Last week’s FOMC meeting was a hawkish surprise, but does not change our market outlook. The reflation trade experienced a sharp technically driven pullback, but we expect the trade to resume and see this move as an opportunity to add exposure to cyclical equities and commodities. Inflation is likely to continue to realize above both the Fed’s and markets’ expectations, driving bond yields higher and Value outperformance. We expect a first rate hike in 2023 and continue to expect the tapering process to start next year, but don’t think this is likely to hurt our bullish view on DM equities.

JPMorgan

  

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Diverse Gurus über das aktuelle Börsengeschehen 8 [Alle anzeigen] , Rang: SieurKolou74(324), 07.1.21 20:01
 
Subject Auszeichnungen Author Message Date ID
Stefan Riße: Mega-Hausse voraus
07.1.21 19:12
1
Five Reasons Why We Are Inflation Bulls
11.1.21 09:21
2
Erste Group - Investoren blicken bereits in die Zukunft
13.1.21 11:03
3
Somebody should be shot
01.2.21 14:51
4
RE: Somebody should be shot
01.2.21 18:24
5
Global equity markets rebounded strongly from the prior...
07.2.21 21:52
6
Fear & Greed Index
13.2.21 12:12
7
Speculative Traders Add Billions to ‘Meme’ Stocks at Ne...
14.2.21 11:33
8
      Cathie Wood Risks Having Too Much Money and Not Enough ...
14.2.21 11:35
9
      Börsenguru Jeremy Grantham warnt
19.2.21 14:14
10
      Ken Fisher: So sieht sein Depot aus
19.2.21 14:19
11
Der neue IVA-Chef
20.2.21 15:46
12
RE: Der neue IVA-Chef
20.2.21 15:54
13
While there is a lot of talk about bubbles - VIX!
24.2.21 13:54
14
Jens Ehrhardt: So investiere ich jetzt!
24.2.21 14:40
15
Global equity markets were weaker into the end of the w...
28.2.21 20:53
16
equities will be able to tolerate bonds repricing
06.3.21 18:17
17
We see higher rates largely as a function of earlier an...
08.3.21 11:26
18
Inverted yield curve hat wieder funktioniert
21.3.21 12:02
19
Was Cathie Wood eigentlich in ihrem Fonds hat
22.3.21 16:38
20
RE: Was Cathie Wood eigentlich in ihrem Fonds hat
22.3.21 20:55
21
      DAX 20.000?
01.4.21 08:29
22
JPMorgan’s Dimon Says ‘This Boom Could Easily Run Into ...
07.4.21 14:25
23
RE: JPMorgan’s Dimon Says ‘This Boom Could Easily Run I...
07.4.21 14:30
24
Norwegischer Staatsfondsinteressant
11.4.21 10:46
25
RE: Norwegischer Staatsfonds
12.4.21 20:03
26
      RE: Norwegischer Staatsfonds
12.4.21 20:25
27
Goldman und Pimco sehen Inflationswahn
17.5.21 08:01
28
RE: Goldman und Pimco sehen Inflationswahn
17.5.21 08:12
29
      RE: Goldman und Pimco sehen Inflationswahn
17.5.21 22:22
30
EZB heute
10.6.21 15:45
31
Biden hat nur begrenzt Zeit
11.6.21 14:17
32
Fed prognostiziert 2 Zinserhöhungen in den nächsten 2 J...
16.6.21 21:41
33
FOMC meeting was a hawkish surprise, but bullish view o...
22.6.21 15:33
34
We maintain our pro-risk view
14.7.21 13:51
35
BlackRock CEO Fink does not see inflation as transitory
14.7.21 16:12
36
We remain constructive on equities
20.7.21 08:30
37
A significant development over the past few days
28.7.21 15:04
38
Q2 US earnings season has been spectacular so far
02.8.21 15:28
39
Earnings delivery has been very strong
09.8.21 15:35
40
We continue to see the global economy accelerating in 2...
10.8.21 09:00
41
The collapse in inventories will be a bigger boost to g...
