Jonathan Golub

Last updated on 2014-12-25T09:10+0300.

About this image

sign

Quotes... Extracted quotes from

Jonathan Golub said : “Investors have voiced concern that peaking fundamentals are a harbinger for stock prices,” External link

wsau Thursday, May 27, 2021 5:23:00 AM EAT

Jonathan Golub added : "Markets respond to things like that and they should," "You can see this is not by accident but the administration and others have highlighted that they want labor to get a larger share of the economy" External link

cnbc Saturday, May 22, 2021 3:44:00 PM EAT

Jonathan Golub says : "Unless [Biden] did something insane, the table was set for this market," External link

npr Saturday, May 1, 2021 12:28:00 PM EAT

Jonathan Golub said : “economic re-acceleration, and a rebound in commodity prices,” External link

theglobeandmail Tuesday, April 20, 2021 2:28:00 PM EAT

Jonathan Golub noted : "Approximately 13 months ago, COVID-19 sent us home from our offices and our kids from school. While the pandemic nearly shut down the world economy, an unprecedented policy response kept the economy afloat, leading to the shortest recessionary decline and the steepest stock market bounce in history," External link

cnbc Friday, April 2, 2021 7:16:00 PM EAT

Jonathan Golub wrote : "Our work shows that every 1% change in GDP drives a 2½–3% change in revenues, and even larger improvements in profits," External link

cnbc Friday, April 2, 2021 7:16:00 PM EAT

Jonathan Golub said : “The market in 6-to-8 months from now is going to start getting more concerned about that,” External link

theage Sunday, March 21, 2021 10:02:00 PM EAT

Jonathan Golub said : “The market in 6-to-8 months from now is going to start getting more concerned about that,” External link

watoday Sunday, March 21, 2021 10:01:00 PM EAT

Jonathan Golub said : “The market in 6-to-8 months from now is going to start getting more concerned about that,” External link

smh Sunday, March 21, 2021 10:00:00 PM EAT

Jonathan Golub said : “The market in 6-to-8 months from now is going to start getting more concerned about that,” External link

brisbanetimes Sunday, March 21, 2021 9:59:00 PM EAT

Jonathan Golub said : “The market in 6-to-8 months from now is going to start getting more concerned about that,” External link

theherald-au Sunday, March 21, 2021 9:54:00 PM EAT

Jonathan Golub said : “The market in 6-to-8 months from now is going to start getting more concerned about that,” External link

hellenicshippingnews Friday, March 19, 2021 9:38:00 PM EAT

Jonathan Golub said : “The market in 6-to-8 months from now is going to start getting more concerned about that,” External link

reuters-af Friday, March 19, 2021 1:36:00 PM EAT

Jonathan Golub said : "The market in 6-to-8 months from now is going to start getting more concerned about that," External link

channelnewsasia Friday, March 19, 2021 1:29:00 PM EAT

Jonathan Golub said : "The market in 6-to-8 months from now is going to start getting more concerned about that," External link

4-traders Friday, March 19, 2021 1:06:00 PM EAT

Jonathan Golub said : “I’m predicting stocks are meaningfully cheaper between now and the end of the year, which is a very nice setup not only for this year but for next year,” External link

hellenicshippingnews Wednesday, March 10, 2021 11:45:00 PM EAT

Jonathan Golub said : "I'm predicting stocks are meaningfully cheaper between now and the end of the year, which is a very nice setup not only for this year but for next year," External link

channelnewsasia Wednesday, March 10, 2021 4:51:00 PM EAT

Jonathan Golub said : "I'm predicting stocks are meaningfully cheaper between now and the end of the year, which is a very nice setup not only for this year but for next year," External link

wsau Wednesday, March 10, 2021 4:02:00 PM EAT

Jonathan Golub said : “I’m predicting stocks are meaningfully cheaper between now and the end of the year, which is a very nice setup not only for this year but for next year,” External link

ara-reuters Wednesday, March 10, 2021 3:53:00 PM EAT

Jonathan Golub said : “I’m predicting stocks are meaningfully cheaper between now and the end of the year, which is a very nice setup not only for this year but for next year,” External link

reuters-af Wednesday, March 10, 2021 3:34:00 PM EAT

Jonathan Golub said : "There's a systematic underestimation of the economic and earnings forecasts for the last nine months," External link

wsau Thursday, February 25, 2021 5:18:00 AM EAT

Jonathan Golub added : "Everywhere I look, there's upside," External link

wsau Thursday, February 25, 2021 5:18:00 AM EAT

Jonathan Golub said : “There’s a systematic underestimation of the economic and earnings forecasts for the last nine months,” External link

reuters-af Thursday, February 25, 2021 4:47:00 AM EAT

Jonathan Golub added : “Everywhere I look, there’s upside,” External link

reuters-af Thursday, February 25, 2021 4:47:00 AM EAT

Jonathan Golub said : “There’s a systematic underestimation of the economic and earnings forecasts for the last nine months,” External link

ara-reuters Thursday, February 25, 2021 4:39:00 AM EAT

Jonathan Golub added : “Everywhere I look, there’s upside,” External link

ara-reuters Thursday, February 25, 2021 4:39:00 AM EAT

Jonathan Golub said : "Rising rates — a benefit to Financials — and copper and oil prices — a boon for Industrials, Energy, and Materials — further augment this favorable backdrop," External link

cnbc Wednesday, February 24, 2021 3:20:00 PM EAT

Jonathan Golub said : “The broad theme is that you want companies that are most cyclically exposed,” External link

ft Thursday, February 18, 2021 12:39:00 PM EAT

Jonathan Golub said : "I don't think that there's a smooth, easy straight-line story on this," "I think for the next three or four months, the reopening process is going to be sloppy" External link

cnbc Tuesday, December 22, 2020 11:41:00 PM EAT

Jonathan Golub said : "I don't think that there's a smooth, easy straight-line story on this," "I think for the next three or four months, the reopening process is going to be sloppy" External link

cnbc Tuesday, December 22, 2020 10:16:00 PM EAT

Jonathan Golub said : "I don't think that there's a smooth, easy straight-line story on this," "I think for the next three or four months, the reopening process is going to be sloppy" External link

cnbc Tuesday, December 22, 2020 8:09:00 PM EAT

Jonathan Golub said : "I don't think that there's a smooth, easy straight-line story on this," "I think for the next three or four months, the reopening process is going to be sloppy" External link

cnbc Tuesday, December 22, 2020 5:57:00 PM EAT

Jonathan Golub said : "I don't think that there's a smooth, easy straight-line story on this," "I think for the next three or four months, the reopening process is going to be sloppy" External link

cnbc Tuesday, December 22, 2020 3:46:00 PM EAT

Jonathan Golub said : "I don't think that there's a smooth, easy straight-line story on this," "I think for the next three or four months, the reopening process is going to be sloppy" External link

cnbc Tuesday, December 22, 2020 2:35:00 PM EAT

Jonathan Golub said : "I don't think that there's a smooth, easy straight-line story on this," "I think for the next three or four months, the reopening process is going to be sloppy" External link

cnbc Tuesday, December 22, 2020 11:31:00 AM EAT

Jonathan Golub said : "I don't think that there's a smooth, easy straight-line story on this," "I think for the next three or four months, the reopening process is going to be sloppy" External link

cnbc Tuesday, December 22, 2020 9:57:00 AM EAT

Jonathan Golub said : "I don't think that there's a smooth, easy straight-line story on this," "I think for the next three or four months, the reopening process is going to be sloppy" External link

cnbc Tuesday, December 22, 2020 8:20:00 AM EAT

Jonathan Golub said : "I don't think that there's a smooth, easy straight-line story on this," "I think for the next three or four months, the reopening process is going to be sloppy" External link

cnbc Tuesday, December 22, 2020 7:20:00 AM EAT

Jonathan Golub said : "I don't think that there's a smooth, easy straight-line story on this," "I think for the next three or four months, the reopening process is going to be sloppy" External link

cnbc Tuesday, December 22, 2020 4:42:00 AM EAT

Jonathan Golub said : "I don't think that there's a smooth, easy straight-line story on this," "I think for the next three or four months, the reopening process is going to be sloppy" External link

cnbc Tuesday, December 22, 2020 2:42:00 AM EAT

Jonathan Golub said : “In the last six weeks, it’s been nearly impossible to capture a single theme and ride it because the market’s flipping back and forth,” External link

economictimes Sunday, November 22, 2020 4:29:00 PM EAT

Jonathan Golub said : "You have to assume in general that whatever level stimulus you would have received will probably be less because policy makers will say that the economy will mend," External link

thedailystarBD Tuesday, November 10, 2020 11:40:00 PM EAT

Jonathan Golub said : “You have to assume in general that whatever level stimulus you would have received will probably be less because policy makers will say that the economy will mend,” External link

JakartaPost Tuesday, November 10, 2020 11:55:00 AM EAT

Jonathan Golub said : “You have to assume in general that whatever level stimulus you would have received will probably be less because policy makers will say that the economy will mend,” External link

news18 Tuesday, November 10, 2020 10:30:00 AM EAT

Jonathan Golub said : "You have to assume in general that whatever level stimulus you would have received will probably be less because policy makers will say that the economy will mend," External link

wsau Tuesday, November 10, 2020 10:24:00 AM EAT

Jonathan Golub said : "You have to assume in general that whatever level stimulus you would have received will probably be less because policy makers will say that the economy will mend," External link

