JP Morgan’s Kolanovic repeats that US equities have seen their 2023 high in Q1 | Forexlive

A snippet via Marko Kolanovic, JPM’s chief global markets strategist:

• Our view remains that Q1 will likely mark the high point for equities this year

Citing:

• CRE stresses appear to be compounding, amplified by banking shocks
• Several geopolitical crises are building
• Bond yields whipsawed by very poor liquidity conditions

Last week from Kolanovic on an imminent Minsky Moment:

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Weekly candles: