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23.04.26 - 14:24
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Business Costs Surging Amid Iran War, Says JPMorgan Strategist (Bloomberg)
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Business activity in the euro area unexpectedly shrank for the first time since late 2024 due to a steep drop in the services sector as the Iran war weighs on consumers. The Composite PMI compiled by S&P Global declined to 48.6 in April from 50.7 the previous month, dropping below the 50 threshold separating growth from contraction. In the UK PMI data showed that the private sector quickly bounced back from a slowdown caused by the Iran war as firms rushing to secure supplies and price pressures mounting. Hugh Gimber, Global Market Strategist, JP Morgan joined Stephen Carroll on Bloomberg Radio to discuss. he says business costs are 'rising sharply.' (Source: Bloomberg)...
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23.04.26 - 13:01
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US Navy Secretary Fired After Infighting at Pentagon: Sources | The Pulse 4/23 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests:
Hugh Gimber, JPMorgan Asset Management, Global Market Strategist; Fawaz Gerges, London School of Economics, International Relations Professor; Stirling Larkin, Foxtail Pine, CEO. (Source: Bloomberg)...
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22.04.26 - 14:12
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JPMorgan′s Berro Discusses Fed Chair Nominee Warsh (Bloomberg)
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Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management, observed that while Fed chair nominee Kevin Warsh advocates for a broad transformation of the central bank's framework and communication, his testimony lacked specific implementation details. Though Warsh reaffirmed his commitment to Fed independence, Berro noted that lingering market concerns remain due to this lack of a clear policy roadmap. On the operational side, Warsh suggested reducing the frequency of Fed communications and signaled a shift in inflation tracking, favoring trimmed means and median metrics over a strict reliance on PCE. (Source: Bloomberg)...
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22.04.26 - 13:42
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Trump Extends Ceasefire; Users Get Unauthorized Access to Mythos | Bloomberg Brief 4/22/2026 (Bloomberg)
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US equity futures rise and brent briefly hit $100 per barrel after President Trump indefinitely extends a ceasefire with Iran. Kevin Warsh's confirmation hearing signals a complicated path to Fed Chair. A small group of unauthorized users have accessed Anthropic's new Mythos AI model. Lindsay Newman of Kings College London discusses the implications of the ceasefire extension. Kelsey Berro of JPMorgan Asset Management discusses the concerns around the Federal Reserve's independence. (Source: Bloomberg)...
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22.04.26 - 09:15
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JPM Raises Nikkei 225 Year-end TP to 70,000 (AAStocks)
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JPM has raised its year-end TP for the Nikkei 225 from the previous 61,000 to 70,000, reflecting the booming development of artificial intelligence and the weakening Japanese yen. At the same time, JPM also lifted its year-end TP for the TOPIX from 4,100 to 4,300.JPM stated that although some market participants believe the Nikk......
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