4-traders Tuesday, November 10, 2020 9:59:00 AM EAT

Jonathan Golub said : "You have to assume in general that whatever level stimulus you would have received will probably be less because policy makers will say that the economy will mend," External link

news-yahoo Tuesday, November 10, 2020 9:54:00 AM EAT

Jonathan Golub said : "You have to assume in general that whatever level stimulus you would have received will probably be less because policy makers will say that the economy will mend," External link

channelnewsasia Tuesday, November 10, 2020 9:45:00 AM EAT

Jonathan Golub said : “We have had a lot of false positives on value rotation,” External link

ft Tuesday, November 10, 2020 8:26:00 AM EAT

Jonathan Golub said : “the only way value will really beat growth is if banks beat tech stocks” External link

ft Tuesday, November 10, 2020 8:26:00 AM EAT

Jonathan Golub said : “If and when there is a vaccine, that will be the catalyst for the next large outperformance in value, but while you are waiting it’s much easier to do that in growth names,” External link

ft Tuesday, November 10, 2020 8:26:00 AM EAT

Jonathan Golub said : “Ultimately, these [four tech] companies were going to report anyway,” External link

ibtimes Thursday, July 30, 2020 5:18:00 PM EAT

Jonathan Golub said : “There was a decent strengthening of the dollar over the first quarter,” “And it has and will be noticeable to earnings. But the real issue, for now, is that for some companies there is no business” External link

bloomberg Saturday, May 2, 2020 3:44:00 PM EAT

Jonathan Golub said : “There was a decent strengthening of the dollar over the first quarter,” “And it has and will be noticeable to earnings. But the real issue, for now, is that for some companies there is no business” External link

news-yahoo Saturday, May 2, 2020 3:38:00 PM EAT

Jonathan Golub said : "If you take a look where the real battle is in the market, it's a fundamental story," External link

cnbc Friday, April 24, 2020 11:26:00 PM EAT

Jonathan Golub said : "That's really problematic because it means that we're kind of flying blind a little bit," External link

4-traders Sunday, April 19, 2020 7:23:00 PM EAT

Jonathan Golub said : "Stocks have been on a wild ride ... not surprisingly, investors are split on whether to lean into or fade the current rally," External link

abc-au Wednesday, April 1, 2020 6:42:00 AM EAT

Jonathan Golub disse : "As ações estão em uma corrida louca... (e) não surpreendentemente, os investidores estão divididos entre estender ou apagar o atual rali" External link

noticias-r7 Wednesday, April 1, 2020 3:54:00 AM EAT

Jonathan Golub said : "Stocks have been on a wild ride ... not surprisingly, investors are split on whether to lean into or fade the current rally," External link

abs-cbnnews Wednesday, April 1, 2020 3:36:00 AM EAT

Jonathan Golub said : "Stocks have been on a wild ride ... not surprisingly, investors are split on whether to lean into or fade the current rally," External link

abc-au Wednesday, April 1, 2020 2:39:00 AM EAT

Jonathan Golub said : "Stocks have been on a wild ride ... not surprisingly, investors are split on whether to lean into or fade the current rally," External link

khaleejtimes Wednesday, April 1, 2020 1:05:00 AM EAT

Jonathan Golub said : "Stocks have been on a wild ride ... not surprisingly, investors are split on whether to lean into or fade the current rally," External link

abc-au Wednesday, April 1, 2020 12:59:00 AM EAT

Jonathan Golub said : "Stocks have been on a wild ride ... not surprisingly, investors are split on whether to lean into or fade the current rally," External link

news-yahoo Wednesday, April 1, 2020 12:30:00 AM EAT

Jonathan Golub said : "Stocks have been on a wild ride ... (and) not surprisingly, investors are split on whether to lean into or fade the current rally," External link

news-yahoo Tuesday, March 31, 2020 10:11:00 PM EAT

Jonathan Golub said : "Stocks have been on a wild ride ... (and) not surprisingly, investors are split on whether to lean into or fade the current rally," External link

4-traders Tuesday, March 31, 2020 9:18:00 PM EAT

Jonathan Golub said : "Stocks have been on a wild ride ... (and) not surprisingly, investors are split on whether to lean in to or fade the current rally," External link

news-yahoo Tuesday, March 31, 2020 8:57:00 PM EAT

Jonathan Golub said : "Stocks have been on a wild ride ... (and) not surprisingly, investors are split on whether to lean into or fade the current rally," External link

4-traders Tuesday, March 31, 2020 7:55:00 PM EAT

Jonathan Golub said : "Stocks have been on a wild ride ... (and) not surprisingly, investors are split on whether to lean in to or fade the current rally," External link

news-yahoo Tuesday, March 31, 2020 7:38:00 PM EAT

Jonathan Golub said : "Stocks have been on a wild ride ... (and) not surprisingly, investors are split on whether to lean into or fade the current rally," External link

news-yahoo Tuesday, March 31, 2020 7:38:00 PM EAT

Jonathan Golub disse : "As ações estão em uma corrida louca... (e) não surpreendentemente, os investidores estão divididos entre estender ou apagar o atual rali" External link

uol Tuesday, March 31, 2020 7:33:00 PM EAT

Jonathan Golub disse : "Em grande parte, as empresas estão dizendo, ouça, 'eu não sei o que está acontecendo. Estamos retirando nossa previsão. Você está por sua conta'" External link

uol Monday, March 30, 2020 5:56:00 PM EAT

Jonathan Golub disse : "Em grande parte, as empresas estão dizendo, ouça, 'eu não sei o que está acontecendo. Estamos retirando nossa previsão. Você está por sua conta'" External link

noticias-terra-br Monday, March 30, 2020 5:36:00 PM EAT

Jonathan Golub says : “Who will come out of this in better shape than peers?” External link

usaToday Monday, March 30, 2020 2:40:00 PM EAT

Jonathan Golub says : “how much they will have to set aside,” External link

usaToday Monday, March 30, 2020 2:40:00 PM EAT

Jonathan Golub says : “Who will come out of this in better shape than peers?” External link

news-yahoo Monday, March 30, 2020 1:02:00 PM EAT

Jonathan Golub says : “how much they will have to set aside,” External link

news-yahoo Monday, March 30, 2020 1:02:00 PM EAT

Jonathan Golub says : “While this is surely possible, we believe it is highly improbable,” External link

news-yahoo Thursday, March 19, 2020 12:57:00 AM EAT

Jonathan Golub says : “While this is surely possible, we believe it is highly improbable,” External link

news-yahoo Wednesday, March 18, 2020 4:30:00 PM EAT

Jonathan Golub says : “While this is surely possible, we believe it is highly improbable,” External link

usaToday Wednesday, March 18, 2020 4:29:00 PM EAT

Jonathan Golub said : “The risk of a recession right now is very well-contained, so unless something breaks down on the economic front or the coronavirus issue becomes more problematic than the market is currently discounting or something like that, then there’s no reason to believe the market is not going to continue to grind higher,” External link

reuters-uk Wednesday, February 26, 2020 6:08:00 PM EAT

Jonathan Golub said : "The risk of a recession right now is very well-contained, so unless something breaks down on the economic front or the coronavirus issue becomes more problematic than the market is currently discounting or something like that, then there's no reason to believe the market is not going to continue to grind higher," External link

wsau Wednesday, February 26, 2020 4:18:00 PM EAT

Jonathan Golub said : "The risk of a recession right now is very well-contained, so unless something breaks down on the economic front or the coronavirus issue becomes more problematic than the market is currently discounting or something like that, then there's no reason to believe the market is not going to continue to grind higher," External link

news-yahoo Wednesday, February 26, 2020 3:46:00 PM EAT

Jonathan Golub said : "The prospects of better economics and earnings are fueling the most recent leg higher, and the data suggests that this trend will continue," External link

cnbc Tuesday, January 21, 2020 9:18:00 PM EAT

Jonathan Golub said : "2019 was a year of lousy earnings, and the fourth quarter is the end of a lousy year," "I think earnings surprises will be fine, but what the real story here is, it looks like magically the 2020 numbers are going to be much, much stronger than 2019" External link

cnbc Saturday, January 18, 2020 1:01:00 AM EAT

Jonathan Golub said : "The first one is tech-related companies. Many of the mega caps had okay earnings, but their margins were under a lot of pressure and it subtracted earnings growth in 2019. Those trends are supposed to reverse. So what was a negative because of easy comps becomes a positive," "The same thing with the energy sector which was a disaster in terms of earnings growth in 2019" External link

cnbc Saturday, January 18, 2020 1:01:00 AM EAT

Jonathan Golub said : "I'm under the strong belief that trade is a side show," External link

channelnewsasia Tuesday, November 26, 2019 7:16:00 PM EAT

Jonathan Golub said : "I'm under the strong belief that trade is a side show," External link

4-traders Tuesday, November 26, 2019 6:34:00 PM EAT

Jonathan Golub said : “I’m under the strong belief that trade is a side show,” External link

theglobeandmail Tuesday, November 26, 2019 5:38:00 PM EAT

Jonathan Golub said : "I'm under the strong belief that trade is a side show," External link

wsau Tuesday, November 26, 2019 10:28:00 AM EAT

Jonathan Golub said : "I'm under the strong belief that trade is a side show," External link

news-yahoo Tuesday, November 26, 2019 10:21:00 AM EAT

Jonathan Golub said : “A steep curve is a signal that people think that the future is bright, and that is very important to investors,” External link

nytimes Monday, November 11, 2019 3:02:00 PM EAT

Jonathan Golub said : “A steep curve is a signal that people think that the future is bright, and that is very important to investors,” External link

nytimes Friday, November 8, 2019 6:02:00 PM EAT

Jonathan Golub wrote : "Conventional wisdom holds that you invest in bonds for yield and equities for capital appreciation," External link

