JPM Mislav Matejka, head of equity strategy: we could see a more sustained rally if/when

1. We get a much more aggressive fiscal policy response
2. If the original problem, virus outbreak, starts showing clear signs of seasonality/peaking out
3. If markets overshoot in pricing in of a recession, something which we think we are still some way away from, in contrast to the prevailing consensus wisdom, which argues that recession is already fully in the price