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Bond Traders Renew Bearish Treasuries Bets on Inflation
Bloomberg86d agoneutral
Bond Traders Renew Bearish Treasuries Bets on Inflation

(Bloomberg) -- Traders have renewed bearish bets on US Treasuries, lifting expectations that the Federal Reserve will raise interest rates as oil prices and inflation push higher. Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyMamdani Scraps Property Tax Hike, Counts Second-Home RevenueThe hawkish shift has rippled across maturities.

Japan Megabanks Set to Win Mythos Access After Bessent Visit
Bloomberg86d agoneutral
Japan Megabanks Set to Win Mythos Access After Bessent Visit

(Bloomberg) -- Japan’s three megabanks are set to secure access to Anthropic’s artificial intelligence model Mythos, according to a person familiar with the matter, after its limited release last month sparked fears of a new age of cybersecurity risks. Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Co

Jamie Dimon Warns JPMorgan Will Reconsider New London HQ If UK Turns 'Hostile' To Banks: 'If That Happens Too Much, We Will...'
Benzinga86d agoneutral
Jamie Dimon Warns JPMorgan Will Reconsider New London HQ If UK Turns 'Hostile' To Banks: 'If That Happens Too Much, We Will...'

Jamie Dimon, the chairman and CEO of JP Morgan Chase & Co. (NYSE:JPM), said the bank could reconsider its multibillion-dollar London headquarters expansion if the UK becomes "hostile to banks" again through higher taxes and stricter regulations. Speaking to Bloomberg TV on Tuesday during JPMorgan's Global Markets Conference in Paris, Dimon was asked whether political uncertainty in the UK and the possible replacement of Prime Minister Keir Starmer could affect the bank's investment plans for new

Bloomberg86d agoneutral
Siemens to Buy Back €6 Billion Shares Against Tough Backdrop

(Bloomberg) -- Siemens AG will repurchase as much as €6 billion ($7 billion) of shares after orders climbed against a difficult geopolitical backdrop including tariffs and rising inflation. Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyMamdani Scraps Property Tax Hike, Counts Second-Home RevenueIran Makes New Offer on Uranium in Response to US, WSJ SaysThe buyback will extend over a period

Gold Holds Decline as Jump in US Inflation Lifts Rate-Hike Odds
Bloomberg86d agobullish
Gold Holds Decline as Jump in US Inflation Lifts Rate-Hike Odds

(Bloomberg) -- Gold held a decline, after accelerating US inflation lifted the odds of the Federal Reserve raising interest rates this year. Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyMamdani Scraps Property Tax Hike, Counts Second-Home RevenueIran Makes New Offer on Uranium in Response to US, WSJ SaysBullion was trading around $4,705 an ounce, after sliding 0.4% on Tuesday. The US consu

Alibaba, Tencent AI Bets Face ‘Show Me the Profits’ Scrutiny
Bloomberg86d agoneutral
Alibaba, Tencent AI Bets Face ‘Show Me the Profits’ Scrutiny

(Bloomberg) -- Chinese investors are heading into the earnings season demanding proof that billions in AI spending by tech giants is paying off.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyMamdani Scraps Property Tax Hike, Counts Second-Home RevenueIran Makes New Offer on Uranium in Response to US, WSJ SaysThat spotlight will fall on Alibaba Group Holding Ltd. and Tencent Holdings Ltd. whe

Memory Crunch Deepens Chasm Between Stock Winners and Losers
Bloomberg86d agoneutral
Memory Crunch Deepens Chasm Between Stock Winners and Losers

(Bloomberg) -- The worsening shortage in global memory chips due to the artificial intelligence buildout is driving a widening gulf in corporate results and stock performances.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyMamdani Scraps Property Tax Hike, Counts Second-Home RevenueIran Makes New Offer on Uranium in Response to US, WSJ SaysShares of memory makers Micron Technology Inc. and S

JPMorgan Balances On Chain Treasury Fund With Warning On UK Taxes
Simply Wall St.86d agoneutral
JPMorgan Balances On Chain Treasury Fund With Warning On UK Taxes

JPMorgan Chase (NYSE:JPM) has launched the JPMorgan OnChain Liquidity Token Money Market Fund, a blockchain based product linked to the Ethereum network and investing in U.S. Treasuries. The bank also issued a public warning that it may reconsider investment in a major London headquarters project if a new UK government raises bank taxes. JPMorgan Chase is one of the largest global banks, with businesses across consumer banking, wholesale banking, markets and asset management. Its new on...

