Dow Jones, Nasdaq, S&P 500 weekly preview: Use Q1 rally to cut stocks exposure

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Marko of JPMorgan Sees 2018 Volmageddon Potentially Repeating

February 15, 2023 3:51 PM EST

Marko of JPMorgan Sees 2018 Volmageddon Potentially Repeating.

Analyst Marko Kolanovic comments "At the end of 2021, we highlighted geopolitical risk as the key risk for 2022. This significantly impacted all asset classes last year (e.g., FX, commodity, China, etc.). For instance, the energy crisis was significantly aggravated by the onset of war in Europe, and last October China stocks bottomed on extreme geopolitical pessimism (we continue to favor commodities, and we highlighted China as a buying opportunity in late October here). However, over the last three months, complacency set in with investors when it comes to geopolitical risks.... More

The stock market corrective phase is an opportunity to add exposure argues Canaccord

February 13, 2023 8:03 AM EST

Canaccord analyst Javed Mirza told investors in a research note Monday that the corrective phase in stocks is an opportunity to add exposure.

The analyst added that the "worst-case scenario looms" and that a "new intermediate-term (1-2 month) corrective phase is attempting to take hold in most major North American equity markets."

"This corrective phase is within the context of a... More

MS Wilson sees rising expectations for a hot CPI print, could start next leg lower

February 13, 2023 5:37 AM EST

The S&P 500 price action doesnt reflect worsening fundamentals, Morgan Stanleys chief U.S. equity strategist Michael Wilson told clients in his regular weekly note.

It doesnt reflect the fact that the Federal Reserve is hiking rates during an earnings recession. Deteriorating fundamentals and earnings recession are likely to push... More