JPM's Trading Desk 2026 Market Outlooks By Sector

Last week JPMorgan, along with most other investment banks, published its various 2026 outlook reports. In a separate note, the bank's market intel desk led by trader Andrew Tyler, who has been stubbornly (and correctly) bullish global stocks and the economy for much of  2026, also published his  own annotated cross-asset version of the bank's various 2026 outlooks.

Here is an abbreviated summary of what Tyler expects:

ECON: