Episode Details

Earnings season has kicked off, with the Magnificent Seven set to report over the next few weeks. What does the future hold for U.S. equities after their recent underperformance?

Hear from John Schlegel, J.P. Morgan’s global head of Positioning Intelligence, and Andrew Tyler, global head of Market Intelligence, as they dive into the evolving landscape for equities amid headline-driven volatility and robust earnings. Tyler shares why his team remains tactically bullish, anchored by resilient macro data, positive earnings growth and easing trade tensions. 

This episode was recorded on January 26, 2026.

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