Market Matters

In this episode of the Data Assets & Alpha Group podcast series, Eloise Goulder, Head of Data Assets & Alpha Group, is joined by Andrew Tyler, Head of US Market Intelligence, to assess the risk/reward in US equity markets ahead of a number of macro catalysts through July, including Q2 corporate earnings, June US CPI and the next Fed rates decision. The pair explore the drivers behind recent market volatility, the extent to which the market is pricing in weaker macro growth and/or corporate earnings, implications for the Fed’s tightening path, and the sectors which could stand to outperform in the second half of the year. This episode was recorded on June 27, 2022.  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”), 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