10.8.21 09:34
42
We continue to hold a bullish Equities view into year-e...
10.8.21 10:45
43
Notenbank-Gouverneur Holzmann: "Wir müssen nicht das ga...
01.9.21 10:01
44
We retain a pro-risk allocation on strong global growth
14.9.21 13:54
45
What on Earth Is Going on in Commodities?interessant
19.9.21 08:47
46
RE: What on Earth Is Going on in Commodities?
19.9.21 10:18
47
      RE: What on Earth Is Going on in Commodities?
19.9.21 11:12
48
      RE: What on Earth Is Going on in Commodities?
19.9.21 11:13
49
JPMorgan’s Kolanovic Sees Stock Rout Overdone, Urges Di...
20.9.21 21:18
50
RE: JPMorgan’s Kolanovic Sees Stock Rout Overdone, Urge...gut analysiert
20.9.21 23:21
51
      RE: JPMorgan’s Kolanovic Sees Stock Rout Overdone, Urge...
21.9.21 09:52
52
we see sell-offs as opportunities to buy the dip
27.9.21 19:03
53
keep buying into any weakness
04.10.21 20:47
54
gelöscht
06.10.21 12:45
55
gelöscht
06.10.21 12:44
56
Our core view remains that the COVID situation will con...
06.10.21 22:49
57
We are bullish on Equities
11.10.21 20:40
58
The Q3 reporting season is unlikely to disappoint overa...
27.10.21 15:15
59
Global supply chain pressures are easing
10.11.21 12:09
60
Baltic Dry Index ist seit Mitte Oktober kollabiert
10.11.21 12:13
61
Goldman-Prognose Omikron: Vier Szenarien für die Weltwi...
30.11.21 06:36
62
Omicron variant doesn't shake Goldman Sachs' bullish 20...
20.12.21 19:05
63
Wifo-Chef Felbermayr: "Haben auch überreagiert"
27.12.21 08:53
64
Der Rückenwind für die Börsen wird nächstes Jahr schwäc...
27.12.21 09:05
65
JPMorgan Says Investors Are Too Bearish, No Selloff In ...
27.12.21 20:05
66
RE: JPMorgan Says Investors Are Too Bearish, No Selloff...interessant
28.12.21 13:48
67
      RE: JPMorgan Says Investors Are Too Bearish, No Selloff...interessant
28.12.21 13:50
68
      RE: JPMorgan Says Investors Are Too Bearish, No Selloff...
28.12.21 14:33
69
      RE: JPMorgan Says Investors Are Too Bearish, No Selloff...
28.12.21 17:51
70
      RE: JPMorgan Says Investors Are Too Bearish, No Selloff...
28.12.21 19:56
71
      RE: JPMorgan Says Investors Are Too Bearish, No Selloff...
28.12.21 21:34
72
      RE: JPMorgan Says Investors Are Too Bearish, No Selloff...
29.12.21 08:02
73
Ein Strauß voller Ausblicke
29.12.21 09:02
74
Byron Wien and Joe Zidle Announce the Ten Surprises of ...interessant
03.1.22 19:08
75
JPMorgan: Aktienmarktrally hat noch reichlich Luft
04.1.22 09:34
76
Morgan Stanley Strategists Join Herd of Bulls for Europ...
07.1.22 20:24
77
Fear & Greed Index
21.1.22 21:44
78
U.S. Stocks Historically Deliver Strong Gains in Fed Hi...
23.1.22 18:38
79
RBI: Aktien auch 2022 alternativlos - EZB wohl bald vor...
24.1.22 14:21
80
Brezinschek erwartet heuer vier Fed-Zinserhöhungen
27.1.22 15:50
81
JPMorgan Strategists Say Buy Stocks as Rate Hikes Now P...
07.2.22 12:12
82
Ken Fisher: Aktienmarkt könnte auch 2022 boomen
08.2.22 16:57
83
Fear&Greed Index
17.2.22 09:09
84
JPMorgan's Kolanovic Says Stocks Will Rise on Pandemic ...
