If all goes well, there's hope for consumers, oil and politics, JPMorgan Chase's chairman and CEO, Jamie Dimon, told CNBC's "Squawk Box" on Thursday. While Dimon didn't go into specifics, one market watcher agrees with the CEO, and laid out some investments to go alongside Dimon's comments.
"I just met with Jamie Dimon a few days ago," Mark Kiesel, chief investment officer for global credit at Pimco, told CNBC's "Power Lunch" on Thursday. "He and I share optimism on the U.S. economy. The U.S. economy is 70 percent the consumer. You've got real wage growth ... of 3.5 percent, job growth of 2 [percent] ... the reality is that consumers have built their savings."