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Apr 2024
17m 22s

Data Assets & Alpha Group: An equities d...

J.P. Morgan
About this episode
In this episode the group discuss risk / reward for US equities following the dip through April.  They discuss possible reasons for recent equity weakness, the macro and micro backdrop - including recent hotter inflation prints and Q1 corporate earnings trends, the extent to which positioning levels have fallen amid market weakness, resulting market and sect ... Show More
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