Making Sense

Data Assets & Alpha Group: How Low Is Sentiment? And Implications for Equities


Listen Later

In this episode the team focus on trends in market sentiment across the globe, and assess what current sentiment says about market conditions today, in light of the regular incoming question of ‘how low is sentiment and positioning right now’. Eloise Goulder, Head of the Data Assets & Alpha Group, runs through the team’s new proprietary Bull / Bear Buzz sentiment data set, what it says about sentiment right now, how that sentiment differs by region, and what the possible implications are for market conditions today. She also runs through current readings from the wider team data toolkits, including Signal from the Noise and the Tactical Positioning Monitor. Eloise is interviewed by Edwina Lowe, Product Specialist within the Data Assets & Alpha Group.

This episode was recorded on October 6, 2022.

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.

© 2022 JPMorgan Chase & Company. All rights reserved.

...more
View all episodesView all episodes
Download on the App Store

Making SenseBy J.P. Morgan

  • 4.4
  • 4.4
  • 4.4
  • 4.4
  • 4.4

4.4

53 ratings


More shows like Making Sense

View all
Bloomberg Surveillance by Bloomberg

Bloomberg Surveillance

1,185 Listeners

Bloomberg Intelligence by Bloomberg

Bloomberg Intelligence

403 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

189 Listeners

Insights Now by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

Insights Now

95 Listeners

Exchanges by Goldman Sachs

Exchanges

980 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

279 Listeners

UBS On-Air: Market Moves by Client Strategy Office

UBS On-Air: Market Moves

178 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,279 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

75 Listeners

Barron's Live by Barron's Live

Barron's Live

198 Listeners

Global Data Pod by J.P. Morgan Global Research

Global Data Pod

24 Listeners

The Markets by Goldman Sachs

The Markets

72 Listeners