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JPMorgan’s Kolanovic Sees Three Reasons for More Stocks Upside

  • Strategist says hawkish Fed, ECB are no reason to be bearish
  • Fiscal stimulus in China, Japan to offer futher market support
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Stocks Emerging From Year-Long Correction: Jim Paulsen

Equities can continue rising even as the hawkish Federal Reserve and Treasury yield curve inversion spook investors, according to JPMorgan Chase & Co.’s strategist Marko Kolanovic. 

If anything, there is “too much negativity rather than too much complacency in markets,” Kolanovic and his team wrote in a note to clients, sticking with a pro-risk stance. They cite three reasons for their optimistic outlook: