J.P. Morgan Market Intelligence Desk: Positioning and Macro Point To Upside For Equities

Coming into the trading week, binary risks were looming amidst a rather strong June rally.  With the FOMC standing...

“Markets are constantly in a state of uncertainty and flux and money is made by discounting the obvious and...

The market appears ready to take on a more defensive character as we experience a meaningful deceleration in earnings...

It’s difficult to be too optimistic with another 75bps rate hike (almost certainly) coming next week, and especially given...

The coming week will prove a meaningful earnings week, as the Mega-cap Growth companies will be reporting their quarterly...

The strong start to the year for risk assets was upended in the final week of January, as the...

  Cross-asset strategy: This week’s Fed reiteration that it won’t hike for about three years despite extraordinary fiscal stimulus...