Fed's Brainard said we need 'sufficiently restrictive' policy for some time

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JPMorgan Strategist Marko Kolanovic: 'A recession is currently not priced into equity markets, in our view...'

January 23, 2023 1:55 PM EST

JPMorgan Global Market Strategist Marko Kolanovic comments "The recent weakening of economic data and anticipated decline in earnings expectations/weak FY23 guidance are pointing to markets that are likely to move lower, in our view. Recent equity inflows are likely running out of steam, while pensions overfunded status could drive an increase in their reallocation from equities to bonds this year. A recession is currently not priced into equity... More

Goldman Sachs Says $797B Single Stocks Options Expire Today, Fourth Largest Ever

January 20, 2023 7:01 AM EST


Goldman Sachs Says $797B Single Stocks Option Expire Today, Fourth Largest Ever.

Analyst Vishal Vivek on Goldmans Options Desk comments "Today's expiry will be among the biggest for single stock options. $797bn of single stock options will expire today (20-Jan), the largest since Jan-2022 and the fourth... More