Market Matters

In this episode, Andrew Tyler (Head of US Market Intelligence) and John Schlegel (Head of Global Positioning Intelligence) discuss the tactical view for US Equities, post the strong rally into the end of 2023.  They touch on upcoming catalysts, risks, and how much positioning has shifted.  Sector and thematic views are mentioned as well. This episode was recorded on January 8, 2024. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P.