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Dubravko Lakos-Bujas, strategist at JPMorgan Chase, expects US stocks to rally in the final stages of 2024 once the US Presidential Election results are in, especially if the result is political gridlock. "In any gridlock scenario, we believe US stocks will move higher as uncertainty clears, volatility falls and hedging positions squaring, and investors will once again look to the Federal Reserve as the economy and corporate earnings remain resilient," he wrote in a note to clients on Monday.
Dubravko Lakos-Bujas, JPMorgan's new head of market strategy, wrote in an inaugural report that the recent rout in US stocks had deflated some bubbles in the market, but that positions and valuations remained at risk if economic growth continued to slow and the Fed "showed no urgency" in easing monetary policy. "Equities are no longer a one-way upside trade," Mr. Lakos-Bujas told clients. "They are increasingly about downside risks to growth, timing of Fed rate cuts, crowded positions, high valu...
