JPMorgan's top equity strategist Kolanovic says the next market leg higher is coming soon

cnbc2021-06-08

After a calm spring, the stock market appears poised to push higher once again, according to JPMorgan’s Marko Kolanovic. After a dramatic comeback in 2020 and strong start to this year, the equity ...

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精彩评论

Sumei
2021-06-08
Sumei
Most of the analysts are seemingly talking down technology companies. To me it’s already been beaten down since Feb, then Match, then May. I’m hoping we see a bit more love for tech rather than the sell or stay away messages. Most of the growth companies have dropped by 30-60% since their ATH and they are slowly picking themselves up so please no more nay sayers…
- BlackDiamond:
  Yes, we should show some love to tech! They are drivers of the future!
MaxNZH
2021-06-08
MaxNZH
Like & comment
- 449ff09a:
  Hope back to growth stockes. like and comment
Slayer888
2021-06-08
Slayer888
Big boys always call the shot up or down
Pamee
2021-06-08
Pamee
Like n comment
- rawr:
  done
- Singman:
  pls do same to me.
- 449ff09a:
  Good
- Pamee:
  Yes
BpchuA
2021-06-08
BpchuA
Cool
Bodoh
2021-06-08
Bodoh
What bs

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180

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TheS&P 500is trading near a record high, but has been bouncing around the 4,200 level for more than a month.\nKolanovic, who gained a following on Wall Street over the past two years for his timely market calls during the pandemic, said in a note to clients on Monday that the market was positioned for a breakout.\n“The next leg higher is likely upon us, following the sideways move in markets and bond yields over the past two months, with Cyclicals expected to do better again vs Defensives,” the note said. “Despite peaking in some activity indicators, the market is likely to get comfortable that growth will remain significantly above trend in 2H, supported by both consumer and capex.”\nThe prediction for a move higher in stocks is part of Kolanovic’s larger risk-on view. The trading pattern of the broader market appears consistent with a pause in a bull market and not a set-up for a pullback, he said.\n“Our outlook remains positive for risky asset classes, with expectations for Equities and Commodities to have the highest return, and bond yields to continue their move higher. This pro-risk view is driven by the ongoing recovery from the pandemic ... accommodative monetary stance from global central banks, and still below-average positioning in risky asset classes such as equities and commodities,” the note said.\nThe strategist did warn that market participants and economists appear to be underestimating the risk of inflation in the second half of the year. Rising prices and Fed policy changes could lead to higher interest rates and impact which stocks turn out to be winners, Kolanovic said.\n“This suggests that it is premature to come back to Tech, but Value and value-oriented sectors should continue to outperform,” the note said.\nKolanovic has been bullish recently, telling CNBC in May that the market was “getting cheap” and in Januarydownplayed concerns that stocks were in a bubble.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":117901505,"gmtCreate":1623112144707,"gmtModify":1631891302408,"author":{"id":"3566259831309087","authorId":"3566259831309087","authorIdStr":"3566259831309087","name":"Sumei","avatar":"https://static.tigerbbs.com/ae0a2af1baf6b07a87ffdf41ea17959a","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3566259831309087"},"htmlText":"Most of the analysts are seemingly talking down technology companies. To me it’s already been beaten down since Feb, then Match, then May.&nbsp;I’m hoping we see a bit more love for tech rather than the sell or stay away messages. Most of the growth companies have dropped by 30-60% since their ATH and they are slowly picking themselves up so please no more nay sayers…&nbsp;","listText":"Most of the analysts are seemingly talking down technology companies. To me it’s already been beaten down since Feb, then Match, then May.