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JPMorgan just sent stock market investors a signal worth watching
TheStreet17d agoneutral
JPMorgan just sent stock market investors a signal worth watching

CNBC released a podcast interview with Jamie Dimon on July 21. He said he would not buy U.S. stocks or long-dated Treasurys at current prices. He said the market was underpricing risk and that investors were too comfortable. Six days later, JPMorgan's own trading desk published a note saying the ...

Bank Stocks Drop From Record Highs Ahead of Fed Meeting
Barrons.com17d agoneutral
Bank Stocks Drop From Record Highs Ahead of Fed Meeting

Goldman’s stock, which fell 4.6%, was on track for its worst performance in two months. Morgan Stanley, JPMorgan, and Bank of America—all of which hit records this month, too—dropped 3.4%, 2.3%, and 1.2%, respectively on Wednesday. Citi was down 3.3%, and Wells Fargo dropped 2%.

Investing.com17d agoneutral
JPMorgan maps Fed decision scenarios as Wall Street braces for surprise rate hike

Investing.com -- Wall Street is hurtling toward one of the most unpredictable Federal Reserve rate decisions in years. With derivative markets pricing in a staggering 36 percent chance of a surprise rate increase, traders are bracing for a high-wire event that threatens to shatter the fragile summer market calm. While central bank decisions are usually well-choreographed affairs, Wednesday’s meeting presents an explosive, winner-take-all dynamic where billions of dollars hang in the balance. Mic

Bloomberg17d agoneutral
JPMorgan Sees Treasury Avoiding Bond Sales Tweak Due to Midterms

(Bloomberg) -- The US Treasury will avoid rattling bond markets ahead of crucial midterm elections, holding off on changes that would introduce the possibility of bigger bond sales in its quarterly refunding statement next week, according to JPMorgan Chase and Co. strategists.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionApple Set to Make Big Smart Home Push With Siri AI at CenterNvidia’s $750 Billion

Bloomberg17d agoneutral
Wall Street’s Trading Records Leave European Banks in Their Wake

(Bloomberg) -- After UBS Group AG reported that its equities traders reeled in 53% more revenue than a year ago, hitting over $2.3 billion two quarters in a row, Stefan Stalmann, an analyst at Autonomous Research, praised it with a caveat.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterChi

Bloomberg17d agobearish
AI Boom Spurs Insider Selling by Nvidia, CoreWeave Billionaires

(Bloomberg) -- Executives and investors tied to the AI supply chain were among the biggest insider sellers in the second quarter, taking advantage of a sharp — and volatile — rally in technology stocks.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsApple Set to Make Big Smart Home Push

M&G (LSE:MNG) Stock Sees Modest Fair Value Lift As Analysts Fine Tune Targets
Simply Wall St.18d agoneutral
M&G (LSE:MNG) Stock Sees Modest Fair Value Lift As Analysts Fine Tune Targets

M&G is back in focus after analysts nudged fair value estimates higher, with the central model move taking the figure from £3.09 to £3.19 per share. Recent research, including commentary from JPMorgan, has seen price targets cluster in a tight £2.95 to £3.35 range. This keeps the discussion firmly on fine tuning valuation rather than calling for a big rerating. As you read on, you will see how these shifts fit into the broader M&G story and what to watch as the analyst narrative...

Bloomberg18d agoneutral
Traders Make Record Rush to Fed Futures as Doubts Shadow Market

(Bloomberg) -- Positions in futures tied to the Federal Reserve’s benchmark interest rate have surged to an all-time high as traders brace for the risk the central bank could start pushing rates higher Wednesday.Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeASML Slides on Report of Ch

Bloomberg18d agoneutral
Whitney Warns of Economic Reckoning This Year, Sees Fed on Hold

(Bloomberg) -- Meredith Whitney, the former bank analyst who rose to fame for a 2007 report ahead of the global financial crisis, warned that a US “reckoning” is coming in the fourth quarter as one-time economic boosts from the World Cup and residual fiscal spending fade.Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeApple Set to Make Big Smart

Bloomberg18d agoneutral
AI Bond Binge Enters New Era of Weak Demand and Sky-High Prices

(Bloomberg) -- For months, Big Tech has flooded debt markets with mega bonds that were initially snatched up by investors keen to get exposure to the artificial intelligence boom. As demand wanes and bubble concerns mount, those deals are becoming harder and costlier to get over the line. Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeApple Set

FIFA Explores Stake Sale in New $20 Billion Entity
The Wall Street Journal18d agoneutral
FIFA Explores Stake Sale in New $20 Billion Entity

FIFA, soccer’s highest governing body, is exploring raising more than $4 billion by selling a stake in a new commercial venture. The venture would be valued at around $20 billion and house the group’s broadcast rights, sponsorship, ticketing and licensing businesses across men’s, women’s and youth soccer, FIFA said Tuesday. It said is working with investment bankers at JPMorgan and advisers including OpenEconomics.

Bloomberg18d agoneutral
Wall Street Banks Eyed as Overlooked Beneficiaries of AI Trade

(Bloomberg) -- One of this year’s hottest themes in the stock market has been the crowds of traders chasing the recipients of all the planned spending on new artificial-intelligence data centers. Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline

Bloomberg19d agobullish
BlackRock Dodges AI Bond Flop as $12.3 Billion Debt Deal Rallies

(Bloomberg) -- Bonds that BlackRock Inc. is selling, tied to a Meta Platforms Inc. data center project in Texas, rallied in early trading on Monday before the notes were formally priced, signaling demand for the securities may be stronger than it initially appeared.Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapChina Chipmaker CXMT Jumps 466% in D

JPMorgan, South Korea's KB Kookmin are moving payments onchain
Yahoo Finance Video19d agoneutralVIDEO
JPMorgan, South Korea's KB Kookmin are moving payments onchain

Scott Melker discusses the reported payment service collaboration between KB Kookmin Bank (KB) — South Korea's largest bank — and JPMorgan Chase's (JPM) Kinexys platform. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

‘Further Upside Ahead’: J.P. Morgan Says Buy These 2 Stocks
TipRanks19d agobullish
‘Further Upside Ahead’: J.P. Morgan Says Buy These 2 Stocks

For much of the past two years, the so-called ‘Magnificent Seven’ stocks have accounted for an outsized share of the market’s gains. Recently, however, leadership has begun to broaden as investors rotate into sectors such as financials, industrials, and healthcare. While that has created more mixed performance beneath the surface, it doesn’t necessarily signal weakening market conditions.Claim 55% Off TipRanks Unlock powerful investing tools with TipRanks Premium to make smarter, more confident