In this episode, the DA&A Group focus on macro developments across US markets, discussing the Fed, inflation / growth data, and tactical views across sectors/factors. They also discuss what positioning and flows suggest for markets, looking at positioning across the Prime book (i.e. from Hedge Fund clients) as well as investor types such as Retail, CTAs, and in ETFs. This episode features John Schlegel, Head of Positioning Intelligence and Andrew Tyler, Head of US Market Intelligence.
This...
In this episode, the DA&A Group focus on macro developments across US markets, discussing the Fed, inflation / growth data, and tactical views across sectors/factors. They also discuss what positioning and flows suggest for markets, looking at positioning across the Prime book (i.e. from Hedge Fund clients) as well as investor types such as Retail, CTAs, and in ETFs. This episode features John Schlegel, Head of Positioning Intelligence and Andrew Tyler, Head of US Market Intelligence.
This episode was recorded on February 27, 2023.
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 podcast is intended for institutional and professional investors only and is not intended for retail investor use and 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. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer
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