Inflation remains frustratingly elevated. Recession talk still dominates Wall Street despite a surprisingly strong July jobs report. And second quarter earnings season has been anything but great.
But all that’s not stopping top JP Morgan strategist Mislav Matejka from being bullish on stocks.
“We believe that risk reward for equities is not all bad as we move into year-end,” Matejka said in a new note to clients on Monday. “In fact, we argued that we have entered the phase where the weak…
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