Fed's Williams says more rate rises needed to control high inflation
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- Wall St rises on the day but falls for the week; bond yields and Iran in focus
- UBS says bull market has further to run
- S&P 500 may pull back before midterms, but Citi says buy the dip
- Global yield relief evaporates as U.S. rates push back toward multi-decade peaks
- BofA's Hartnett sees dollar slump, risk selloff if bond intervention fails
- Applied Optoelectronics sets up $600M at-the-market stock offering
- Fannie Mae loses at least 10 senior executives amid departures - WSJ
- Wall St rises on the day but falls for the week; bond yields and Iran in focus
- One killed, three injured when man attacks Swedish school with sword
- Morgan Stanley course-corrects their semiconductor equipment outlook on demand
Marko of JPMorgan Sees 2018 Volmageddon Potentially Repeating
February 15, 2023 3:51 PM ESTMarko 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
