Equities are overvalued and at risk of further losses as a divergence with bonds is yet to close, say JPMorgan strategists. Read on.
While hawkish Fed comments and data signalling elevated inflation have prompted bond traders to price in a much more restrictive monetary policy than previously expected, equities have had a more muted reaction, widening a divergence between the asset classes.Article content
Kolanovic, who was one of Wall Street’s biggest optimists through most of the market selloff last year, has since reversed his view, cutting his equity allocation in mid-December, citing a soft economic outlook this year. Now, he also notes market complacency on geopolitics, a risk he sees escalating again in the near future along with implications for the energy market, given the potential for a new Russian offensive in the war with Ukraine and rising tensions with China.Article content
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