A person walks through the Wall Street subway station near the New York Stock Exchange (NYSE) in New York on May 27, 2022.

While investors are are seemingly aligned on the current market outlook, and history shows a common outcome for the back half of the year, JPMorgan takes a a shocking stance forecasting market returns through the end of the year.

Marko Kolanovic and team have unique views on major macro events including geopolitical tensions, inflation, and recession. Additionally, JPMorgan suggests how to position one's portfolio, and calls out one sector in particular to be overweight.

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