News Formal

The peak of this market rally is almost here, says JPMorgan. Time to ditch U.S. stocks, and buy these instead, says Wall Street giant.

  • 📰 MarketWatch
  • ⏱ Reading Time:
  • 42 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 20%
  • Publisher: 97%

Sverige Nyheter Nyheter

Sverige Senaste nytt,Sverige Rubriker

Once positioning recovers, Q1 is in our view likely to mark the high point of the market, says JPMorgan, one of last year's biggest bulls.

Roses are red, violets are blue, will CPI turn into the stock market’s Waterloo? We’ll know soon enough.

Playing a sizable role in new year gains has been tech, though last week wasn’t great. Filings from hedge fund and other big money manager’s 13-F filings showed Soros Fund Management buying beaten-down shares of Tesla TSLA , while manager Seth Klarman increased stakes in Amazon AMZN , Alphabet GOOGL and Meta META .That is backward looking, but one wonders if they have kept that momentum up.

Still, Kolanovic might have a lot riding on this bet, as others on Wall Street chime in. Chris Montagu and the team at Citigroup, for example, told clients they see fading bullish momentum for stocks, apart from European banks. The markets Stock futures ES00 YM00 NQ00 are understandably fence-sitting ahead of CPI data, as bond yields TMUBMUSD02Y TMUBMUSD10Y ease, and the dollar DXY falls, along with oil prices CL.1 .

 

Tack för din kommentar. Din kommentar kommer att publiceras efter att ha granskats.

An attempt at a Tesla beat down no doubt they’re short but long on Tesla (If they have half a brain)…CBS Satanic globalist no doubt.

Vi har sammanfattat den här nyheten så att du kan läsa den snabbt. Om du är intresserad av nyheterna kan du läsa hela texten här. Läs mer:

 /  🏆 3. in SE

Sverige Senaste nytt, Sverige Rubriker

Similar News:Du kan också läsa nyheter som liknar den här som vi har samlat in från andra nyhetskällor.

Ditch stocks for bonds because a recession is guaranteed: JPMorganIt's time to become defensive with stocks and ditch them for bonds because a recession is coming, says JPMorgan's top strategist This guy flip flops like a fish out of water. I'm on the other side of this trade. S&P will get to 4800 by EOY. My dad warned me about this half a century ago. Go with AAA corporate bonds. He told me August 15, 1971. He said roughly between 2020 and 2025, which happened a few months ago, that they were going to take the dollar down. Get ready it’s gonna be a bumpy ride.
Källa: BusinessInsider - 🏆 729. / 51 Läs mer »

Disney remains JPMorgan’s ‘favorite name’ for stocks in uncertain media industryJPMorgan's Philip Cusick is feeling cautious about the media industry, but he likes Walt Disney Co.'s potential.
Källa: MarketWatch - 🏆 3. / 97 Läs mer »

Top Wall Street analysts like these stocks for the long haulTipRanks analyst ranking service pinpoints Wall Street's best-performing stocks, including Costco and Amazon. If You Need Any kind Of Business Capability Statement Design please feel free to contact us here-
Källa: CNBC - 🏆 12. / 72 Läs mer »

What a Wall Street bear needs to see to flip bullish on stock marketHere's what needs to happen for one of Wall Street's biggest bears to flip bullish and be won over by the stock market
Källa: BusinessInsider - 🏆 729. / 51 Läs mer »