JPMorgan’s trading desk has advised clients that it is "time to get bulled up again," according to a note cited by CNBC on Tuesday. The bank said the recent pullback in U.S. equities has created a more attractive entry point and expects broader market momentum to resume in the second half of the year. Separately, JPMorgan’s research division initiated coverage of small- and mid-cap industrial stocks, arguing that the group is poised to benefit from easing supply-chain pressures and increased federal infrastructure spending. The firm did not disclose individual ratings in the excerpt made public, but said the risk-reward profile for the sector now favors a constructive stance.