Dow Jones, Nasdaq, S&P 500 weekly preview: All eyes on Fed

BTIG Explains Market Action During March Volatility Option Expiry Events

BTIG Explains What Has Happened During Other March VIX Expiry Events.

BTIG analyst Jonathan Krinsky comments "While all eyes are obviously, and rightly, on the FOMC today, its worth noting that the VIX had a monthly (March) expiration this morning. Focus on expiration is usually for options on Fridays, but when looking at VIX expirations (Wednesdays), they have often... More

Possibility of a Minsky moment in markets has increased, claims JPMorgan's Kolanovic

JPMorgan's Marko Kolanovic said in a note Monday that the possibility of a Minsky moment in markets and geopolitics has increased.

"The bailout of several US banks did not manage to calm markets, which consumed another large bank in Europe," he noted. "In a Trichet-like moment, the ECB increased rates by... More

Use relief bounces to sell stocks and reduce risk exposure - JPM

JPMorgan equity strategists reaffirmed their earlier stance that U.S. stocks will likely peak in Q1. Stocks are unlikely to receive the fundamental confirmation needed for the rally to extend in the second half of the year, strategists led by Mislav Matejka wrote in a note.

We believe... More

Morgan Stanley’s Wilson says risk-reward in US equities remains unattractive, sees 15-20% downside risk

Morgan Stanleys Michael Wilson weighed in on the discussion that the ongoing banking crisis and back-stopping of bank deposits represent a form of quantitative easing (QE). As such, equity markets will rally in a risk-on environment.

We disagree with that conclusion and think the focus should be on the more likely deterioration in growth due to the incrementally restrictive lending/credit environment... More

If Equities Rally, Add Duration and Fade Risk - Wells Fargo

Wells Fargo analyst Christopher Harvey: "Expect a short-term bounce as financial concerns are addressed; longer term, more economic concerns. Wider credit spreads + Bank underperformance = tough combo. On strength add low risk duration; ValueGrowth, HardwareSoftware, and reduce leverage."