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 as they seek a rematch against internationals after underperforming recently?

Hear from John Schlegel, J.P. Morgan’s global head of Positioning Intelligence, and Drew Tyler, global head of Market Intelligence, as they dive into the evolving landscape for equities as 2026 kicks off with headline-driven volatility and robust earnings. Drew shares why his team remains tactically bullish, anchored by resilient macro data, positive earnings growth and easing trade tensions.

Tune in for insights on what’s driving markets.

This episode was recorded on January 26, 2026.

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Rally or retreat? What's next for US equities?

Making Sense

Rally or retreat? What's next for US equities?