In this insightful discussion, Andrew Tyler, head of Global Market Intelligence at J.P. Morgan, navigates the complexities of the U.S. equity markets. He discusses the motivations behind recent fluctuations, including macroeconomic indicators and trade policy uncertainties. Andrew also highlights shifts in investor sentiment and sector opportunities, particularly within tech. Additionally, he explores the impact of international equities on growth potential, while examining the seasonal trends that could influence market movements in the coming months.
