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Bloomberg40d agoneutral
Traders Are Most Positive on Dollar Since 2015 as Fed Hike Looms

(Bloomberg) -- Global traders have turned the most positive on the outlook for the dollar since 2015 as bets that borrowing costs will remain elevated for longer have fueled a monthlong rally in the US currency.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsSaudis Sl

💬 Money Quote: A Sudden Glut of Oil
The Wall Street Journal40d agoneutral
💬 Money Quote: A Sudden Glut of Oil

📣 “The surge in oil supply is about to collide with a market that, at least for now, simply does not need it.” —Natasha Kaneva, head of the global commodities strategy team at JPMorgan. Read more about how the oil market has gone from supply-crunch fears to a glut.

Investing.com40d agobullish
Buy the pullback in chip stocks, JPM’s Matejka says

Investing.com -- JPMorgan strategist Mislav Matejka said the recent weakness in semiconductor stocks should be used as a buying opportunity, while flagging that broader market participation is set to widen in the second half of 2026 as stagflation fears unwind.

Bloomberg40d agoneutral
Memory Chipmaker SK Hynix Kicks Off $28 Billion US Listing

(Bloomberg) -- SK Hynix Inc. kicked off its formal marketing process for its US listing on Monday, as the South Korean chipmaker looks to capitalize on surging investor demand for the high-flying memory-chip sector.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, T

Bloomberg40d agoneutral
Morgan Stanley’s Wilson Sees Rotation From Chips to Hyperscalers

(Bloomberg) -- US stocks will struggle to reach new highs as investors rotate out of some of this year’s biggest winning technology trades, according to Morgan Stanley strategists.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe Supertanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, Tumbling Prices Rekindle Fears

Bloomberg41d agoneutral
The Supertanker Tycoon Making Millions on Hormuz Shuttle Runs

(Bloomberg) -- Just a few weeks into the war, one of the Persian Gulf’s top oil producers quietly began sneaking its crude out of the Strait of Hormuz. Before long, the covert project became so successful that the United Arab Emirates was already approaching its pre-war rate of flows through the waterway by the time the US and Iran signed their interim peace deal.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsBrazil Freezes $2 Billion, Pursues Arrests Afte

JPMorgan tweaks gold price target as Fed risks return
TheStreet41d agoneutral
JPMorgan tweaks gold price target as Fed risks return

Gold prices seemed to be mounting a comeback, but JPMorgan just made the rally harder to trust. Investors expected the shiny yellow metal to continue pushing higher into year's end, buoyed by rate-cut hopes, central-bank buying, and safe-haven demand. Reuters reported that spot gold was up over 2% ...

Bloomberg42d agoneutral
Oil’s Stunning Reversal Rekindles Fears of a Global Glut

(Bloomberg) -- Oil prices are tumbling everywhere as a peace deal between the US and Iran unleashes a wave of supply, overwhelming demand from buyers and prompting talk of a glut of crude.Most Read from BloombergWhy the Great American State Fair Looks So EmptyExxon to Change Name for First Time in Decades After RedomicileThe AI Trade Is Losing One of Its Key SignalsGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonTrump Pardons Six People Pursued for ‘Fixing Their Car’It’s a staggeri

JPMorgan names 2 Strong Buy picks for the rest of 2026
TheStreet43d agobullish
JPMorgan names 2 Strong Buy picks for the rest of 2026

U.S. equities have been solid so far in 2026, and according to JPMorgan's global investment strategist, Kriti Gupta, the S&P 500 could climb as high as 9,000 by mid-2027. That would mark a gain of about 20% from where the index sits now. The bank's analysts back that outlook with two specific ...

Google Ventures makes surprise $30 million SpaceX-era bet
TheStreet44d agoneutral
Google Ventures makes surprise $30 million SpaceX-era bet

The next major space company might not be building rockets It may not be launching satellites into space, flying tourists to the edge of the atmosphere, or competing with Elon Musk’s SpaceX for the next big thing in orbit. Instead, it might accomplish something a little less glamorous: helping ...

Q2 Earnings Season Nears Kickoff: Bank Earnings in Focus
Zacks44d agoneutral
Q2 Earnings Season Nears Kickoff: Bank Earnings in Focus

The overall revisions trend heading into the start of the Q2 cycle remains positive, with expectations steadily increasing over recent months. JPMorgan, Bank of America, Citigroup, and Wells Fargo will help start the June-quarter reporting cycle for the Finance sector on July 14th.

Q2 Earnings Season Nears Kickoff: Bank Earnings in Focus
Zacks44d agoneutral
Q2 Earnings Season Nears Kickoff: Bank Earnings in Focus

The overall revisions trend heading into the start of the Q2 cycle remains positive, with expectations steadily increasing over recent months. JPMorgan, Bank of America, Citigroup, and Wells Fargo will help start the June-quarter reporting cycle for the Finance sector on July 14th.

