Global economic growth is at the center of JPMorgan's cross-asset investing playbook for the second quarter.
JPMorgan lays out the four catalysts that investors should fully understand if they want to beat the market in the second quarter.
"Since curve shape is a symptom of the macroeconomic setting and not the driver of financial conditions or returns, this Q2 outlook focuses instead on four underlying issues that will determine cross-asset performance," John Normand, JPMorgan's head of cross-asset fundamental strategy, wrote in a client note.
Even the firm's biggest pessimists are finding it difficult to get too bent out of shape about the state of earnings. JPMorgan says the following chain of events could occur during such a repricing: firmer US growth, no additional dovishness from the Fed, higher US rates, a stronger dollar, weaker EM assets, and weaker US stocks.
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