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01.07.26 - 18:24
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Overpricing Fed Rate Hikes Amid Potential Cuts (Bloomberg)
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The segment discusses the current market sentiment that appears to be overestimating the likelihood of Federal Reserve interest rate hikes. Reference is made to the '12th blue dot,' a hypothetical addition to the Fed's dot plot that would represent a signal for rate cuts this year, attributed to former Fed official Warsh. This suggests that despite market expectations, JPMorgan analysts anticipate the Federal Reserve will keep rates on hold throughout the year. The discussion highlights the impact of these expectations on stock market performance, with stocks falling as investor focus shifts toward the possibility of policy changes signaled by Warsh. (Source: Bloomberg)...
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01.07.26 - 17:36
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Stocks Bounce on Manufacturing, Warsh′s Remarks (Bloomberg)
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Signs of economic strength alongside easing price pressures spurred a bounce in stocks from session lows, with Federal Reserve Chair Kevin Warsh saying inflation risks have come down.
Jordan Jackson, Global Market Strategist at JPMorgan Asset Management, gives his macro call and discusses the market reaction he expects to see from Thursday's jobs data. (Source: Bloomberg)...
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01.07.26 - 12:33
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Nova Minerals Appoints Former JP Morgan Metals & Mining Professional to Board as Company Advances U.S. Critical Metals Strategy (GlobeNewswire EN)
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Anchorage, Alaska, July 01, 2026 (GLOBE NEWSWIRE) -- Nova Minerals Corp (“Nova Minerals” or the “Company”) is pleased to announce the appointment of Mr. Joshua Girnun to the Company's Board of Directors, effective July 1, 2026. Mr. Girnun brings institutional finance and risk underwriting experience from his background at JP Morgan Chase & Co., where he co-founded a client-facing risk underwriting team covering the metals and mining, energy, renewables, industrials, oil and gas, and agriculture sectors. He pairs his financial background with strong technical training, holding two master's degrees spanning resource finance and geosciences, in addition to an honours degree and a bachelor's in geology....
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30.06.26 - 21:15
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JPMorgan Backs US Crypto Bill, But Puts Warning Label Front & Center As Senate Eyes August Deadline (ZeroHedge)
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JPMorgan Backs US Crypto Bill, But Puts Warning Label Front & Center As Senate Eyes August Deadline
Authored by Micah Zimmerman via BitcoinMagazine.com,
JPMorgan threw its support behind federal digital asset legislation Monday, but the bank's message to Congress was as much a caution as an endorsement: get the framework right, or risk recreating the financial vulnerabilities regulation was designed to prevent.
In a joint op-ed, Umar Farooq, global co-head of JPMorgan Payments, and Peter Muriungi, CEO of Digital Assets and Blockchain Solutions, argued that the United States has a genuine opportunity to lead in digital finance — provided lawmakers pair regulatory clarity with durable safeguards.
The piece arrived as the Senate race to advance the Digital Asset Market Clarity Act before its August recess, with negotiators still working through sticking points on stablecoin yield provisions, ethics rules for government officials with crypto ties, and liability protections for decentral...
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30.06.26 - 15:18
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JPM′s Michele Sees Fed ′Maintenance Hikes′ Next Year (Bloomberg)
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Bob Michele, global head of fixed income at JPMorgan Asset Management, explains the factors he sees leading the Federal Reserve to raise interest rates “once or twice” next year, but not engage in a “dramatic hiking cycle.” (Source: Bloomberg)...
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30.06.26 - 15:03
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Stock Futures Flat As S&P Closes Out Best Quarter In 6 Years (ZeroHedge)
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Stock Futures Flat As S&P Closes Out Best Quarter In 6 Years
US index futures erased an earlier gain following some belligerent Iran headlines, but are still set to end a quarter that is set to be the S&P 500's best in six years with markets behaving as though period-end dynamics have now completed. As of 8:30am, the S&P 500 was flat, pointing to a calm finish for the index that has surged 14% since the beginning of April. Nasdaq futures rose 0.1% erasing a sizable gain earlier, but on pace to close the quarter with a staggering 24% gain; In premarket trading, semis are mixed, Mag7 are flat, Cyclicals are generally leading Defensives with exceptions being Energy (lower) and Healthcare (higher). European stocks rallied, with gains led by Abivax SA after a clinical-trial update soothed investor concerns. Chipmakers drove Asian shares higher. JPM says with the major US holiday coming up, keep an eye on low liquidity moves in the region. Bond yields reversed an earlier drop to trade higher by 1b...
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30.06.26 - 10:33
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Heidelberg Materials: Der Tag danach (Der Aktionaer)
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Nach dem Absturz am Vortag bis auf 166,65 Euro sucht Heidelberg Materials nach Halt. Auslöser waren gesenkte Umsatzschätzungen mehrerer Analystenhäuser nach einem Pre Call zu den Halbjahreszahlen. Die Experten von JPMorgan und UBS geben zwar Rückendeckung, doch vor den Quartalszahlen am 30....
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