4-traders Saturday, August 31, 2019 3:39:00 PM EAT

Jonathan Golub disse : "Este não é um sinal positivo para o mercado" External link

jornaldenegocios Wednesday, August 14, 2019 11:49:00 PM EAT

Jonathan Golub disse : "Este não é um sinal positivo para o mercado" External link

jornaldenegocios Wednesday, August 14, 2019 5:10:00 PM EAT

Jonathan Golub said : "I don't think you have to buy every dip, and this is a dip I wouldn't be buying," External link

wsau Tuesday, August 6, 2019 1:38:00 AM EAT

Jonathan Golub said : "I don't think you have to buy every dip, and this is a dip I wouldn't be buying," External link

4-traders Tuesday, August 6, 2019 1:29:00 AM EAT

Jonathan Golub said : "I don't think you have to buy every dip, and this is a dip I wouldn't be buying," External link

channelnewsasia Tuesday, August 6, 2019 1:07:00 AM EAT

Jonathan Golub said : "I don't think you have to buy every dip, and this is a dip I wouldn't be buying," External link

news-yahoo Tuesday, August 6, 2019 1:03:00 AM EAT

Jonathan Golub said : "What's the market response to the Fed? It may be happening today. We're going to hit the all-time high. Whether we hit it today or next week, we think the [S&P 500] can hit 3,025 by the by the end of the year. That's another 3 or 4%, and that puts us in the clear optimistic camp," External link

cnbc Wednesday, June 19, 2019 12:12:00 AM EAT

Jonathan Golub said : "We're not saying that now. We're not saying the market's going to fall apart, but we're just saying lower rates and lower inflation are not the elixir everyone thinks they are," External link

cnbc Wednesday, June 19, 2019 12:12:00 AM EAT

Jonathan Golub said : "But if I was really optimistic central banks were going to to really drive this, I would be increasing my numbers...It's not that I'm pessimistic, but a guy who has been the most bullish strategist. In the last five or six years, we were right on that," "I'm a little more balanced, in my view than we've been in a long time. For the past month, we've been highlighting decelerating data" External link

cnbc Wednesday, June 19, 2019 12:12:00 AM EAT

Jonathan Golub said : "What's the market response to the Fed? It may be happening today. We're going to hit the all-time high. Whether we hit it today or next week, we think the [S&P 500] can hit 3,025 by the by the end of the year. That's another 3 or 4%, and that puts us in the clear optimistic camp," External link

cnbc Tuesday, June 18, 2019 9:04:00 PM EAT

Jonathan Golub said : "We're not saying that now. We're not saying the market's going to fall apart, but we're just saying lower rates and lower inflation are not the elixir everyone thinks they are," External link

cnbc Tuesday, June 18, 2019 9:04:00 PM EAT

Jonathan Golub said : "But if I was really optimistic central banks were going to to really drive this, I would be increasing my numbers...It's not that I'm pessimistic, but a guy who has been the most bullish strategist. In the last five or six years, we were right on that," "I'm a little more balanced, in my view than we've been in a long time. For the past month, we've been highlighting decelerating data" External link

cnbc Tuesday, June 18, 2019 9:04:00 PM EAT

Jonathan Golub said : “It’s kind of the risk du jour. Ultimately, the likelihood it actually hurts the economy enough to drive stock prices meaningfully lower is limited. The market right now is still quite healthy,” External link

theglobeandmail Wednesday, May 29, 2019 7:13:00 PM EAT

Jonathan Golub said : "It's kind of the risk du jour. Ultimately, the likelihood it actually hurts the economy enough to drive stock prices meaningfully lower is limited. The market right now is still quite healthy," External link

news-yahoo Wednesday, May 29, 2019 10:33:00 AM EAT

Jonathan Golub said : "It's kind of the risk du jour. Ultimately, the likelihood it actually hurts the economy enough to drive stock prices meaningfully lower is limited. The market right now is still quite healthy," External link

channelnewsasia Wednesday, May 29, 2019 10:28:00 AM EAT

Jonathan Golub said : "It's kind of the risk du jour. Ultimately, the likelihood it actually hurts the economy enough to drive stock prices meaningfully lower is limited. The market right now is still quite healthy," External link

4-traders Wednesday, May 29, 2019 10:28:00 AM EAT

Jonathan Golub argues : “The case for Much Higher Valuations,” External link

theglobeandmail Monday, May 6, 2019 11:00:00 PM EAT

Jonathan Golub wrote : "We believe that investors will focus on the breadth and consistency of top-line results, versus 1Q margin pressures," External link

channelnewsasia Wednesday, April 10, 2019 2:14:00 AM EAT

Jonathan Golub wrote : "We believe that investors will focus on the breadth and consistency of top-line results, versus 1Q margin pressures," External link

news-yahoo Wednesday, April 10, 2019 1:43:00 AM EAT

Jonathan Golub wrote : "We believe that investors will focus on the breadth and consistency of top-line results, versus 1Q margin pressures," External link

4-traders Wednesday, April 10, 2019 1:18:00 AM EAT

Jonathan Golub wrote : "We believe that investors will focus on the breadth and consistency of top-line results, versus 1Q margin pressures," External link

wsau Wednesday, April 10, 2019 1:13:00 AM EAT

Jonathan Golub diz : "Existe a crença de que isso se resolverá rapidamente, e acho que a realidade é que existem questões muito complicadas a longo prazo sobre as relações comerciais entre as duas economias mais poderosas do mundo" External link

valor Tuesday, February 12, 2019 1:27:00 AM EAT

Jonathan Golub said : "There's this belief that this is going to very quickly resolve itself, and I think the reality is that there are very complicated long-term issues on the trade relationship between the two most powerful economies around the world," External link

4-traders Monday, February 11, 2019 7:20:00 PM EAT

Jonathan Golub said : "There's this belief that this is going to very quickly resolve itself, and I think the reality is that there are very complicated long-term issues on the trade relationship between the two most powerful economies around the world," External link

4-traders Monday, February 11, 2019 4:10:00 PM EAT

Jonathan Golub said : "There's this belief that this is going to very quickly resolve itself, and I think the reality is that there are very complicated long-term issues on the trade relationship between the two most powerful economies around the world," External link

4-traders Monday, February 11, 2019 2:44:00 PM EAT

Jonathan Golub said : "There's this belief that this is going to very quickly resolve itself, and I think the reality is that there are very complicated long-term issues on the trade relationship between the two most powerful economies around the world," External link

4-traders Monday, February 11, 2019 12:52:00 PM EAT

Jonathan Golub said : “A lot of folks are hitting the panic button, and it’s not really the right way to think about this. You have to look at what’s really going on,” External link

theglobeandmail Thursday, February 7, 2019 7:31:00 PM EAT

Jonathan Golub said : "A lot of folks are hitting the panic button, and it's not really the right way to think about this. You have to look at what's really going on," External link

channelnewsasia Thursday, February 7, 2019 4:53:00 AM EAT

Jonathan Golub said : "A lot of folks are hitting the panic button, and it's not really the right way to think about this. You have to look at what's really going on," External link

news-yahoo Thursday, February 7, 2019 3:44:00 AM EAT

Jonathan Golub said : "A lot of folks are hitting the panic button, and it's not really the right way to think about this. You have to look at what's really going on," External link

4-traders Thursday, February 7, 2019 3:38:00 AM EAT

Jonathan Golub said : "I don't think the reports that came out point to a weakness on a going forward basis," External link

business-standard Tuesday, January 15, 2019 11:06:00 PM EAT

Jonathan Golub said : "I don't think the reports that came out point to a weakness on a going forward basis," External link

news-yahoo Tuesday, January 15, 2019 11:02:00 PM EAT

Jonathan Golub said : "I don't think the reports that came out point to a weakness on a going forward basis," External link

channelnewsasia Tuesday, January 15, 2019 10:44:00 PM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

brisbanetimes Monday, January 14, 2019 2:30:00 AM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

smh Monday, January 14, 2019 2:23:00 AM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

theage Monday, January 14, 2019 2:11:00 AM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

watoday Monday, January 14, 2019 2:07:00 AM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

dailysabah Monday, January 14, 2019 1:00:00 AM EAT

Jonathan Golub said : “The commentary we’re going to get on China and trade is going to be potentially pretty bad. It’s almost like companies reserving for things that could go wrong in future quarters,” External link

themalaymailonline Sunday, January 13, 2019 4:54:00 PM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

yenisafak-en Sunday, January 13, 2019 4:22:00 PM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

trust Sunday, January 13, 2019 4:16:00 PM EAT

Jonathan Golub said : “The commentary we’re going to get on China and trade is going to be potentially pretty bad. It’s almost like companies reserving for things that could go wrong in future quarters,” External link

gulf-times Saturday, January 12, 2019 11:22:00 PM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

khaleejtimes Saturday, January 12, 2019 4:22:00 PM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

business-standard Saturday, January 12, 2019 8:39:00 AM EAT

Jonathan Golub said : “The commentary we’re going to get on China and trade is going to be potentially pretty bad. It’s almost like companies reserving for things that could go wrong in future quarters,” External link

themalaymailonline Saturday, January 12, 2019 5:58:00 AM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

