Unlike JPMorgan's Research strategist Marko Kolanovic, who recently analogized the equity market to 2008's crisis, JPMorgan's trading desk has - much like Goldman's trading desk - a more optimistic view of the weeks ahead for stocks.
Their thesis is simple (and less driven by the technicals/positioning than Goldman's bullish sentiment): positive GDP growth plus improving earnings and a paused Fed is the formula to be bullish stocks.
