Category: JP Morgan
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With Flying Colors…
The spectacular results of the Federal Reserve’s stress tests on the eight largest banks. Every single one of the top 31 banks passed the tests despite holding more consumer credit card loans and corporate debt, with elevated delinquency rates and retail giants reporting that consumers are tapped out. The Fed also performed an exploratory analysis…
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JPMORGAN Outlook Q2
Via their Q2 update: https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets
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Zeihan advises Morgan
Zeihan predicts China will be the first major country to experience “National Oblivion” due to a demographic crisis. The expert also highlights the rise of geopolitical tensions, specifically in the Middle East, which could disrupt the world’s largest source of internationally traded crude oil. Countries like Canada, Colombia, and Vietnam are potential labor absorbers due…
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Real Estate Trainwreck?
Chris Whalen’s YouTube video titled “Commercial Real Estate ‘Trainwreck’ Will Hit Banking System In 2024,” the banking expert discusses the challenges facing the banking industry due to commercial real estate loans. Whalen predicts that losses from commercial real estate workouts could impact bank earnings significantly. He compares the current situation to the oil patch crisis in…
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This Man Saved the U.S. From Ruin
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Time For Bonds
https://finance.yahoo.com/news/jpmorgan-michele-says-time-exit-143330550.html I don’t agree with this but…… it’s interesting to read what the other side thinks….. JPMorgan’s Michele Says It’s Time to Exit ‘Cash Trap’ and Move Into Bonds JPMorgan’s Michele Says It’s Time to Exit ‘Cash Trap’ and Move Into Bonds (Bloomberg) — It’s time to exit the “cash trap” of money market funds…