4-traders Saturday, January 12, 2019 4:55:00 AM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

channelnewsasia Saturday, January 12, 2019 4:50:00 AM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

news-yahoo Saturday, January 12, 2019 4:29:00 AM EAT

Jonathan Golub said : “The commentary we’re going to get on China and trade is going to be potentially pretty bad. It’s almost like companies reserving for things that could go wrong in future quarters,” External link

theglobeandmail Friday, January 11, 2019 10:51:00 PM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

trust Friday, January 11, 2019 10:29:00 PM EAT

Jonathan Golub said : “The economy is going to move forward, and I think the market is going to move forward, but they’re not going to be led by things that are as cyclical,” External link

TheFrontierPost-en Monday, December 31, 2018 9:54:00 PM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

business-standard Sunday, December 30, 2018 10:00:00 AM EAT

Jonathan Golub said : “The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical,” External link

themalaymailonline Sunday, December 30, 2018 5:47:00 AM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

brisbanetimes Sunday, December 30, 2018 3:39:00 AM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

smh Sunday, December 30, 2018 3:31:00 AM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

theage Sunday, December 30, 2018 3:24:00 AM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

watoday Sunday, December 30, 2018 3:20:00 AM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

4-traders Saturday, December 29, 2018 11:51:00 PM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

news-yahoo Saturday, December 29, 2018 11:22:00 PM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

khaleejtimes Saturday, December 29, 2018 6:37:00 PM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

economictimes Saturday, December 29, 2018 1:23:00 PM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

channelnewsasia Saturday, December 29, 2018 6:13:00 AM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

4-traders Saturday, December 29, 2018 4:39:00 AM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

news-yahoo Saturday, December 29, 2018 4:38:00 AM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

business-standard Saturday, December 29, 2018 12:36:00 AM EAT

Jonathan Golub said : “The economy is going to move forward, and I think the market is going to move forward, but they’re not going to be led by things that are as cyclical,” External link

theglobeandmail Friday, December 28, 2018 11:42:00 PM EAT

Jonathan Golub wrote : “This reflects our view that the recent market disruption is not driven by fundamentals, and that stocks will re-rate in the year ahead as volatility subsides and the Fed concludes its rate hike cycle,” External link

news-yahoo Tuesday, December 18, 2018 7:03:00 PM EAT

Jonathan Golub said : “2018 experienced above-trend EPS and GDP growth driven by tax changes, government stimulus, and other non-recurring items. 2019 will likely see a deceleration toward more sustainable trend levels of 2.5% GDP and 6 to 7% EPS growth,” “Importantly, with recession risks well-contained, such a backdrop should be more than sufficient to propel the market forward” External link

news-yahoo Tuesday, December 18, 2018 7:03:00 PM EAT

Jonathan Golub said : “Despite these headline risks, we believe that solid economic/EPS growth and benign recessionary risks will be sufficient to propel the market higher,” External link

news-yahoo Tuesday, December 18, 2018 7:03:00 PM EAT

Jonathan Golub wrote : “Our lower price target reflects recent volatility, rather than a change in fundamental backdrop,” External link

news-yahoo Tuesday, December 18, 2018 6:39:00 PM EAT

Jonathan Golub says : "Technology is our favorite sector despite elevated multiples. Fundamentals remain strong given the group's exposure to secular growth themes in subgroups such as internet and software-as-a-service" External link

finanznachrichten-en Wednesday, December 12, 2018 7:11:00 PM EAT

Jonathan Golub said : “Where we’re getting to is a healthy, sustainable level from something that was running really very hot,” External link

theglobeandmail Monday, December 10, 2018 5:53:00 PM EAT

Jonathan Golub said : "Where we're getting to is a healthy, sustainable level from something that was running really very hot," External link

business-standard Monday, December 10, 2018 5:10:00 PM EAT

Jonathan Golub said : “Despite these headline risks, we believe that solid economic/EPS growth and benign recessionary risks will be sufficient to propel the market higher,” External link

news-yahoo Monday, December 10, 2018 2:33:00 PM EAT

Jonathan Golub said : “Despite these headline risks, we believe that solid economic/EPS growth and benign recessionary risks will be sufficient to propel the market higher,” External link

news-yahoo Saturday, December 8, 2018 6:09:00 PM EAT

Jonathan Golub added : “Beats have been quite abundant, particularly on the top line. As a result, the sector has seen among strongest positive price performance,” External link

hellenicshippingnews Friday, November 10, 2017 6:11:00 PM EAT

Jonathan Golub says : “That could lead to uncertainty in the banking sector,” External link

usaToday Thursday, March 9, 2017 7:18:00 PM EAT

Jonathan Golub dit : "Pour l'instant, le marché paraît haussier, le risque étant que même des types comme moi qui étaient très optimistes ont peut-être été trop prudents" External link

LesEchos Friday, December 9, 2016 5:51:00 PM EAT

Jonathan Golub dit : "Pour l'instant, le marché paraît haussier, le risque étant que même des types comme moi qui étaient très optimistes ont peut-être été trop prudents" External link

capital-FR Thursday, December 8, 2016 1:05:00 AM EAT

Jonathan Golub said : “Right now it looks as if the bull market is on, and the risks are that even guys like me who put out a very optimistic call were too conservative,” External link

theglobeandmail Thursday, December 8, 2016 12:51:00 AM EAT

Jonathan Golub said : "Right now it looks as if the bull market is on, and the risks are that even guys like me who put out a very optimistic call were too conservative," External link

channelnewsasia Wednesday, December 7, 2016 10:11:00 PM EAT

Jonathan Golub said : "Right now it looks as if the bull market is on, and the risks are that even guys like me who put out a very optimistic call were too conservative," External link

reuters Wednesday, December 7, 2016 9:55:00 PM EAT

Jonathan Golub said : “It’s almost like personal taxes,” External link

cfo Tuesday, December 6, 2016 7:53:00 PM EAT

Jonathan Golub said : “The market has done a complete about-face,” External link

theglobeandmail Thursday, November 10, 2016 8:07:00 PM EAT

Jonathan Golub said : "It's hard to paint this as anything but a good earnings season," External link

4-traders Monday, November 7, 2016 2:36:00 AM EAT

Jonathan Golub said : "The most important thing that we found is we looked at what happens when interest rates rise — do these really get obliterated," External link

bloomberg Wednesday, September 14, 2016 5:23:00 PM EAT

Jonathan Golub said : "People were confusing recent market runs with the sectors that are actually at a discount," External link

bloomberg Wednesday, September 14, 2016 5:23:00 PM EAT

Jonathan Golub said : "If we found out that there was something catastrophic about her health it obviously would matter, but you have to be very careful about extrapolating shorter-term news," External link

bdlive Monday, September 12, 2016 4:50:00 PM EAT

Jonathan Golub said : "If we found out that there was something catastrophic about her health it obviously would matter, but you have to be very careful about extrapolating shorter-term news," External link

bdlive Monday, September 12, 2016 3:01:00 PM EAT

Jonathan Golub said ( about Fed Vice ) : "We have unemployment under 5%. There is no reason why the Fed should not move [to raise interest rates]. They are so close to their collective target[s] that having rates at this low doesn't make any sense," External link

4-traders Monday, August 29, 2016 7:40:00 PM EAT

Jonathan Golub said ( about Fed Vice ) : "We have unemployment under 5%. There is no reason why the Fed should not move [to raise interest rates]. They are so close to at their collective target[s] that having rates at this low doesn't make any sense," External link

4-traders Monday, August 29, 2016 6:59:00 PM EAT

Jonathan Golub said : "If we take the U.S. economy from a little over 2 percent to even 2.5 [percent], the impact that's going to have on markets and confidence can't be overstated," External link

cnbc Friday, August 19, 2016 8:41:00 PM EAT

Jonathan Golub said : “The reason we study earnings is to get a sense of where things are going not where they’ve been and I think that if there was a vulnerability going into earnings season that people were concerned about negative growth rate, it really looks like that fear is going away,” External link

marketwatch Friday, July 22, 2016 9:59:00 PM EAT

Jonathan Golub said : “The reason we study earnings is to get a sense of where things are going not were they’ve been and I think that if there was a vulnerability going into earnings season that people were concerned about negative growth rate it really looks like that fear is going away,” External link

marketwatch Friday, July 22, 2016 8:03:00 PM EAT

Jonathan Golub said : "If they continue to talk the rate higher and the market continues to hang in there, then there's a good chance they move in June," External link

cnbc Tuesday, May 24, 2016 6:13:00 PM EAT



Key Titles and Phrases Count Lang Last Seen
chief u.s.21.21%EN03/09/201709/03/2017
strategist29.29%EN02/13/201713/02/2017
capital strategist1.01%EN02/09/201709/02/2017
only strategist1.01%EN01/03/201703/01/2017
investment analyst1.01%EN12/21/201621/12/2016
analyst1.01%EN12/21/201621/12/2016
responsable4.04%FR12/09/201609/12/2016
chief8.08%EN12/07/201607/12/2016
managing director6.06%EN09/12/201612/09/2016
director2.02%EN09/12/201612/09/2016
chief us5.05%EN12/30/201230/12/2012
chief u20.20%EN12/29/201229/12/2012
Names Lang Count
Jonathan GolubEN64.85%
Jonathan GolubFR35.15%


 
Show/hide duplicate news articles.
<<10<12345678910>>>10
 
Show/hide duplicate news articles.
<<10<12345678910>>>10

Languages Collapse menu...Expand menu...

Select your languages

af
am
ar
de
en
es
fr
ha
pt
rw
sw
all
Show additional languagesHide additional languages

Interface:

Legend Collapse menu...Expand menu...


Quotes... Explore Relations


EMM Visual Explorer


AfricaBrief

Jonathan Golub

Last updated on 2014-12-25T09:10+0300.

