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The bank’s latest warning exposes a fragile balance beneath prices.

A massive surge in Treasury bond yields, which lifted 10-year notes to the highest since 2007, paired with a worrying summer rally in global crude prices that has oil trading firmly north of $100 a barrel, leaned heavily on stocks but didn’t tip them over. A Federal Reserve interest-rate hike, coupled with hawkish language and quickening inflation forecasts, also came and went, with stocks posting their strongest gains in six weeks and an index of the Magnificent Seven tech giants coming within half a point of the all-time high it reached in late May. Tech stocks, in fact, have largely weathered a series of “end of days” headlines from the AI space, with an index of semiconductor stocks falling around 3.3% over the past month and those in the information technology edging just 1.2% lower despite the torrent of stories tied to apocalyptic AI risks.

Something Jamie Dimon just said is getting Wall Street’s attention.

📣 “We simply don’t know how to model the endgame.” —Natasha Kaneva, head of global commodities strategy at JPMorgan. Part of the problem: What once looked like economic red lines for the U.S. administration, such as gasoline prices and headline inflation numbers, have been crossed—yet the conflict continues.

JPMorgan Chase CEO Jamie Dimon said Wednesday he still isn't convinced the problem of high inflation has been defeated.

A Federal Reserve rate hike is largely priced in for Wednesday, but JPMorgan says the S&P 500 could still swing anywhere from 1% higher to 2% lower depending on how Chair Kevin Warsh frames the move. A surprise decision to...

Investing.com -- A clean 25 basis point hike with no forward guidance is the equity market’s best-case outcome from the Federal Reserve’s policy decision today, according to JPMorgan’s scenario analysis — but a signal that rates must go "materially higher" could end the current bull market. JPMorgan laid out five distinct Fed decision paths and their projected impact on the S&P 500, ranging from a 2.0% decline to a 1.0% gain. The outcomes depend heavily on both the mechanical rate action and the

JPMorgan Chase & Co. and Goldman Sachs Group Inc. are among banks lining up to finance billions of dollars in European AI debt as the region races to close the gap with the US.

Something Jamie Dimon has been warning about since March now has a specific dollar amount attached to it

JPMorgan Chase is expecting growth in the “mid- to high-teens” for both investment-banking fees and markets revenue in the third quarter compared with the year-ago period, co-president Doug Petno said Tuesday. “In investment banking…we started the year with a strong pipeline, we started this quarter with a strong pipeline,” Petno said at a financial services conference hosted by Barclays. Petno said the bank, which is due to report third-quarter earnings on Oct. 13, is expecting lower markets revenue compared with its record-setting second quarter.

Sitara Sundar, head of alternative investment strategy at JPMorgan Private Bank, discusses the outlook for the artificial intelligence trade. Speaking on Bloomberg Television, she says her firm still has a constructive view on the AI industry in the long run. "We would actually start to lean more into some of the integration and the application layer of artificial intelligence," she adds.

Goldman Sachs, JPMorgan, HSBC, and Deutsche Bank all forecast a quarter-point increase at the Fed's Sept. 15-16 meeting after hotter-than-expected inflation data

Sept 13 (Reuters) - Goldman Sachs now expects the U.S.

JPMorgan analysts said higher government borrowing costs and inflation remain risks, but continued corporate earnings growth could support equity markets if inflation expectations remain anchored. Key Investor TakeawaysJPMorgan expects earnings momentum to remain an important support for equities despite rising bond yields and renewed inflation pressures.

Four banks marked this Nevada miner down in August. One just went the other way.

JPMorgan Chase analysts expect eight of the world's nine developed-market central banks to lift interest rates before the end of the year in efforts to tame sticky inflation and commodity price pressures. In a research note published Thursday, the analysts said they expect rate hikes from the Federal Reserve, Bank of Japan and European Central Bank, as well as from central banks in Australia, New Zealand, the United Kingdom, Norway and Sweden. JPMorgan said its base case was for the Fed to hold rates next week and lift them in December.

Investing.com -- JPMorgan revealed Friday that it has started coverage of Hims & Hers Health at Neutral, setting a December 2027 price target of $32 as it weighs the direct-to-consumer health platform's rapid growth against execution risks in its shift to branded weight-loss drugs.

Wall Street’s view of Meta is shifting as the company pushes deeper into artificial intelligence and looks for its next major source of growth.

The bank’s revised forecast says something uncomfortable about today’s price.

Rogo, which recently signed a new round of strategic investments, is already used by major investment banks.

Perma-Pipe International (NASDAQ:PPIH) reported higher second-quarter fiscal 2026 sales and earnings as volumes increased in its Middle East and North Africa and North American operations, while the company expanded production capacity and added financing flexibility for future growth initiatives.

The volume of companies’ duty payments to the federal government remains far above the pre-2025 norm, according to a recent JPMorganChase Institute analysis.

Q3 earnings season, led by energy and AI-driven tech gains, is likely to beat lowball consensus estimates, with S&P 500 outperformance possibly pushing the index toward 8,500 by early 2027.

Investing.com -- In a note to clients on Tuesday, JPMorgan initiated coverage of FedEx Freight with an Overweight rating and a December 2027 price target of $160, arguing the recent spin-off gives North America's largest less-than-truckload carrier room to improve profitability and service as a stand-alone company.

Amazon-backed (AMZN) Anthropic is expected to start marketing its initial public offering as early a

Strong August jobs data raised rate-hike odds ahead of the Fed's September meeting. IWM, XLF, and TLT offer different ways for investors to position for the decision's outcome.

Anthropic could give Morgan Stanley (MS) and Goldman Sachs (GS) key roles in handling its market deb

One enormous credit line could reshape the AI IPO race

Sept 2 (Reuters) - Southwest Airlines on Wednesday unveiled plans to open its first-ever airport lounges, as the carrier steps up efforts to attract higher-spending premium travelers and diversify

Strategists at Citadel Securities and JPMorgan both said they have turned temporarily cautious, though neither is saying the bull market is over.