23.2.22 16:16
85
The World has changed and changed utterly
25.2.22 10:07
86
Kriegszeiten: Das rät Warren Buffett
12.3.22 19:11
87
The Future is Long Term Energy, Defence, CyberSecurity ...
15.3.22 14:19
88
wenn der "Fed-Put" zum "PBOC-Put" wird...interessant
16.3.22 08:46
89
Investment-Guru El-Erian rät: "Aktienanteil erhöhen"
25.3.22 06:28
90
On that happy note...
28.3.22 08:40
91
AK-Prantner empfiehlt Aktien und Gold
03.4.22 18:39
92
The Ukraine War has catalysed a tsunami of negative eco...
21.4.22 10:12
93
JPMorgan Expects S&P 500 Earnings to Blow Past Gloomy E...
22.4.22 06:38
94
The Penny Drops: April Exposes Markets to Some Brutal T...
29.4.22 14:04
95
Stock Market Rebound Not Far Off as ‘Fears Overblown,’ ...
03.5.22 10:58
96
RE:Cathie Wood’s Famed Market-Beating Return Is Disappe...
10.5.22 08:22
97
RE:Cathie Wood’s Famed Market-Beating Return Is Disappe...witzigwitzig
10.5.22 08:42
98
      RE:Cathie Wood’s Famed Market-Beating Return Is Disappe...
10.5.22 08:51
99
Tricks make headlines, but winners execute the basics.....
11.5.22 18:01
100
Equity markets price in too much recession risk
18.5.22 13:12
101
The Crypto Bubble is Bursting
20.5.22 10:40
102
Jamie Dimon Says JPMorgan Is Bracing Itself for Economi...
01.6.22 20:28
103
We maintain our positive view
06.6.22 20:34
104
RE: We maintain our positive view
06.6.22 21:39
105
ein knappes Prozent im Minus indiziert und die Schuldig...
07.6.22 08:33
106
Geldmarkt preist nun auch für die EZB einen 50-Basispun...
07.6.22 10:01
107
xxx
09.6.22 09:26
108
Ken Fisher: "Exactly the kind of broad pessimism ...
09.6.22 09:28
109
“The tipping point is not a question of if, but when”
13.6.22 15:17
110
Die Permabullen wieder
14.6.22 13:43
111
Die Permabullen ... und wieder
15.6.22 07:05
112
Fear & Greed Index
14.6.22 15:02
113
The Age of Divergence – Buy Dollars, Sell Europe
17.6.22 15:46
114
JPMorgan’s Kolanovic Sees a 7% Boost for Stocks From Re...
25.6.22 10:31
115
Has Covid Changed the Capital Markets for the Better?
30.6.22 13:02
116
Outlook for the second half? Rising interest rates and ...
30.6.22 13:13
117
'Risky asset prices are too cheap' if recession avoided...
30.6.22 15:39
118
Goldman Sachs: Risiko für Aktien hoch
05.7.22 08:14
119
Marktanalyse: Eine Angst zu viel?
10.7.22 09:36
120
How long and deep is Inflation, and how close is China ...
14.7.22 09:59
121
RE: How long and deep is Inflation, and how close is Ch...
14.7.22 10:39
122
Inflation hits new high, Fed to hike 100 bp, Growth Sto...
14.7.22 10:28
123
UK is a basket case
19.8.22 17:44
124
RE: UK is a basket case
20.8.22 10:32
125
      RE: UK is a basket case
20.8.22 10:41
126
Goldman Says Buy Commodities, ‘Worry About Recession La...
29.8.22 08:21
127
Jeremy Grantham Warns ‘Super Bubble’ in Stocks Has Yet ...
01.9.22 14:35
128
Cathie Wood’s ARKK Sees Biggest Monthly Outflow in Near...
01.9.22 21:28
129
At the risk of stating the obvious, 2022 has been a cha...
04.9.22 19:51
130
“Things are never as bad as we fear, but seldom as good...
07.9.22 09:31
131
Forget the dead cat bounce, its all about inflation and...
