“Making Sense,” the podcast channel from J.P. Morgan’s Commercial & Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy. Subscribe now for insights that will help you navigate the world we live in.
Episodes
Tuesday Jan 27, 2026
Tuesday Jan 27, 2026
Earnings season has kicked off, with the Magnificent Seven set to report over the next few weeks. What does the future hold for U.S. equities after their recent underperformance?
Hear from John Schlegel, J.P. Morgan’s global head of Positioning Intelligence, and Andrew Tyler, global head of Market Intelligence, as they dive into the evolving landscape for equities amid headline-driven volatility and robust earnings. Tyler shares why his team remains tactically bullish, anchored by resilient macro data, positive earnings growth and easing trade tensions.
This episode was recorded on January 26, 2026.
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