About this image

sign

Quotes... Extracted quotes from

Jonathan Golub said : “Investors have voiced concern that peaking fundamentals are a harbinger for stock prices,” External link

wsau Thursday, May 27, 2021 5:23:00 AM EAT

Jonathan Golub added : "Markets respond to things like that and they should," "You can see this is not by accident but the administration and others have highlighted that they want labor to get a larger share of the economy" External link

cnbc Saturday, May 22, 2021 3:44:00 PM EAT

Jonathan Golub says : "Unless [Biden] did something insane, the table was set for this market," External link

npr Saturday, May 1, 2021 12:28:00 PM EAT

Jonathan Golub said : “economic re-acceleration, and a rebound in commodity prices,” External link

theglobeandmail Tuesday, April 20, 2021 2:28:00 PM EAT

Jonathan Golub noted : "Approximately 13 months ago, COVID-19 sent us home from our offices and our kids from school. While the pandemic nearly shut down the world economy, an unprecedented policy response kept the economy afloat, leading to the shortest recessionary decline and the steepest stock market bounce in history," External link

cnbc Friday, April 2, 2021 7:16:00 PM EAT

Jonathan Golub wrote : "Our work shows that every 1% change in GDP drives a 2½–3% change in revenues, and even larger improvements in profits," External link

cnbc Friday, April 2, 2021 7:16:00 PM EAT

Jonathan Golub said : “The market in 6-to-8 months from now is going to start getting more concerned about that,” External link

theage Sunday, March 21, 2021 10:02:00 PM EAT

Jonathan Golub said : “The market in 6-to-8 months from now is going to start getting more concerned about that,” External link

watoday Sunday, March 21, 2021 10:01:00 PM EAT

Jonathan Golub said : “The market in 6-to-8 months from now is going to start getting more concerned about that,” External link

smh Sunday, March 21, 2021 10:00:00 PM EAT

Jonathan Golub said : “The market in 6-to-8 months from now is going to start getting more concerned about that,” External link

brisbanetimes Sunday, March 21, 2021 9:59:00 PM EAT

Jonathan Golub said : “The market in 6-to-8 months from now is going to start getting more concerned about that,” External link

theherald-au Sunday, March 21, 2021 9:54:00 PM EAT

Jonathan Golub said : “The market in 6-to-8 months from now is going to start getting more concerned about that,” External link

hellenicshippingnews Friday, March 19, 2021 9:38:00 PM EAT

Jonathan Golub said : “The market in 6-to-8 months from now is going to start getting more concerned about that,” External link

reuters-af Friday, March 19, 2021 1:36:00 PM EAT

Jonathan Golub said : "The market in 6-to-8 months from now is going to start getting more concerned about that," External link

channelnewsasia Friday, March 19, 2021 1:29:00 PM EAT

Jonathan Golub said : "The market in 6-to-8 months from now is going to start getting more concerned about that," External link

4-traders Friday, March 19, 2021 1:06:00 PM EAT

Jonathan Golub said : “I’m predicting stocks are meaningfully cheaper between now and the end of the year, which is a very nice setup not only for this year but for next year,” External link

hellenicshippingnews Wednesday, March 10, 2021 11:45:00 PM EAT

Jonathan Golub said : "I'm predicting stocks are meaningfully cheaper between now and the end of the year, which is a very nice setup not only for this year but for next year," External link

channelnewsasia Wednesday, March 10, 2021 4:51:00 PM EAT

Jonathan Golub said : "I'm predicting stocks are meaningfully cheaper between now and the end of the year, which is a very nice setup not only for this year but for next year," External link

wsau Wednesday, March 10, 2021 4:02:00 PM EAT

Jonathan Golub said : “I’m predicting stocks are meaningfully cheaper between now and the end of the year, which is a very nice setup not only for this year but for next year,” External link

ara-reuters Wednesday, March 10, 2021 3:53:00 PM EAT

Jonathan Golub said : “I’m predicting stocks are meaningfully cheaper between now and the end of the year, which is a very nice setup not only for this year but for next year,” External link

reuters-af Wednesday, March 10, 2021 3:34:00 PM EAT

Jonathan Golub said : "There's a systematic underestimation of the economic and earnings forecasts for the last nine months," External link

wsau Thursday, February 25, 2021 5:18:00 AM EAT

Jonathan Golub added : "Everywhere I look, there's upside," External link

wsau Thursday, February 25, 2021 5:18:00 AM EAT

Jonathan Golub said : “There’s a systematic underestimation of the economic and earnings forecasts for the last nine months,” External link

reuters-af Thursday, February 25, 2021 4:47:00 AM EAT

Jonathan Golub added : “Everywhere I look, there’s upside,” External link

reuters-af Thursday, February 25, 2021 4:47:00 AM EAT

Jonathan Golub said : “There’s a systematic underestimation of the economic and earnings forecasts for the last nine months,” External link

ara-reuters Thursday, February 25, 2021 4:39:00 AM EAT

Jonathan Golub added : “Everywhere I look, there’s upside,” External link

ara-reuters Thursday, February 25, 2021 4:39:00 AM EAT

Jonathan Golub said : "Rising rates — a benefit to Financials — and copper and oil prices — a boon for Industrials, Energy, and Materials — further augment this favorable backdrop," External link

cnbc Wednesday, February 24, 2021 3:20:00 PM EAT

Jonathan Golub said : “The broad theme is that you want companies that are most cyclically exposed,” External link

ft Thursday, February 18, 2021 12:39:00 PM EAT

Jonathan Golub said : "I don't think that there's a smooth, easy straight-line story on this," "I think for the next three or four months, the reopening process is going to be sloppy" External link

cnbc Tuesday, December 22, 2020 11:41:00 PM EAT

Jonathan Golub said : "I don't think that there's a smooth, easy straight-line story on this," "I think for the next three or four months, the reopening process is going to be sloppy" External link

cnbc Tuesday, December 22, 2020 10:16:00 PM EAT

Jonathan Golub said : "I don't think that there's a smooth, easy straight-line story on this," "I think for the next three or four months, the reopening process is going to be sloppy" External link

cnbc Tuesday, December 22, 2020 8:09:00 PM EAT

Jonathan Golub said : "I don't think that there's a smooth, easy straight-line story on this," "I think for the next three or four months, the reopening process is going to be sloppy" External link

cnbc Tuesday, December 22, 2020 5:57:00 PM EAT

Jonathan Golub said : "I don't think that there's a smooth, easy straight-line story on this," "I think for the next three or four months, the reopening process is going to be sloppy" External link

cnbc Tuesday, December 22, 2020 3:46:00 PM EAT

Jonathan Golub said : "I don't think that there's a smooth, easy straight-line story on this," "I think for the next three or four months, the reopening process is going to be sloppy" External link

cnbc Tuesday, December 22, 2020 2:35:00 PM EAT

Jonathan Golub said : "I don't think that there's a smooth, easy straight-line story on this," "I think for the next three or four months, the reopening process is going to be sloppy" External link

cnbc Tuesday, December 22, 2020 11:31:00 AM EAT

Jonathan Golub said : "I don't think that there's a smooth, easy straight-line story on this," "I think for the next three or four months, the reopening process is going to be sloppy" External link

cnbc Tuesday, December 22, 2020 9:57:00 AM EAT

Jonathan Golub said : "I don't think that there's a smooth, easy straight-line story on this," "I think for the next three or four months, the reopening process is going to be sloppy" External link

cnbc Tuesday, December 22, 2020 8:20:00 AM EAT

Jonathan Golub said : "I don't think that there's a smooth, easy straight-line story on this," "I think for the next three or four months, the reopening process is going to be sloppy" External link

cnbc Tuesday, December 22, 2020 7:20:00 AM EAT

Jonathan Golub said : "I don't think that there's a smooth, easy straight-line story on this," "I think for the next three or four months, the reopening process is going to be sloppy" External link

cnbc Tuesday, December 22, 2020 4:42:00 AM EAT

Jonathan Golub said : "I don't think that there's a smooth, easy straight-line story on this," "I think for the next three or four months, the reopening process is going to be sloppy" External link

cnbc Tuesday, December 22, 2020 2:42:00 AM EAT

Jonathan Golub said : “In the last six weeks, it’s been nearly impossible to capture a single theme and ride it because the market’s flipping back and forth,” External link

economictimes Sunday, November 22, 2020 4:29:00 PM EAT

Jonathan Golub said : "You have to assume in general that whatever level stimulus you would have received will probably be less because policy makers will say that the economy will mend," External link

thedailystarBD Tuesday, November 10, 2020 11:40:00 PM EAT

Jonathan Golub said : “You have to assume in general that whatever level stimulus you would have received will probably be less because policy makers will say that the economy will mend,” External link

JakartaPost Tuesday, November 10, 2020 11:55:00 AM EAT

Jonathan Golub said : “You have to assume in general that whatever level stimulus you would have received will probably be less because policy makers will say that the economy will mend,” External link

news18 Tuesday, November 10, 2020 10:30:00 AM EAT

Jonathan Golub said : "You have to assume in general that whatever level stimulus you would have received will probably be less because policy makers will say that the economy will mend," External link

wsau Tuesday, November 10, 2020 10:24:00 AM EAT

Jonathan Golub said : "You have to assume in general that whatever level stimulus you would have received will probably be less because policy makers will say that the economy will mend," External link

