JP Morgan’s market guru says his ‘once in a decade’ trade is upon us


Marko Kolanovic

Crystal Mercedes | CNBC

J.P. Morgan’s chief quant says that the big rotation into value names should continue, and that stocks should move higher into October, and beyond, especially if the U.S.-Chinese trade talks go well.

Marko Kolanovic, global head of the macro quantitative and derivatives strategy team at J.P. Morgan, said his view is based on how he sees investor positioning, the underperformance of value names, and the unwind of technical flows last month in equities and bonds, which drove yields fell to extreme lows. The analyst, whose reports have moved the market, says stocks can keep moving higher beyond October, aided by central bank easing and fiscal…


Mark Hurd takes leave of absence

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