• Seth Golden posted an update 1 week, 6 days ago

    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

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