It looks like hedge fund positioning for 2025 is a big question mark right now, at least according to a report from JPMorgan's Prime Services unit. The firm recently described two setups in its "Positioning Intelligence" report for 2025 that are bullish for equity-market gains the following year, but unfortunately, neither of those two setups were in place at the end of 2024.
Data already baked in
In a recent report entitled "A Murky Positioning Outlook for 2025," JPMorgan said strong macro and micro data points have supported the increased bullishness toward the U.S. However, the firm also said...
