Marko Kolanovic, quantitative strategist at JPMorgan:
- We believe we've seen a peak in new case growth in the US 3-4 days ago
- Deaths will peak in about a week
- So we look for a limited reopening of the economy in 1-2 weeks
His outlook for equities is for
- we think we will be able to recover the losses in equities sometime next year
I posted earlier on the view from head of JPM Dimon, not so optimistic: