Inside Markets Jackson Square Capital, LLC

Listen to our Managing Partner and CFA, Andrew Graham, answer questions we've been receiving from clients at Jackson Square Capital. We're answering questions regarding bond yields, high unrealized gains, and AI.


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Listen to Jackson Square Capital's CFA and Managing Partner, Andrew Graham, answer questions relating to his market outlook for the year.

Would you like to learn more about Jackson Square Capital or receive our daily market newsletter? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

Monetary easing and disinflation remain as the dominant bullish equity themes.

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We expect earnings to be the main driver behind this week's price action.

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Many earnings driver outperformers and downside reports were released yesterday and today.

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The logic behind pricing in a March rate cut originally came from Fed officials' repeated emphasis on the annualized 6-month run rate core PCE. That measure should fall below the Fed’s 2% inflation target prior to the March meeting.


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