4-traders Tuesday, November 10, 2020 9:59:00 AM EAT

Jonathan Golub said : "You have to assume in general that whatever level stimulus you would have received will probably be less because policy makers will say that the economy will mend," External link

news-yahoo Tuesday, November 10, 2020 9:54:00 AM EAT

Jonathan Golub said : "You have to assume in general that whatever level stimulus you would have received will probably be less because policy makers will say that the economy will mend," External link

channelnewsasia Tuesday, November 10, 2020 9:45:00 AM EAT

Jonathan Golub said : “We have had a lot of false positives on value rotation,” External link

ft Tuesday, November 10, 2020 8:26:00 AM EAT

Jonathan Golub said : “the only way value will really beat growth is if banks beat tech stocks” External link

ft Tuesday, November 10, 2020 8:26:00 AM EAT

Jonathan Golub said : “If and when there is a vaccine, that will be the catalyst for the next large outperformance in value, but while you are waiting it’s much easier to do that in growth names,” External link

ft Tuesday, November 10, 2020 8:26:00 AM EAT

Jonathan Golub said : “Ultimately, these [four tech] companies were going to report anyway,” External link

ibtimes Thursday, July 30, 2020 5:18:00 PM EAT

Jonathan Golub said : “There was a decent strengthening of the dollar over the first quarter,” “And it has and will be noticeable to earnings. But the real issue, for now, is that for some companies there is no business” External link

bloomberg Saturday, May 2, 2020 3:44:00 PM EAT

Jonathan Golub said : “There was a decent strengthening of the dollar over the first quarter,” “And it has and will be noticeable to earnings. But the real issue, for now, is that for some companies there is no business” External link

news-yahoo Saturday, May 2, 2020 3:38:00 PM EAT

Jonathan Golub said : "If you take a look where the real battle is in the market, it's a fundamental story," External link

cnbc Friday, April 24, 2020 11:26:00 PM EAT

Jonathan Golub said : "That's really problematic because it means that we're kind of flying blind a little bit," External link

4-traders Sunday, April 19, 2020 7:23:00 PM EAT

Jonathan Golub said : "Stocks have been on a wild ride ... not surprisingly, investors are split on whether to lean into or fade the current rally," External link

abc-au Wednesday, April 1, 2020 6:42:00 AM EAT

Jonathan Golub disse : "As ações estão em uma corrida louca... (e) não surpreendentemente, os investidores estão divididos entre estender ou apagar o atual rali" External link

noticias-r7 Wednesday, April 1, 2020 3:54:00 AM EAT

Jonathan Golub said : "Stocks have been on a wild ride ... not surprisingly, investors are split on whether to lean into or fade the current rally," External link

abs-cbnnews Wednesday, April 1, 2020 3:36:00 AM EAT

Jonathan Golub said : "Stocks have been on a wild ride ... not surprisingly, investors are split on whether to lean into or fade the current rally," External link

abc-au Wednesday, April 1, 2020 2:39:00 AM EAT

Jonathan Golub said : "Stocks have been on a wild ride ... not surprisingly, investors are split on whether to lean into or fade the current rally," External link

khaleejtimes Wednesday, April 1, 2020 1:05:00 AM EAT

Jonathan Golub said : "Stocks have been on a wild ride ... not surprisingly, investors are split on whether to lean into or fade the current rally," External link

abc-au Wednesday, April 1, 2020 12:59:00 AM EAT

Jonathan Golub said : "Stocks have been on a wild ride ... not surprisingly, investors are split on whether to lean into or fade the current rally," External link

news-yahoo Wednesday, April 1, 2020 12:30:00 AM EAT

Jonathan Golub said : "Stocks have been on a wild ride ... (and) not surprisingly, investors are split on whether to lean into or fade the current rally," External link

news-yahoo Tuesday, March 31, 2020 10:11:00 PM EAT

Jonathan Golub said : "Stocks have been on a wild ride ... (and) not surprisingly, investors are split on whether to lean into or fade the current rally," External link

4-traders Tuesday, March 31, 2020 9:18:00 PM EAT

Jonathan Golub said : "Stocks have been on a wild ride ... (and) not surprisingly, investors are split on whether to lean in to or fade the current rally," External link

news-yahoo Tuesday, March 31, 2020 8:57:00 PM EAT

Jonathan Golub said : "Stocks have been on a wild ride ... (and) not surprisingly, investors are split on whether to lean into or fade the current rally," External link

4-traders Tuesday, March 31, 2020 7:55:00 PM EAT

Jonathan Golub said : "Stocks have been on a wild ride ... (and) not surprisingly, investors are split on whether to lean in to or fade the current rally," External link

news-yahoo Tuesday, March 31, 2020 7:38:00 PM EAT

Jonathan Golub said : "Stocks have been on a wild ride ... (and) not surprisingly, investors are split on whether to lean into or fade the current rally," External link

news-yahoo Tuesday, March 31, 2020 7:38:00 PM EAT

Jonathan Golub disse : "As ações estão em uma corrida louca... (e) não surpreendentemente, os investidores estão divididos entre estender ou apagar o atual rali" External link

uol Tuesday, March 31, 2020 7:33:00 PM EAT

Jonathan Golub disse : "Em grande parte, as empresas estão dizendo, ouça, 'eu não sei o que está acontecendo. Estamos retirando nossa previsão. Você está por sua conta'" External link

uol Monday, March 30, 2020 5:56:00 PM EAT

Jonathan Golub disse : "Em grande parte, as empresas estão dizendo, ouça, 'eu não sei o que está acontecendo. Estamos retirando nossa previsão. Você está por sua conta'" External link

noticias-terra-br Monday, March 30, 2020 5:36:00 PM EAT

Jonathan Golub says : “Who will come out of this in better shape than peers?” External link

usaToday Monday, March 30, 2020 2:40:00 PM EAT

Jonathan Golub says : “how much they will have to set aside,” External link

usaToday Monday, March 30, 2020 2:40:00 PM EAT

Jonathan Golub says : “Who will come out of this in better shape than peers?” External link

news-yahoo Monday, March 30, 2020 1:02:00 PM EAT

Jonathan Golub says : “how much they will have to set aside,” External link

news-yahoo Monday, March 30, 2020 1:02:00 PM EAT

Jonathan Golub says : “While this is surely possible, we believe it is highly improbable,” External link

news-yahoo Thursday, March 19, 2020 12:57:00 AM EAT

Jonathan Golub says : “While this is surely possible, we believe it is highly improbable,” External link

news-yahoo Wednesday, March 18, 2020 4:30:00 PM EAT

Jonathan Golub says : “While this is surely possible, we believe it is highly improbable,” External link

usaToday Wednesday, March 18, 2020 4:29:00 PM EAT

Jonathan Golub said : “The risk of a recession right now is very well-contained, so unless something breaks down on the economic front or the coronavirus issue becomes more problematic than the market is currently discounting or something like that, then there’s no reason to believe the market is not going to continue to grind higher,” External link

reuters-uk Wednesday, February 26, 2020 6:08:00 PM EAT

Jonathan Golub said : "The risk of a recession right now is very well-contained, so unless something breaks down on the economic front or the coronavirus issue becomes more problematic than the market is currently discounting or something like that, then there's no reason to believe the market is not going to continue to grind higher," External link

wsau Wednesday, February 26, 2020 4:18:00 PM EAT

Jonathan Golub said : "The risk of a recession right now is very well-contained, so unless something breaks down on the economic front or the coronavirus issue becomes more problematic than the market is currently discounting or something like that, then there's no reason to believe the market is not going to continue to grind higher," External link

news-yahoo Wednesday, February 26, 2020 3:46:00 PM EAT

Jonathan Golub said : "The prospects of better economics and earnings are fueling the most recent leg higher, and the data suggests that this trend will continue," External link

cnbc Tuesday, January 21, 2020 9:18:00 PM EAT

Jonathan Golub said : "2019 was a year of lousy earnings, and the fourth quarter is the end of a lousy year," "I think earnings surprises will be fine, but what the real story here is, it looks like magically the 2020 numbers are going to be much, much stronger than 2019" External link

cnbc Saturday, January 18, 2020 1:01:00 AM EAT

Jonathan Golub said : "The first one is tech-related companies. Many of the mega caps had okay earnings, but their margins were under a lot of pressure and it subtracted earnings growth in 2019. Those trends are supposed to reverse. So what was a negative because of easy comps becomes a positive," "The same thing with the energy sector which was a disaster in terms of earnings growth in 2019" External link

cnbc Saturday, January 18, 2020 1:01:00 AM EAT

Jonathan Golub said : "I'm under the strong belief that trade is a side show," External link

channelnewsasia Tuesday, November 26, 2019 7:16:00 PM EAT

Jonathan Golub said : "I'm under the strong belief that trade is a side show," External link

4-traders Tuesday, November 26, 2019 6:34:00 PM EAT

Jonathan Golub said : “I’m under the strong belief that trade is a side show,” External link

theglobeandmail Tuesday, November 26, 2019 5:38:00 PM EAT

Jonathan Golub said : "I'm under the strong belief that trade is a side show," External link

wsau Tuesday, November 26, 2019 10:28:00 AM EAT

Jonathan Golub said : "I'm under the strong belief that trade is a side show," External link

news-yahoo Tuesday, November 26, 2019 10:21:00 AM EAT

Jonathan Golub said : “A steep curve is a signal that people think that the future is bright, and that is very important to investors,” External link

nytimes Monday, November 11, 2019 3:02:00 PM EAT

Jonathan Golub said : “A steep curve is a signal that people think that the future is bright, and that is very important to investors,” External link

nytimes Friday, November 8, 2019 6:02:00 PM EAT

Jonathan Golub wrote : "Conventional wisdom holds that you invest in bonds for yield and equities for capital appreciation," External link

