JPMorgan's earnings-call analysis identified the five major themes set to define the investment landscape going forward.
And according to JPMorgan, the next few months could be even brighter. The firm notes that stock positioning is"still relatively light," leaving room for upside. JPMorgan also says most retail investors have stayed on the sidelines during the year-to-date recovery, which means that the market could be pushed higher once they decide to participate.
He continued, laying out his bull case:"If a trade deal materializes, it will remove uncertainty and could be a source of positive revisions since this catalyst is mostly not in consensus numbers." He continued:"However, after a sharp decline in crude and more broadly S&P GSCI , local producers received some relief."Goldman SachsJPMorgan was actually surprised by the results for this search term. The firm says a declining number of S&P 500 companies are highlighting rising wages as a risk, despite assertions to the contrary over the past few months.
Simply knowing which areas of the market think they're most at-risk — stripped out conveniently in the chart below — can be valuable for investors looking to avoid a potentially unpredictable geopolitical overhang.
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