JPM's Gimber Warns of Recession Risk If Oil Reaches $200
Hugh Gimber, global market strategist at JPMorgan Asset Management, discusses market positioning as the Iran war continues and Macquarie said…
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JPM's Ward Says Stock Rotation Has 'Further to Go'
Karen Ward, JPMorgan Asset Management’s EMEA chief market strategist, discusses the market’s reaction following the so-called “AI scare trade.” She…
Expect Broadening of Earnings Growth in 2026: JPM's Sundar
Sitara Sundar, Head of Alternative Investment Strategy at JPMorgan Private Bank, says the AI capital expenditure cycle will continue in…
Euro Is Still Undervalued, JPM's Bilton Says
John Bilton, JPMorgan Asset Management global multi-asset strategy head, discusses European markets and the broader economic situation. “We’re positive on…
JPM's Pandit: Uptick in Unemployment is Concerning
Meera Pandit, Executive Director and Global Market Strategist at JPMorgan Asset Management, says the Fed may hold rates in December…
Oil Surplus a Risk, JPM's Natasha Kaneva Warns
Natasha Kaneva, JPMorgan’s head of global commodities strategy, says U.S. oil demand has been upgraded this year, with prices rising…
Odds of A 50bp Fed Rate Cut: JPM's David Kelly
David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, says September will be one of the most important Fed…