13.9.22 10:57
132
China and Russia – what will Putin get?
14.9.22 14:03
133
Narratives change quickly
18.9.22 09:24
134
Global markets look pants
21.9.22 11:25
135
Goldman Sachs cuts 2022 target for S&P 500 by 16%
23.9.22 16:10
136
Summers Calls UK Fiscal Policy 'Naive Wishful Thinking'
24.9.22 09:04
137
Bond Vigilantes - Collateral Calls
28.9.22 15:47
138
Bewertungstechnisch zeigt sich der ATX historisch günst...
01.10.22 14:56
139
Erste Research ?
08.10.22 06:09
140
Erste Group stuft ATX als historisch günstig ein
08.10.22 13:44
141
S&P 500 has risen in the year after every single one of...
11.10.22 14:06
142
Raiffeisen Research: Potenzial bei Aktien ist aktuell b...
14.10.22 15:14
143
Explosion in short-dated options seen sowing seeds for ...
01.11.22 22:03
144
On Tuesday, Americans will cast their ballot for member...
06.11.22 12:19
145
Demokraten schlagen sich besser als erwartet
09.11.22 07:32
146
RE: Demokraten schlagen sich besser als erwartet
09.11.22 10:29
147
PMorgan’s Kolanovic Cuts Equity Allocation on Weak 2023...
13.12.22 08:45
148
Leon Cooperman, citing Old Testament parable, says bull...
06.1.23 18:46
149
Erste Group sieht 2023 moderates Aufwärtspotenzial für ...
13.1.23 12:06
150
start to the year has been one of the best on recordinteressant
19.1.23 14:01
151
RE: start to the year has been one of the best on recor...gut analysiert
19.1.23 14:27
152
      RE: start to the year has been one of the best on recor...
19.1.23 15:26
153
Black Swan Fund Manager Sees Markets in ‘Tinderbox-Time...
31.1.23 08:13
154
Divergences keep building between robust equity prices ...
06.3.23 19:31
155
RE: Divergences keep building between robust equity pri...
06.3.23 21:22
156
JPMorgan’s Kolanovic Warns of ‘Volmageddon 2.0’ Risk in...
06.3.23 21:35
157
RE: JPMorgan’s Kolanovic Warns of ‘Volmageddon 2.0’ Ris...witzig
07.3.23 06:11
158
‘Buy the Dip in Bank Stocks,’ Goldman Sachs Says.
13.3.23 08:04
159
RE: ‘Buy the Dip in Bank Stocks,’ Goldman Sachs Says.
13.3.23 11:37
160
      RE: ‘Buy the Dip in Bank Stocks,’ Goldman Sachs Says.
13.3.23 13:35
161
      RE: ‘Buy the Dip in Bank Stocks,’ Goldman Sachs Says.
13.3.23 13:56
162
      RE: ‘Buy the Dip in Bank Stocks,’ Goldman Sachs Says.
13.3.23 13:46
163
      RE: ‘Buy the Dip in Bank Stocks,’ Goldman Sachs Says.
13.3.23 13:49
164
      RE: ‘Buy the Dip in Bank Stocks,’ Goldman Sachs Says.
13.3.23 13:54
165
      RE: ‘Buy the Dip in Bank Stocks,’ Goldman Sachs Says.
13.3.23 13:57
166
      RE: ‘Buy the Dip in Bank Stocks,’ Goldman Sachs Says.
13.3.23 13:58
167
      RE: ‘Buy the Dip in Bank Stocks,’ Goldman Sachs Says.
13.3.23 13:58
168
      RE: ‘Buy the Dip in Bank Stocks,’ Goldman Sachs Says.
13.3.23 14:11
169
      RE: ‘Buy the Dip in Bank Stocks,’ Goldman Sachs Says.
13.3.23 14:28
170
      RE: ‘Buy the Dip in Bank Stocks,’ Goldman Sachs Says.
13.3.23 20:32
171
Ackman Says Regional Bank Stocks Are an ‘Incredible Bar...
