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31.03.26 - 21:06
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Stock Market Breadth: Warning Or Opportunity? (ZeroHedge)
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Stock Market Breadth: Warning Or Opportunity?
Authored by Lance Roberts via RealInvestmentAdvice.com,
The S&P 500 is down roughly 7% from its January 27 all-time high. Unsurprisingly, the media is full of “red” headlines discussing the seemingly “endless” correction we are in. Unsurprisingly, previously complacent investors are now anxious, as nothing seems to be working. But that index-level headline conceals something far more alarming: stock market breadth has collapsed. According to Morgan Stanley, approximately 42% of S&P 500 members are already down 20% or more from their 52-week highs. More than 200 companies are in their own private bear markets, even as the index itself is not.
This was a point we noted in this past weekend's Bull Bear Report:
“J.P. Morgan captured the paradox: the S&P 500 is down only ~9% despite oil rising 70% and the Fed shifting from pricing two cuts to a 50% probability of a hike, and software falling 20%. As we noted recently, a much larger corr...
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31.03.26 - 18:01
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Dimon on Iran war: ′We′ve got to finish this thing and finish it right′ (The Hill)
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JPMorgan CEO Jamie Dimon on Tuesday said the U.S. needs to wrap up its military operation in Iran, pressing the Trump administration to “finish it right” amid negotiations. “Now, I don't know what the military knows. I don't know what President Trump knows. I just think now we've got to finish this thing and finish......
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31.03.26 - 16:36
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JPMorgan Says Palo Alto Networks’ $10M Insider Buy Is a ‘Substantial Vote of Confidence’ (24/7 Wall St.)
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Palo Alto Networks (NASDAQ:PANW) is drawing renewed institutional attention after CEO Nikesh Arora made a significant open-market stock purchase, prompting JPMorgan to call it a “substantial vote of confidence” in the cybersecurity giant. With the stock down 12.02% year-to-date on Tuesday morning, as well as down 7.52% over the past year, the signal arrives at ... JPMorgan Says Palo Alto Networks' $10M Insider Buy Is a 'Substantial Vote of Confidence'
The post JPMorgan Says Palo Alto Networks' $10M Insider Buy Is a 'Substantial Vote of Confidence' appeared first on 24/7 Wall St.....
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31.03.26 - 14:33
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J.P. Morgan Private Capital Expands Team with Senior Hires (PR Newswire)
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Rand Araskog joins as Partner from Permira Eric Ghernati transitions to Partner role from J.P. Morgan Asset Management U.S. Equity Group NEW YORK, March 31, 2026 /PRNewswire/ -- J.P. Morgan Private Capital, the venture and growth equity investment arm within J.P. Morgan Asset Management,......
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31.03.26 - 14:12
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Iran War: Trump Wavers On Escalation as US Pump Price Tops $4 | The Pulse 3/31 (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:
Grace Peters, JPMorgan Private Bank, Global Investment Strategy Co-Head; Silvia Viviano, UniCredit, Head of Equity Capital Markets; Darya Dolzikova, RUSI, Proliferation and Nuclear Policy Senior Fellow; Diana Choyleva, Enodo Economics, Chief Economist. (Source: Bloomberg)...
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31.03.26 - 00:57
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Gulf LNG Crisis Set To ′Make Coal Great Again′ (ZeroHedge)
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Gulf LNG Crisis Set To 'Make Coal Great Again'
Our weekend wrap on the global energy crisis focused on Asia as ground zero and how the shock will ripple across the world, eventually hitting the US. This is now the second major energy crunch of the decade: first Russia's invasion of Ukraine, now the U.S.-Iran conflict. However, this one looks a lot more catastrophic.
The immediate impact of this energy crunch will be a resurgence of coal, especially across Asia, as power grid operators will be forced to switch to the dirtiest fuel to keep electricity affordable during the crisis.
"We are now seeing a second, very large energy supply shock," Goldman commodities expert Samantha Dart told Bloomberg.
Dart added, "If you're sitting in Asia, going through this again, it's possible you change your strategy long term, rely more on coal for longer, build out your renewables faster, and reduce your exposure to natural gas."
Last week, JPMorgan's commodity expert showed just how...
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30.03.26 - 20:06
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How many sweeteners does JP Morgan need to build an office in Canary Wharf? | Nils Pratley (The Guardian)
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US bank will get deal it doesn't really need as it would be far too embarrassing for Treasury to see investment sail awayThe way Rachel Reeves told it last November after her budget, it seemed to be a done deal that JP Morgan would build a 279,000 sq metre (3m sq ft) tower in Canary Wharf to serve as its European headquarters. The chancellor was “thrilled” the Wall Street bank had chosen London and hailed “a multibillion-pound vote of confidence in the UK economy and this government's plans for growth”.And, to be fair to Reeves, Jamie Dimon, JP Morgan's big boss, also presented the plan as final. “The UK government's priority of economic growth has been a critical factor in helping us make this decision,” he said. Continue reading......
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