JPMorgan Team Sees Soft Landing Over Global Recession

The transcript discusses the potential for a soft landing in the global economy, with optimism from JPMorgan's Kolanovic, who remains bullish on equities. Despite the Fed's aggressive stance, Kolanovic argues that economic data and investor positioning are more crucial for risky assets. The Fed's potential pivot is also highlighted. However, other analysts foresee a recession, as seen in oil market downgrades by Morgan Stanley and UBS, citing global issues like China's lockdowns. The discussion underscores the diverse economic perspectives in the current environment.

What is the prevailing sentiment regarding the possibility of a soft landing for the global economy?

How does Marco Kolanovic's perspective on equities influence the overall market sentiment?

What factors do Gallavich and team consider more important for risky asset performance than central bank rhetoric?

What are the implications of the recent downgrades by Morgan Stanley and UBS on oil prices?

How do global issues, particularly in China, affect the outlook for oil prices according to the analysts?