13.3.23 21:27
172
Goldman-Sachs-Chef für Deutschland und Österreich: "Das...
24.3.23 08:11
173
Andreas Treichl zur Bankenkrise: "Da muss etwas falsch ...
27.3.23 06:59
174
Our view remains that Q1 will likely mark the high poin...
27.3.23 19:25
175
Goldman Says AI Will Spur US Productivity Jump, Global ...
27.3.23 20:46
176
RE: Goldman Says AI Will Spur US Productivity Jump, Glo...
27.3.23 21:06
177
      RE: Goldman Says AI Will Spur US Productivity Jump, Glo...
28.3.23 05:05
178
      RE: Goldman Says AI Will Spur US Productivity Jump, Glo...
28.3.23 09:30
179
Last week’s price action showed signs of panic buying b...gut analysiert
21.5.23 16:54
180
RE: Last week’s price action showed signs of panic buyi...
22.5.23 09:19
181
      RE: Last week’s price action showed signs of panic buyi...
22.5.23 09:25
182
      RE: Last week’s price action showed signs of panic buyi...
22.5.23 09:29
183
      RE: Last week’s price action showed signs of panic buyi...
22.5.23 09:36
184
      Ken Fisher: ‘Don’t Miss the Next Bull Market’
25.5.23 21:32
185
      Börsenguru erwartet «tiefe Rezession und Kreditkollaps»
25.5.23 21:35
186
The narrowest rally this century
26.5.23 15:45
187
Goldman’s Hatzius Feeling ‘Very Good’ About Soft-Landin...
15.6.23 07:55
188
RE: Goldman’s Hatzius Feeling ‘Very Good’ About Soft-La...
15.6.23 11:12
189
JPMorgan Says Stocks to Suffer $150 Billion Rebalancing...
16.6.23 06:36
190
RE: JPMorgan Says Stocks to Suffer $150 Billion Rebalan...
15.6.23 21:31
191
      RE: JPMorgan Says Stocks to Suffer $150 Billion Rebalan...
16.6.23 06:25
192
      RE: JPMorgan Says Stocks to Suffer $150 Billion Rebalan...
16.6.23 06:26
193
What is the market ex Tech/AI pricing in?interessant
11.7.23 10:06
194
Morgan Stanley Sees Mood on US Stocks Souring, Goldman ...
21.8.23 21:08
195
Six questions on how one should put together a strategi...
26.9.23 15:53
196
What bubble?
02.10.23 15:45
197
Mostböck: "Österreichische Aktien sind extrem günstig"
15.10.23 10:06
198
RE: Mostböck:
15.10.23 11:00
199
      RE: Mostböck:
15.10.23 12:28
200
      Ken Fisher
23.10.23 14:42
201
Gute Aussichten für die wichtigsten Anlageklassen
29.11.23 07:37
202
JPMorgan says S&P 500 will fall next year
30.11.23 12:51
203
Goldman Sachs boosts 2024 S&P 500 target on increased c...
18.12.23 19:21
204
Erste-Group-Analysten sehen ATX heuer im Aufwind
04.1.24 16:34
205
Goldman Says S&P 500 Earnings Forecast Could Rise Furth...
06.1.24 17:58
206
Von den Einzelwerten gefallen uns aktuell am besten:
08.1.24 07:03
207
RE: Von den Einzelwerten gefallen uns aktuell am besten...
08.1.24 10:30
208
      RE: Von den Einzelwerten gefallen uns aktuell am besten...
08.1.24 10:45
209
      RE: Von den Einzelwerten gefallen uns aktuell am besten...
08.1.24 11:25
210
      RE: Von den Einzelwerten gefallen uns aktuell am besten...
08.1.24 11:27
211
Beste Chancen am Wiener Markt
11.2.24 09:46
212
Goldman Lifts S&P 500 Target With Profit Optimism to Dr...
19.2.24 16:10
213
Blackrock-Chef Larry Fink sieht Pensionierungskrise kom...
27.3.24 16:26
214

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