4-traders Saturday, August 31, 2019 3:39:00 PM EAT

Jonathan Golub disse : "Este não é um sinal positivo para o mercado" External link

jornaldenegocios Wednesday, August 14, 2019 11:49:00 PM EAT

Jonathan Golub disse : "Este não é um sinal positivo para o mercado" External link

jornaldenegocios Wednesday, August 14, 2019 5:10:00 PM EAT

Jonathan Golub said : "I don't think you have to buy every dip, and this is a dip I wouldn't be buying," External link

wsau Tuesday, August 6, 2019 1:38:00 AM EAT

Jonathan Golub said : "I don't think you have to buy every dip, and this is a dip I wouldn't be buying," External link

4-traders Tuesday, August 6, 2019 1:29:00 AM EAT

Jonathan Golub said : "I don't think you have to buy every dip, and this is a dip I wouldn't be buying," External link

channelnewsasia Tuesday, August 6, 2019 1:07:00 AM EAT

Jonathan Golub said : "I don't think you have to buy every dip, and this is a dip I wouldn't be buying," External link

news-yahoo Tuesday, August 6, 2019 1:03:00 AM EAT

Jonathan Golub said : "What's the market response to the Fed? It may be happening today. We're going to hit the all-time high. Whether we hit it today or next week, we think the [S&P 500] can hit 3,025 by the by the end of the year. That's another 3 or 4%, and that puts us in the clear optimistic camp," External link

cnbc Wednesday, June 19, 2019 12:12:00 AM EAT

Jonathan Golub said : "We're not saying that now. We're not saying the market's going to fall apart, but we're just saying lower rates and lower inflation are not the elixir everyone thinks they are," External link

cnbc Wednesday, June 19, 2019 12:12:00 AM EAT

Jonathan Golub said : "But if I was really optimistic central banks were going to to really drive this, I would be increasing my numbers...It's not that I'm pessimistic, but a guy who has been the most bullish strategist. In the last five or six years, we were right on that," "I'm a little more balanced, in my view than we've been in a long time. For the past month, we've been highlighting decelerating data" External link

cnbc Wednesday, June 19, 2019 12:12:00 AM EAT

Jonathan Golub said : "What's the market response to the Fed? It may be happening today. We're going to hit the all-time high. Whether we hit it today or next week, we think the [S&P 500] can hit 3,025 by the by the end of the year. That's another 3 or 4%, and that puts us in the clear optimistic camp," External link

cnbc Tuesday, June 18, 2019 9:04:00 PM EAT

Jonathan Golub said : "We're not saying that now. We're not saying the market's going to fall apart, but we're just saying lower rates and lower inflation are not the elixir everyone thinks they are," External link

cnbc Tuesday, June 18, 2019 9:04:00 PM EAT

Jonathan Golub said : "But if I was really optimistic central banks were going to to really drive this, I would be increasing my numbers...It's not that I'm pessimistic, but a guy who has been the most bullish strategist. In the last five or six years, we were right on that," "I'm a little more balanced, in my view than we've been in a long time. For the past month, we've been highlighting decelerating data" External link

cnbc Tuesday, June 18, 2019 9:04:00 PM EAT

Jonathan Golub said : “It’s kind of the risk du jour. Ultimately, the likelihood it actually hurts the economy enough to drive stock prices meaningfully lower is limited. The market right now is still quite healthy,” External link

theglobeandmail Wednesday, May 29, 2019 7:13:00 PM EAT

Jonathan Golub said : "It's kind of the risk du jour. Ultimately, the likelihood it actually hurts the economy enough to drive stock prices meaningfully lower is limited. The market right now is still quite healthy," External link

news-yahoo Wednesday, May 29, 2019 10:33:00 AM EAT

Jonathan Golub said : "It's kind of the risk du jour. Ultimately, the likelihood it actually hurts the economy enough to drive stock prices meaningfully lower is limited. The market right now is still quite healthy," External link

channelnewsasia Wednesday, May 29, 2019 10:28:00 AM EAT

Jonathan Golub said : "It's kind of the risk du jour. Ultimately, the likelihood it actually hurts the economy enough to drive stock prices meaningfully lower is limited. The market right now is still quite healthy," External link

4-traders Wednesday, May 29, 2019 10:28:00 AM EAT

Jonathan Golub argues : “The case for Much Higher Valuations,” External link

theglobeandmail Monday, May 6, 2019 11:00:00 PM EAT

Jonathan Golub wrote : "We believe that investors will focus on the breadth and consistency of top-line results, versus 1Q margin pressures," External link

channelnewsasia Wednesday, April 10, 2019 2:14:00 AM EAT

Jonathan Golub wrote : "We believe that investors will focus on the breadth and consistency of top-line results, versus 1Q margin pressures," External link

news-yahoo Wednesday, April 10, 2019 1:43:00 AM EAT

Jonathan Golub wrote : "We believe that investors will focus on the breadth and consistency of top-line results, versus 1Q margin pressures," External link

4-traders Wednesday, April 10, 2019 1:18:00 AM EAT

Jonathan Golub wrote : "We believe that investors will focus on the breadth and consistency of top-line results, versus 1Q margin pressures," External link

wsau Wednesday, April 10, 2019 1:13:00 AM EAT

Jonathan Golub diz : "Existe a crença de que isso se resolverá rapidamente, e acho que a realidade é que existem questões muito complicadas a longo prazo sobre as relações comerciais entre as duas economias mais poderosas do mundo" External link

valor Tuesday, February 12, 2019 1:27:00 AM EAT

Jonathan Golub said : "There's this belief that this is going to very quickly resolve itself, and I think the reality is that there are very complicated long-term issues on the trade relationship between the two most powerful economies around the world," External link

4-traders Monday, February 11, 2019 7:20:00 PM EAT

Jonathan Golub said : "There's this belief that this is going to very quickly resolve itself, and I think the reality is that there are very complicated long-term issues on the trade relationship between the two most powerful economies around the world," External link

4-traders Monday, February 11, 2019 4:10:00 PM EAT

Jonathan Golub said : "There's this belief that this is going to very quickly resolve itself, and I think the reality is that there are very complicated long-term issues on the trade relationship between the two most powerful economies around the world," External link

4-traders Monday, February 11, 2019 2:44:00 PM EAT

Jonathan Golub said : "There's this belief that this is going to very quickly resolve itself, and I think the reality is that there are very complicated long-term issues on the trade relationship between the two most powerful economies around the world," External link

4-traders Monday, February 11, 2019 12:52:00 PM EAT

Jonathan Golub said : “A lot of folks are hitting the panic button, and it’s not really the right way to think about this. You have to look at what’s really going on,” External link

theglobeandmail Thursday, February 7, 2019 7:31:00 PM EAT

Jonathan Golub said : "A lot of folks are hitting the panic button, and it's not really the right way to think about this. You have to look at what's really going on," External link

channelnewsasia Thursday, February 7, 2019 4:53:00 AM EAT

Jonathan Golub said : "A lot of folks are hitting the panic button, and it's not really the right way to think about this. You have to look at what's really going on," External link

news-yahoo Thursday, February 7, 2019 3:44:00 AM EAT

Jonathan Golub said : "A lot of folks are hitting the panic button, and it's not really the right way to think about this. You have to look at what's really going on," External link

4-traders Thursday, February 7, 2019 3:38:00 AM EAT

Jonathan Golub said : "I don't think the reports that came out point to a weakness on a going forward basis," External link

business-standard Tuesday, January 15, 2019 11:06:00 PM EAT

Jonathan Golub said : "I don't think the reports that came out point to a weakness on a going forward basis," External link

news-yahoo Tuesday, January 15, 2019 11:02:00 PM EAT

Jonathan Golub said : "I don't think the reports that came out point to a weakness on a going forward basis," External link

channelnewsasia Tuesday, January 15, 2019 10:44:00 PM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

brisbanetimes Monday, January 14, 2019 2:30:00 AM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

smh Monday, January 14, 2019 2:23:00 AM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

theage Monday, January 14, 2019 2:11:00 AM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

watoday Monday, January 14, 2019 2:07:00 AM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

dailysabah Monday, January 14, 2019 1:00:00 AM EAT

Jonathan Golub said : “The commentary we’re going to get on China and trade is going to be potentially pretty bad. It’s almost like companies reserving for things that could go wrong in future quarters,” External link

themalaymailonline Sunday, January 13, 2019 4:54:00 PM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

yenisafak-en Sunday, January 13, 2019 4:22:00 PM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

trust Sunday, January 13, 2019 4:16:00 PM EAT

Jonathan Golub said : “The commentary we’re going to get on China and trade is going to be potentially pretty bad. It’s almost like companies reserving for things that could go wrong in future quarters,” External link

gulf-times Saturday, January 12, 2019 11:22:00 PM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

khaleejtimes Saturday, January 12, 2019 4:22:00 PM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

business-standard Saturday, January 12, 2019 8:39:00 AM EAT

Jonathan Golub said : “The commentary we’re going to get on China and trade is going to be potentially pretty bad. It’s almost like companies reserving for things that could go wrong in future quarters,” External link

themalaymailonline Saturday, January 12, 2019 5:58:00 AM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