Bloomberg44d agobullish
Wall Street Bets Rallying Markets Will Absorb Every Market Blow

(Bloomberg) -- Wall Street is kicking off the second half of 2026 with fresh conviction: shrugging off one shock after another, markets are set to grind even higher. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonRussia Indicates Ukraine Fired Long-Range Ballistic MissileDow Average Hits Peak as Jobs Ease Fed-Hike Worry: Markets WrapA d

Bloomberg44d agoneutral
JPMorgan Says Saylor’s Strategy Adds New Risk to Bitcoin Market

(Bloomberg) -- JPMorgan Chase & Co. warns that Michael Saylor’s financing overhaul at Strategy Inc. has shaken up the dynamics of the Bitcoin market by introducing the risk that one of the cryptocurrency’s biggest buyers could also become a seller, adding a new source of uncertainty for investors.Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerGermany Rejects Trump’s Demands for NATO Loyalty to Was

VTV’s Next 12 Months Hinge on One Fed Inflation Signal: Here’s What to Watch
24/7 Wall St.44d agoneutral
VTV’s Next 12 Months Hinge on One Fed Inflation Signal: Here’s What to Watch

The Vanguard Value ETF (NYSEARCA:VTV) has turned into one of the best large-cap stories of 2026, trading near $218 with a 16% year-to-date gain and a 27% advance over the past year. That run rests on a narrow set of legs: a healthcare snapback led by UnitedHealth, a financial-sector grind led by JPMorgan, and energy ... VTV’s Next 12 Months Hinge on One Fed Inflation Signal: Here’s What to Watch

Bloomberg44d agoneutral
Morgan Stanley Among Banks Challenging Growing Dollar Optimism

(Bloomberg) -- Currency strategists at Credit Agricole, Morgan Stanley and TD Securities are among those bucking the consensus call for a stronger dollar.Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IPO Left Mirae With No Shares on MisunderstandingThe Bloomber

Bloomberg44d agoneutral
SpaceX Analyst Debut Set to Test $2.2 Trillion Valuation

(Bloomberg) -- Investors in SpaceX have been largely flying blind since the company’s record-breaking IPO last month, with few financial projections to help determine what the stock is actually worth. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IPO Left Mirae

Bloomberg45d agoneutral
Cboe Seeks to List Prediction Market Type Options on Earnings Metrics

(Bloomberg) -- Cboe Global Markets Inc. is seeking US regulatory approval to list all-or-nothing options tied to corporate earnings results, allowing traders to wager on figures ranging from SpaceX revenue and Nvidia data-center sales to JPMorgan Chase & Co.’s credit-loss provisions.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksS

Wells Fargo Stock Has Lagged Other Banks. Earnings Can Change That.
Barrons.com45d agoneutral
Wells Fargo Stock Has Lagged Other Banks. Earnings Can Change That.

The concerns for Wells Fargo starts with its failure to reach elite returns on equity—analysts see 15.3% this year versus a range of 17% to over 22% for Morgan Stanley JPMorgan Chase & Co. and Goldman Sachs Group Wells has seen falling net interest margins (the percent of the interest it earned on longer-term assets after subtracting the cost of interest-bearing accounts). Given that net interest margins are expected to drop 24 basis points year over year, net interest income growth would result from higher volumes.

Passive Indexers Are Shuffling Billions Into the Russell 2000 Just in Time for a Brutal Fed Reality Check
24/7 Wall St.45d agobearish
Passive Indexers Are Shuffling Billions Into the Russell 2000 Just in Time for a Brutal Fed Reality Check

JPMorgan Chase (NYSE:JPM) posted a fortress quarter as passive flows shovel capital into the iShares Russell 2000 ETF (NYSEARCA:IWM). JPM printed record markets revenue while the Russell reconstitution funneled $334 billion of mechanical buying into 2,000 small-cap names. Stacking the bank’s pristine balance sheet against a basket of floating-rate borrowers shows where defensive power sits ... Passive Indexers Are Shuffling Billions Into the Russell 2000 Just in Time for a Brutal Fed Reality Che

JPMorgan shares crucial blocker to emerging tech regulation
TheStreet45d agoneutral
JPMorgan shares crucial blocker to emerging tech regulation

The Digital Asset Market Clarity Act aims to establish a regulatory framework for digital assets in the United States. It seeks to bring legal certainty to the crypto industry while setting clearer rules for companies operating in the sector. JPMorgan CEO Jamie Dimon criticized the bill in a Fox ...

Bloomberg45d agoneutral
S&P Winning Streak for July at Risk With Volatile End to Month

(Bloomberg) -- July is a great time to buy stocks. In fact, it’s been the best month for the S&P 500 Index in the past two decades. Bulls are finding comfort in that history ahead of what stands to be an eventful stretch.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsSupreme Court Backs Birthright Citizenship in Blow to TrumpDemocratic Socialist Ousts 15-Term House Incumbent in ColoradoUS Lifts Export Res