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27.06.25 - 15:03
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S&P Futures Trade At All Time High Boosted By Trade Talks, Nike Results (ZeroHedge)
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S&P Futures Trade At All Time High Boosted By Trade Talks, Nike Results
US equity futures are higher, buoyed by the (non) news that the US and China have signed a trade truce (which they first signed three weeks ago but nobody complied with it, so may as well push stocks up on the exact same headline again). The positive mood has also been helped by expectations of Fed rate cuts, a better-than-feared outlook from Nike and equity flow data. As JPM recaps, since yesterday's close, there have been three major market focuses: (i) Lutnick said that US and China have already signed their trade deal; (ii) Nike's guidance beats expectation; (iii) the removal of Section 899 yesterday afternoon. As of 8:00am ET, S&P futures are 0.3% higher and currently trading in record territory after Howard Lutnick indicated the US has plans to reach agreements with 10 major trading partners, while Nasdaq futures continued their panic FOMO meltup, rising another 0.5%, and set to rise every day this week. Pre-M...
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26.06.25 - 13:24
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J.P. Morgan′s Chuka Umunna Sustainable Investing Outlook (Bloomberg)
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Chuka Umunna, Global Head, Sustainable Solutions & EMEA Head, Green Economy Investment Banking, J.P. Morgan discusses the outlook for sustainable investing with Bloomberg's Francine Lacqua at the Bloomberg Sustainable Business Summit 2025 in London. (Source: Bloomberg)...
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10.06.25 - 01:36
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Chinese stocks ′not particularly cheap′ with weak earnings power, JPMorgan says (SCMP)
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Chinese equities are not as cheap as they seem because the nation's economic slowdown has weakened corporate earnings, making it imperative for investors to screen stocks and sectors carefully to pick winners, according to JPMorgan Asset Management.
While they traded at 14 times historic earnings in line with the average valuation over the past decade, investors were getting less oomph from the current scenario because the return on equity was faltering due to weaker profitability trend, said......
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06.06.25 - 16:30
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May Payrolls Rise By 139K, Beating Estimates, But Report Shows Sweeping Labor Market Weakness (ZeroHedge)
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May Payrolls Rise By 139K, Beating Estimates, But Report Shows Sweeping Labor Market Weakness
With the jobs whisper number of 110K flirting dangerously close with a sub 100K print, one which both JPM and Goldman said could spark a waterfall selloff in stocks, moments ago the BLS reported that in May the worst case scenario was averted, with the US adding a modest 139K, which while below last month's print, was above the median consensus of 126K, and well inside the estimated range of 75K to 190K.
That was the good news; the bad news is virtually all historical data points during the Trump admin were revised lower, with April revised 30K lower from 177K to 147K, and March revised 65K lower from 185K to 120K. Worse, every single month under the Trump admin has been revised lower.
Turning to the unemployment rate, there were no surprises here: consensus expected an unchanged 4.2% print from April, and got just that. The unemployment rate has so far held at 4.2 percent in May and has remained ...
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20.05.25 - 20:25
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JPMorgan Private Bank Mid-Year Outlook (Bloomberg)
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Stephen Parker & Grace Peters, JPMorgan Private Bank, Global Investment Strategy Co-Heads speak with Romaine Bostick and Scarlet Fu about their mid-year outlook and AI innovation. (Source: Bloomberg)...
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