4-traders Saturday, January 12, 2019 4:55:00 AM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

channelnewsasia Saturday, January 12, 2019 4:50:00 AM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

news-yahoo Saturday, January 12, 2019 4:29:00 AM EAT

Jonathan Golub said : “The commentary we’re going to get on China and trade is going to be potentially pretty bad. It’s almost like companies reserving for things that could go wrong in future quarters,” External link

theglobeandmail Friday, January 11, 2019 10:51:00 PM EAT

Jonathan Golub said : "The commentary we're going to get on China and trade is going to be potentially pretty bad. It's almost like companies reserving for things that could go wrong in future quarters," External link

trust Friday, January 11, 2019 10:29:00 PM EAT

Jonathan Golub said : “The economy is going to move forward, and I think the market is going to move forward, but they’re not going to be led by things that are as cyclical,” External link

TheFrontierPost-en Monday, December 31, 2018 9:54:00 PM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

business-standard Sunday, December 30, 2018 10:00:00 AM EAT

Jonathan Golub said : “The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical,” External link

themalaymailonline Sunday, December 30, 2018 5:47:00 AM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

brisbanetimes Sunday, December 30, 2018 3:39:00 AM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

smh Sunday, December 30, 2018 3:31:00 AM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

theage Sunday, December 30, 2018 3:24:00 AM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

watoday Sunday, December 30, 2018 3:20:00 AM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

4-traders Saturday, December 29, 2018 11:51:00 PM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

news-yahoo Saturday, December 29, 2018 11:22:00 PM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

khaleejtimes Saturday, December 29, 2018 6:37:00 PM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

economictimes Saturday, December 29, 2018 1:23:00 PM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

channelnewsasia Saturday, December 29, 2018 6:13:00 AM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

4-traders Saturday, December 29, 2018 4:39:00 AM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

news-yahoo Saturday, December 29, 2018 4:38:00 AM EAT

Jonathan Golub said : "The economy is going to move forward, and I think the market is going to move forward, but they're not going to be led by things that are as cyclical," External link

business-standard Saturday, December 29, 2018 12:36:00 AM EAT

Jonathan Golub said : “The economy is going to move forward, and I think the market is going to move forward, but they’re not going to be led by things that are as cyclical,” External link

theglobeandmail Friday, December 28, 2018 11:42:00 PM EAT

Jonathan Golub wrote : “This reflects our view that the recent market disruption is not driven by fundamentals, and that stocks will re-rate in the year ahead as volatility subsides and the Fed concludes its rate hike cycle,” External link

news-yahoo Tuesday, December 18, 2018 7:03:00 PM EAT

Jonathan Golub said : “2018 experienced above-trend EPS and GDP growth driven by tax changes, government stimulus, and other non-recurring items. 2019 will likely see a deceleration toward more sustainable trend levels of 2.5% GDP and 6 to 7% EPS growth,” “Importantly, with recession risks well-contained, such a backdrop should be more than sufficient to propel the market forward” External link

news-yahoo Tuesday, December 18, 2018 7:03:00 PM EAT

Jonathan Golub said : “Despite these headline risks, we believe that solid economic/EPS growth and benign recessionary risks will be sufficient to propel the market higher,” External link

news-yahoo Tuesday, December 18, 2018 7:03:00 PM EAT

Jonathan Golub wrote : “Our lower price target reflects recent volatility, rather than a change in fundamental backdrop,” External link

news-yahoo Tuesday, December 18, 2018 6:39:00 PM EAT

Jonathan Golub says : "Technology is our favorite sector despite elevated multiples. Fundamentals remain strong given the group's exposure to secular growth themes in subgroups such as internet and software-as-a-service" External link

finanznachrichten-en Wednesday, December 12, 2018 7:11:00 PM EAT

Jonathan Golub said : “Where we’re getting to is a healthy, sustainable level from something that was running really very hot,” External link

theglobeandmail Monday, December 10, 2018 5:53:00 PM EAT

Jonathan Golub said : "Where we're getting to is a healthy, sustainable level from something that was running really very hot," External link

business-standard Monday, December 10, 2018 5:10:00 PM EAT

Jonathan Golub said : “Despite these headline risks, we believe that solid economic/EPS growth and benign recessionary risks will be sufficient to propel the market higher,” External link

news-yahoo Monday, December 10, 2018 2:33:00 PM EAT

Jonathan Golub said : “Despite these headline risks, we believe that solid economic/EPS growth and benign recessionary risks will be sufficient to propel the market higher,” External link

news-yahoo Saturday, December 8, 2018 6:09:00 PM EAT

Jonathan Golub added : “Beats have been quite abundant, particularly on the top line. As a result, the sector has seen among strongest positive price performance,” External link

hellenicshippingnews Friday, November 10, 2017 6:11:00 PM EAT

Jonathan Golub says : “That could lead to uncertainty in the banking sector,” External link

usaToday Thursday, March 9, 2017 7:18:00 PM EAT

Jonathan Golub dit : "Pour l'instant, le marché paraît haussier, le risque étant que même des types comme moi qui étaient très optimistes ont peut-être été trop prudents" External link

LesEchos Friday, December 9, 2016 5:51:00 PM EAT

Jonathan Golub dit : "Pour l'instant, le marché paraît haussier, le risque étant que même des types comme moi qui étaient très optimistes ont peut-être été trop prudents" External link

capital-FR Thursday, December 8, 2016 1:05:00 AM EAT

Jonathan Golub said : “Right now it looks as if the bull market is on, and the risks are that even guys like me who put out a very optimistic call were too conservative,” External link

theglobeandmail Thursday, December 8, 2016 12:51:00 AM EAT

Jonathan Golub said : "Right now it looks as if the bull market is on, and the risks are that even guys like me who put out a very optimistic call were too conservative," External link

channelnewsasia Wednesday, December 7, 2016 10:11:00 PM EAT

Jonathan Golub said : "Right now it looks as if the bull market is on, and the risks are that even guys like me who put out a very optimistic call were too conservative," External link

reuters Wednesday, December 7, 2016 9:55:00 PM EAT

Jonathan Golub said : “It’s almost like personal taxes,” External link

cfo Tuesday, December 6, 2016 7:53:00 PM EAT

Jonathan Golub said : “The market has done a complete about-face,” External link

theglobeandmail Thursday, November 10, 2016 8:07:00 PM EAT

Jonathan Golub said : "It's hard to paint this as anything but a good earnings season," External link

4-traders Monday, November 7, 2016 2:36:00 AM EAT

Jonathan Golub said : "The most important thing that we found is we looked at what happens when interest rates rise — do these really get obliterated," External link

bloomberg Wednesday, September 14, 2016 5:23:00 PM EAT

Jonathan Golub said : "People were confusing recent market runs with the sectors that are actually at a discount," External link

bloomberg Wednesday, September 14, 2016 5:23:00 PM EAT

Jonathan Golub said : "If we found out that there was something catastrophic about her health it obviously would matter, but you have to be very careful about extrapolating shorter-term news," External link

bdlive Monday, September 12, 2016 4:50:00 PM EAT

Jonathan Golub said : "If we found out that there was something catastrophic about her health it obviously would matter, but you have to be very careful about extrapolating shorter-term news," External link

bdlive Monday, September 12, 2016 3:01:00 PM EAT

Jonathan Golub said ( about Fed Vice ) : "We have unemployment under 5%. There is no reason why the Fed should not move [to raise interest rates]. They are so close to their collective target[s] that having rates at this low doesn't make any sense," External link

4-traders Monday, August 29, 2016 7:40:00 PM EAT

Jonathan Golub said ( about Fed Vice ) : "We have unemployment under 5%. There is no reason why the Fed should not move [to raise interest rates]. They are so close to at their collective target[s] that having rates at this low doesn't make any sense," External link

4-traders Monday, August 29, 2016 6:59:00 PM EAT

Jonathan Golub said : "If we take the U.S. economy from a little over 2 percent to even 2.5 [percent], the impact that's going to have on markets and confidence can't be overstated," External link

cnbc Friday, August 19, 2016 8:41:00 PM EAT

Jonathan Golub said : “The reason we study earnings is to get a sense of where things are going not where they’ve been and I think that if there was a vulnerability going into earnings season that people were concerned about negative growth rate, it really looks like that fear is going away,” External link

marketwatch Friday, July 22, 2016 9:59:00 PM EAT

Jonathan Golub said : “The reason we study earnings is to get a sense of where things are going not were they’ve been and I think that if there was a vulnerability going into earnings season that people were concerned about negative growth rate it really looks like that fear is going away,” External link

marketwatch Friday, July 22, 2016 8:03:00 PM EAT

Jonathan Golub said : "If they continue to talk the rate higher and the market continues to hang in there, then there's a good chance they move in June," External link

cnbc Tuesday, May 24, 2016 6:13:00 PM EAT



Key Titles and Phrases Count Lang Last Seen
chief u.s.21.21%EN03/09/201709/03/2017
strategist29.29%EN02/13/201713/02/2017
capital strategist1.01%EN02/09/201709/02/2017
only strategist1.01%EN01/03/201703/01/2017
investment analyst1.01%EN12/21/201621/12/2016
analyst1.01%EN12/21/201621/12/2016
responsable4.04%FR12/09/201609/12/2016
chief8.08%EN12/07/201607/12/2016
managing director6.06%EN09/12/201612/09/2016
director2.02%EN09/12/201612/09/2016
chief us5.05%EN12/30/201230/12/2012
chief u20.20%EN12/29/201229/12/2012
Names Lang Count
Jonathan GolubEN64.85%
Jonathan GolubFR35.15%


<<10<12345678910>>>10
<<10<12345678910>>>10

Tools

Load latest edition

Friday, August 6, 2021

5:50:00 AM EAT


Quotes... Explore Relations


EMM Visual Explorer