,"gmtCreate":1656279819174,"gmtModify":1676535794952,"author":{"id":"3574715591870441","authorId":"3574715591870441","name":"GeraldLee","avatar":"https://static.tigerbbs.com/7455e2a2eb175ec763af1f094563a53f","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"공유해 주셔서 감사합니다!&nbsp;","listText":"공유해 주셔서 감사합니다!&nbsp;","text":"공유해 주셔서 감사합니다!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048742558","repostId":1199426737,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9048749550,"gmtCreate":1656278862170,"gmtModify":1676535794843,"author":{"id":"3574939514199057","authorId":"3574939514199057","name":"FrankieTok","avatar":"https://static.tigerbbs.com/0b65f73d55f0d11210ac82b597a07550","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048749550","repostId":1199426737,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9048740702,"gmtCreate":1656278613206,"gmtModify":1676535794772,"author":{"id":"3575390834397772","authorId":"3575390834397772","name":"Tigal80","avatar":"https://static.tigerbbs.com/86f76710483a16eae0642572ffa5f1be","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048740702","repostId":1199426737,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":1814,"commentSize":0,"repostSize":0,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false}}