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The artificial intelligence (AI) investment surge is showing hardly any signs of abating, with spending across the hyperscaler ecosystem potentially hitting $1 trillion in 2027, according to JPMorgan Chase‘s CEO Jamie Dimon. Dimon, at the sidelines of the 11th annual...

From strong demand and AI spending to higher oil prices and war costs, multiple forces could keep inflation elevated for longer, putting ETFs in focus.

JPM could see a modest NII rise from the Fed's 25-basis-point rate hike, though deposit costs, loan demand and credit quality remain key variables.

Fed's latest rate hike could support WFC's NII expansion, but rising deposit costs and may limit the upside to some extent.

Two-year averaging could steady capital planning without automatically lowering JPMorgan's requirement.

The Fed raised rates for the first time in three years, and bank stocks promptly sold off. What looks like a contradiction might be a warning about where the trade goes from here.

Bond yields rose ahead of the Fed rate hike, and investors should be worried about Wall Street and Main Street.

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

In recent days, JPMorgan Chase & Co. has issued a flurry of fixed-rate, callable medium-term notes across maturities from 2030 to 2056, while also hosting investor events and making senior appointments in its international technology investment banking franchise. Alongside this funding activity, JPMorgan’s public stance on Federal Reserve policy, market volatility, and the small-business succession gap underscores how the bank is positioning itself at the intersection of higher rates,...

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.

Bank ETFs are in focus as rising inflation lifts Fed rate hike odds, creating potential tailwinds and risks for the banking sector.

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.

JPMorgan Chase, EOG Resources and Bloom Energy offer distinct ways to navigate rate, oil-price and AI power trends ahead of the Fed decision.

JPMorgan, EOG Resources and Bloom Energy offer distinct exposure to rates, oil prices and AI-driven power demand before the Fed's September decision.

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

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.

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.

JPMorgan Chase & Co.’s trading desk has dialed back its optimistic outlook on U.S. equities to a neutral, cautious stance after hawkish comments from Federal Reserve Chairman Kevin Warsh.

Kevin Warsh just told the market that the Fed has been blaming the wrong culprit for inflation for decades, and if he is right, the playbook for rate hikes, growth stocks, and the entire AI capital cycle changes with it.

A technical funding adjustment could remove $13 billion from the bank's expected capital relief.

JPMorgan Chase (JPM), Bank of America (BAC), Goldman Sachs (GS) and Morgan Stanley (MS) are clashing

By Pete Schroeder WASHINGTON, Aug 27 (Reuters) - Wall Street's most powerful banks fought side by side for years to relax capital rules, but with victory in sight, that alliance has fractured.

Investors are looking for Kevin Warsh to clarify his views on how the US central bank should react to stubborn inflation when the Federal Reserve chair speaks on Friday at the annual gathering in Jackson Hole, Wyoming.