JPMorgan global market strategists Marko Kolanovic and Bram Kaplan are wary of the rally in several key equity benchmarks over the last three to four months.
“Whether the terminal rate is higher or lower by a few hikes at this point does not matter in our view, given the absolute level of rates and shock that was introduced to the system in the second half last year.”, “and, given margin pressures, they are likely to accelerate. “However, we think all of those drivers are running out of steam, and markets that are heading towards recession are being further aggravated by“We do not agree with the argument that because a recession is consensus , the market and economic outcome have to be better .
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