Notícias

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.

Dell Stock Heads Into Earnings With a Major Catalyst: J.P. Morgan Expects Higher Guidance

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.

Investors now need proof demand can match spending

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.

Following NVIDIA's earnings, JPMorgan's European Investment Grade Finance Head Matthias Reschke joins Bloomberg's Tom Mackenzie and Anna Edwards on The Opening Trade to discuss the major hyperscalers growing issuance volumes as the AI infrastructure giants race for funding.

JPMorgan’s view of SpaceX’s AI business changes how the stock looks heading into September.

Banks large and small have started to warm up to the idea of their own stablecoins, despite early doubts from some executives that there will be much demand for them. Instead, banks banded together to launch a tokenized deposit system as an answer to the rapid changes in the world of payments. Stablecoins are digital tokens pegged to the U.S. dollar or other currencies, while tokenized deposits are just traditional money represented as digital tokens.

Morgan Stanley Investment Management’s Vishal Khanduja, a top-performing fixed-income investor, is scaling back bets against long-term US bonds, saying Treasury Secretary Scott Bessent is prepared to do “whatever it takes” to keep yields from rising.

The investment-grade bond market faces a busy September, but demand for corporate debt suggests anxiety about heavy supply may be overblown, according to Kelsey Berro, a portfolio manager at JPMorgan Asset Management.

JPMorgan adjusted its Walmart stock price target after the retailers quarterly update.

Treasury Secretary Scott Bessent came to office blasting his predecessor for trying to re-engineer the world’s largest bond market. This week he took a stab at it himself.

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.

Nscale is seeking to raise as much as $3 billion in its US IPO, according to people familiar with the matter, joining a rush of artificial intelligence data center companies tapping public market investors.