 A snippet from JPMorgans Marko Kolanovic. He had garnered a bit of a reputation as a perma-bull but has managed to shake that off. Remarks:We remain cautious on risk assetsare reluctant to chase the past weeks rally as recession and overtightening risks remain higha lot of good news is already in the price in terms of inflation moderation or the potential for a soft landingThe market is behaving as if we were in an early cycle recovery... 