Is It Too Late To Consider JPMorgan Chase (JPM) After Its Strong Multi‑Year Rally?
Simply Wall St.86d agobullish
Is It Too Late To Consider JPMorgan Chase (JPM) After Its Strong Multi‑Year Rally?

If you are wondering whether JPMorgan Chase at around US$300 a share still offers value or is looking stretched, the key is to line up what you are paying against what you are actually getting. The stock has pulled back recently, with the price down about 2.5% over the past week and 3.2% over the past month, while still showing a 17.6% gain over the last year and a very large 3 year return of 137.5% and 5 year return of 106.7%. Recent headlines have focused on JPMorgan Chase's role as a...

Treasuries Fall as Rising Oil Prices Herald Sticky Inflation
Bloomberg86d agobearish
Treasuries Fall as Rising Oil Prices Herald Sticky Inflation

(Bloomberg) -- Treasuries fell as rising oil prices threatened to keep inflation at levels that could prompt the Federal Reserve to raise interest rates next year.Most Read from BloombergInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaIran Makes New Offer on Uranium in Response to US, WSJ SaysNvidia’s CEO to Miss China Trip After Year of Travels With TrumpYields were higher by three to five basis points near session

Bloomberg86d agoneutral
Dimon Says JPMorgan Would Scrap UK HQ Over Higher Bank Taxes

(Bloomberg) -- Jamie Dimon warned the UK that any move to hike taxes on banks in the event Keir Starmer is replaced as the UK’s prime minster would see JPMorgan Chase & Co. scrap plans to invest billions in a new London headquarters in Canary Wharf. Most Read from BloombergInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaIran Makes New Offer on Uranium in Response to US, WSJ SaysNvidia’s CEO to Miss China Trip After

Bank Stock Buybacks Hit a Record in First Quarter. Citi, BofA, and Goldman Were Leaders.
Barrons.com86d agobullish
Bank Stock Buybacks Hit a Record in First Quarter. Citi, BofA, and Goldman Were Leaders.

The country’s largest banks, flush with record earnings and capital, executed their largest quarterly stock repurchases ever in the first three months of the year. The 21 large banks covered by Barclays analyst Jason Goldberg bought back $40 billion in the first quarter, up from $34 billion in the fourth quarter of 2025 and from the prior record of $38 billion in the 2019 fourth quarter, just before the Covid crisis. The industry leaders, based on the biggest percentage reductions in share counts in the first quarter, were M&T Bank (3.9% reduction), First Citizens Bancshares (3.8%), Citi group (3.1%),  Bank of America (1.9%), and Goldman Sachs Group (1.8%).

JPMorgan Cuts Hims & Hers Price Target as GLP-1 Shift Reshapes the Growth Story
24/7 Wall St.86d agobearish
JPMorgan Cuts Hims & Hers Price Target as GLP-1 Shift Reshapes the Growth Story

Shares of Hims & Hers Health (NYSE:HIMS) are under pressure after JPMorgan trimmed its price target on the consumer telehealth name following a messy first quarter. The firm lowered its price target to $33 from $35 while reaffirming an Overweight rating, characterizing results as mixed and updating the 2026 outlook to reflect the strategic shift ... JPMorgan Cuts Hims & Hers Price Target as GLP-1 Shift Reshapes the Growth Story

How The Schneider Electric (ENXTPA:SU) Investment Story Is Shifting With Conflicting Analyst Targets
Simply Wall St.86d agoneutral
How The Schneider Electric (ENXTPA:SU) Investment Story Is Shifting With Conflicting Analyst Targets

Schneider Electric’s updated fair value of €300.55, compared with the earlier €296.50, comes against a backdrop of mixed price targets that run from about €290 up to €340. Bullish analysts lifting targets toward €325 to €340 see scope above the new fair value, while more cautious calls around €292 flag concerns that much of the upside may already be in the stock. As you read on, you will see how these differing targets shape the evolving analyst narrative and what that might mean for how you...