- Andrew Tyler - Head of U.S. Market Intelligence
- Federico Manicardi - Head of International Market Intelligence
The Global Data Assets & Alpha Group provides investors with a single touchpoint for trading data and associated signals and insights through three core pillars: Market Intelligence, Data Intelligence and Positioning Intelligence.
The team analyze key macro, micro and political themes in the context of high frequency trading data and proprietary signals; insights delivered via audio channels, written content and data feeds.
Market Intelligence
The Market Intelligence team produce tactical high frequency data-driven market insights and trade ideas leveraging macro, fundamental and political inputs. The team publish daily ‘Early Look’ pieces for the US and International (EMEA + APAC) markets, plus ad hoc deep dives on policy developments, ESG and equity themes.
Data Intelligence
The Data Intelligence team create proprietary and differentiated trading data sets and signals, made available via API through our DataQuery and Fusion platforms. Flagship data sets include market timing indicators (‘Signal from the Noise’), retail trading activity (‘Through the Retail Lens’) and regional market sentiment (‘Bull/ Bear Buzz’).
Positioning Intelligence
The Positioning Intelligence team produce written reports and data feeds focused on cross-asset positioning, flows, crowdedness and performance, leveraging data from the J.P. Morgan Prime book, the Retail investor, ETF flows, CTA positioning and mutual fund positioning.
By scouring the breadth of J.P. Morgan fundamental, data and positioning intelligence, we strive to ‘cut through the noise’ to provide our clients with a unique lens on markets.
Eloise Goulder
Head of Data Assets & Alpha Group, J.P. Morgan
- Luca Rainero - Head of Data Intelligence
- John Schlegel - Head of Positioning Intelligence
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High frequency and data driven
Daily cross-asset markets insights analyzing key macro, micro and political themes.
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API data feeds
Daily data feeds available via J.P. Morgan’s DataQuery and Fusion platforms.
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Podcast series
Biweekly podcast via the J.P. Morgan “Making Sense” podcast channel.
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Positioning perspectives
Proprietary positioning and flows-based analysis, leveraging data from J.P. Morgan’s Prime book and other sources
Signal from the Noise
Signal from the Noise is a market timing tool for key global indices (US, Europe, China & Japan) based on Fundamental & Positioning signals, data for which can be tracked real time on J.P. Morgan’s Fusion platform. The framework provides a powerful but straightforward framework for assessing market upside, and the drivers of that market upside, the result of analysis of over 50 data sets, spanning macro, micro and corporate fundamentals, options, vol, hedge fund betas, short interest and leverage data.
Through the Retail Lens
Retail trading activity has increased substantially over the last few years, and as such tracking those retail flows and sentiment has become critical. Our Through the Retail Lens product combines proprietary and high frequency estimated retail flow data from our Quantitative Derivatives Research colleagues with our sentiment analysis of social media activity. Available at a market and single stock level, and as a daily written product and data feed.
Bull/Bear Buzz
Bull/Bear Buzz is a proprietary market sentiment indicator. The data set calculates news, social media and web search sentiment using an extensive pre-defined ‘bag of words’ for market sentiment and leverages big data techniques. Available at a market and regional level, and as a written product and data feed. The product also includes a thematic wordcloud summarizing the most mentioned words across market-based social media sources over the previous week. Available via written product and API feed.
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J.P. Morgan is a marketing name for investment banking businesses of JPMorgan Chase & Co. and its subsidiaries and affiliates worldwide.
J.P. Morgan Market, Positioning and Data Intelligence is a product of the J.P, Morgan Prime Finance business and the intellectual property thereof. It is not a product of the Research Department and is intended for distribution to institutional and professional customers only.
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