GENERAL
JPMorgan remains positive on equities, sees rotation driving further gains
JPMorgan remains constructive on equities heading towards the end of the year, although the bank expects further gains to be driven by shifts between market segments rather than a broad-based surge in stocks. “In equities, we stay constructive into year-end, expecting a grind higher with rotation rather than a broad melt-up move,” strategist Fabio Bassi wrote in a note to clients.
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