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JM
Jon Maier
J.P. Morgan Asset Management (chief ETF strategist)
First call on the ledger
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else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
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About 50 companies had reported; he says banks 'reported fantastic numbers' and 'the consumer seems to be rather resilient' @0:57, with capital-markets activity helping. Host cites FactSet stats (88% beats, ~20% EPS growth): those are hers, not his.
“Now, looking to some of the other companies that are going to be reporting over the next several weeks, we're expecting a fairly strong earnings season.”
Asked which sectors can outperform, he answers 'The easiest one to talk about is still technology' @1:54 and describes AI as 'a five-layer cake' (models, application, memory, energy) with hyperscaler capex 'feeding into other sectors' including energy and industrials @2:10.
“And right now, the AI companies or the ecosystem related to AI is really driving earnings from my perspective.”
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