&nbsp;I’m hoping we see a bit more love for tech rather than the sell or stay away messages. Most of the growth companies have dropped by 30-60% since their ATH and they are slowly picking themselves up so please no more nay sayers…&nbsp;","text":"Most of the analysts are seemingly talking down technology companies. To me it’s already been beaten down since Feb, then Match, then May. I’m hoping we see a bit more love for tech rather than the sell or stay away messages. Most of the growth companies have dropped by 30-60% since their ATH and they are slowly picking themselves up so please no more nay sayers…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/117901505","repostId":1186461122,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4629943,"gmtCreate":1623135288589,"gmtModify":1635332417818,"authorId":3585791183119162,"author":{"id":3585791183119162,"authorId":3585791183119162,"name":"BlackDiamond","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":117901505,"type":1,"supId":0,"prevId":0,"content":"Yes, we should show some love to tech! They are drivers of the future!","text":"Yes, we should show some love to tech! They are drivers of the future!","html":"Yes, we should show some love to tech! They are drivers of the future!"}],"langContent":"EN"},{"id":117079591,"gmtCreate":1623111769013,"gmtModify":1634036888888,"author":{"id":"3565330740240476","authorId":"3565330740240476","authorIdStr":"3565330740240476","name":"MaxNZH","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3565330740240476"},"htmlText":"Like &amp; comment","listText":"Like &amp; comment","text":"Like & 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down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/117013383","repostId":1186461122,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":117034747,"gmtCreate":1623109635589,"gmtModify":1634036939890,"author":{"id":"3574807827812946","authorId":"3574807827812946","authorIdStr":"3574807827812946","name":"Pamee","avatar":"https://static.tigerbbs.com/63a094df16f2aa38a7d0df4489bdccdb","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3574807827812946"},"htmlText":"Like n comment&nbsp;","listText":"Like n comment&nbsp;","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/117034747","repostId":1186461122,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4623253,"gmtCreate":1623109662888,"gmtModify":1635333075979,"authorId":3573824218341786,"author":{"id":3573824218341786,"authorId":3573824218341786,"name":"rawr","avatar":"https://static.tigerbbs.com/b0f47a4638adab510d5b8d13352c3095","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":117034747,"type":1,"supId":0,"prevId":0,"content":"<u>done</u>","text":"<u>done</u>","html":"<u>done</u>"},{"id":4623260,"gmtCreate":1623109681603,"gmtModify":1635333075230,"authorId":3575125836760247,"author":{"id":3575125836760247,"authorId":3575125836760247,"name":"Singman","avatar":"https://static.tigerbbs.com/d770feb757705f2d631d2d5f381ae07b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":117034747,"type":1,"supId":0,"prevId":0,"content":"pls do same to me.","text":"pls do same to me.","html":"pls do same to me."},{"id":4624535,"gmtCreate":1623112722723,"gmtModify":1635332938772,"authorId":3569133365230412,"author":{"id":3569133365230412,"authorId":3569133365230412,"name":"449ff09a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":117034747,"type":1,"supId":0,"prevId":0,"content":"Good","text":"Good","html":"Good"},{"id":4666076,"gmtCreate":1623323086133,"gmtModify":1635329357334,"authorId":3574807827812946,"author":{"id":3574807827812946,"authorId":3574807827812946,"name":"Pamee","avatar":"https://static.tigerbbs.com/63a094df16f2aa38a7d0df4489bdccdb","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":117034747,"type":1,"supId":4624535,"prevId":0,"content":"Yes","text":"Yes","html":"Yes"}],"langContent":"EN"},{"id":117033253,"gmtCreate":1623109442672,"gmtModify":1634036945614,"author":{"id":"3575867013914101","authorId":"3575867013914101","authorIdStr":"3575867013914101","name":"BpchuA","avatar":"https://static.tigerbbs.com/dd3500e66cc249b4480fcc30d7cd6409","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3575867013914101"},"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/117033253","repostId":1186461122,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":117030819,"gmtCreate":1623109374731,"gmtModify":1634036948025,"author":{"id":"3559859558754319","authorId":"3559859558754319","authorIdStr":"3559859558754319","name":"Bodoh","avatar":"https://static.tigerbbs.com/349218ea2852130ca86ce660b4aa2d59","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3559859558754319"},"htmlText":"What 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