Page 51 - Nalyst Note News Today

"'Inflation shock' means 'rates shock' which means 'growth shock' = negative returns in credit and stocks in 2022," BofA said.

"The largest risk position in our flagship strategy is long a global portfolio of value stocks and short a global portfolio of growth stocks."

"The start of policy tightening is usually a confirmation that the cycle has legs, rather than the signal of its end," JPMorgan's Marko Kolanovic said.

"Since early 2021 our hedge fund VIP basket has lagged the S&P 500 by 21 percentage points, the worst 12-month stretch in the basket's 20-year history."

"Short-term momentum is now to the downside, suggesting that short-term oversold conditions may not prevent a breach of support this week."

"While geopolitics could flare up into month end, we do not expect this to last, and call for risk-on internals to resume into spring," JPMorgan said.

"In 2022, we see bitcoin in a broad trading range bounded by year-to-date intra-day levels with greater downside risk in 2023," Stifel said.

"A decisive break below 4278 to 4222 is the signal to confirm the head-and-shoulders top with deeper downside risk toward 4000 and even into the 3800s."

"In each of those instances, it took another 1-2 months for the correction to fully mature," Katie Stockton said.

"The stock market is not only in correction, it is already in bear market territory without a recession in sight," JPMorgan's Marko Kolanovic said.