John Schlegel
Head of Global Positioning Intelligence at J.P. Morgan, part of the Data Assets and Alpha Group.
Best podcasts with John Schlegel
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Jan 9, 2024 • 13min
Data Assets & Alpha Group: US Macro & Positioning Views - January 2024
Andrew Tyler and John Schlegel discuss tactical view for US Equities, upcoming catalysts, risks, and recent market weakness. They analyze sector and thematic views for sectors like financials, tech, and healthcare.
Jul 30, 2024 • 11min
Tactical US equity view as earnings ramp up
Joining the discussion are Andrew Tyler, Head of US Market Intelligence; Ellen Wang, a key member of the US Market Intelligence team; and John Schlegel, Head of Global Positioning Intelligence. They delve into the recent sell-off in US equities and the implications of the current earnings season. Tune in as they analyze how rising bond yields impact tech stocks, advocate for a barbell trade strategy, and highlight the importance of macroeconomic factors in shaping future equity trends.
