Market pulse › JPMorgan
JPMorgan
Today0 stories · 0 articles
Net tone–
Market checkDixon Technologies −3.1%
Developing0 storylines
125 Sept
026 Sept
027 Sept
328 Sept
429 Sept
230 Sept
11 Oct
02 Oct
03 Oct
Broker call▲ bullishJP Morgan bets on India capex: ICICI Bank, L&T, Dixon among top picks in new growth cycleICICI BankL&TDixon Technologies
● mixedThere’s a new Wall Street TACO index — and this one is saying it’s time for Trump to strike a dealJPMorgan devised a TACO barometer to predict Donald Trump’s deal-making behaviourDonald TrumpWall Street
Market move● mixedJP Morgan, Goldman Diverge on Hormuz Oil Flow Estimates - Crude Oil Prices TodayStrait of HormuzCrude oilGoldman Sachs
● mixedJamie Dimon has a plan to revive the West: A 'big, beautiful' deal with EuropeJPMorgan CEO Jamie Dimon proposed a major deal between Europe and the USJamie DimonEuropean UnionEuropean markets
Broker call● mixedA month ago, this JPMorgan team urged caution on stocks. Now it’s going all in on tech.JPMorgan’s short-term trading team turned bullish on stocks after a month of cautionWall Street
Broker call▲ bullishJ.P. Morgan says global AI trade could revive after recent pullbackJ.P. Morgan sees a constructive fundamental case and opportunities across the AI complexAIGlobal marketsWall Street
Broker call▲ bullishEMS firms with higher ROCE may command premium valuations: JP MorganJP Morgan says EMS companies with higher ROCE may command premium valuationsElectronics manufacturingMarket valuationsSemiconductors
● mixedJPMorgan CEO Jamie Dimon warns Trump against punishing India; gives this advice on Russian oil importsJamie Dimon urged dialogue over potential US punishment of India linked to Russian oil importsDonald TrumpRussian oilRussia