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04.03.26 - 23:01
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JPM′s Feroli: Inflation Going in Wrong Direction (Bloomberg)
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JPMorgan Chief US Economist Michael Feroli breaks down the latest US services sector data and hints that, based on the core PCE, inflation may be heading in the wrong direction. He talks with Katie Greifeld and Romaine Bostick on "The Close." (Source: Bloomberg)...
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04.03.26 - 21:36
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SPX Technologies: JPMorgan Initiates With Overweight Citing Data Center Demand and Capacity Expansion (24/7 Wall St.)
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JPMorgan's Stephen Tusa just initiated coverage of SPX Technologies SPXC with an Overweight rating and a $260 price target, and the signal is unambiguously bullish. The thesis is straightforward: SPX Technologies has positioned itself at the intersection of two of the most durable infrastructure trends of this decade, data center cooling and engineered air movement, ... SPX Technologies: JPMorgan Initiates With Overweight Citing Data Center Demand and Capacity Expansion
The post SPX Technologies: JPMorgan Initiates With Overweight Citing Data Center Demand and Capacity Expansion appeared first on 24/7 Wall St.....
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04.03.26 - 14:00
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JPMorgan’s Top Short Ideas, 5 Weeks Later: Were They Right? (24/7 Wall St.)
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Five weeks after JPMorgan included Fortinet (NASDAQ: FTNT), Joby Aviation (NYSE: JOBY), and Transocean (NYSE: RIG) among its top short ideas on January 23, 2026, the scorecard is mixed. One call landed cleanly, one is still developing, and one has blown up entirely. Joby: Bears Win This Round Joby Aviation has been the clearest vindication ... JPMorgan's Top Short Ideas, 5 Weeks Later: Were They Right?
The post JPMorgan's Top Short Ideas, 5 Weeks Later: Were They Right? appeared first on 24/7 Wall St.....
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04.03.26 - 13:30
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Iran War: Major German Company Warns Investors Of Conflict Risk | The Pulse 3/4 (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:
John Bilton, JPMorgan Asset Management, Global Multi-Asset Strategy Head; Jill Rutter, Institute for Government, Senior Fellow; Christian Kötz, Continental CEO; Jon Stanton, Weir Group CEO. (Source: Bloomberg)...
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04.03.26 - 05:36
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JPMorgan: Iran War A ′Modest Macro-Economic Shock′ (Bloomberg)
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JPMorgan Head of Asia Economics and Chief India Economist Sajjid Chinoy says the conflict in Iran represents a 'modest macro-economic shock', that's unlikely to derail global expansion. He speaks with Haslinda Amin on "Insight with Haslinda Amin." (Source: Bloomberg)...
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03.03.26 - 19:36
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"I′d Be Angry, Too": Jamie Dimon Says Trump Debanking Suit Has No Merit, Then Rails Debanking Practices (ZeroHedge)
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"I'd Be Angry, Too": Jamie Dimon Says Trump Debanking Suit Has No Merit, Then Rails Debanking Practices
JPMorgan Chase CEO Jamie Dimon said Monday that Donald Trump's $5 billion lawsuit over the closure of his accounts “has no merit,” but added, “They have the right to be angry. I'd be angry, too.”
Trump claims JPMorgan and other banks shut his accounts for political reasons, according to CNBC. Dimon said banks are often “forced” to debank clients due to legal and regulatory pressures tied to reputational risk. “We debank people because it causes legal, regulatory risk for us,” he said, noting it's easier for banks to avoid that risk.
Trump sued JPMorgan and Dimon in January, part of a broader legal campaign that also includes claims against Capital One, media outlets, and the IRS. JPMorgan has acknowledged closing dozens of Trump-related accounts after the Jan. 6, 2021, Capitol attack.
“But I agree with them,” Dimon said during an interview in Miami. “Like...
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