U.S. stock market and your portfolio could still get hurt by cooling inflation, JPMorgan strategists warn

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Companies benefiting from the inflationary spike in the past two years may lose their power to charge higher prices soon, a headwind for stocks, according to...

Companies that benefited significantly from the inflationary spike in the past two years may lose the power to charge higher prices for their goods and services, a headwind for their stocks and the equity markets in the remainder of 2023, according to strategists at JPMorgan Chase & Co.

The general sentiment was that the 40-year-high inflation rate would hurt corporate profitability as a range of input costs spiked. However, that didn’t materialize in the past two years because corporations managed to use elevated input costs as a source of pricing power, and consumers were willing to accept it, Matejka and his team said, in a Monday note.

“There is a risk of reversal, especially if final demand stalls, potentially if countries’ PMI softness continues, and as supply chains have normalized,” they added. Energy prices soared to right above the $90-a-barrel threshold for both the West Texas Intermediate crude and Brent crude in September from around $70 per barrel for both the West Texas Intermediate crude and Brent crude in late June.

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Cooling inflation could still hurt the stock market and your portfolio, JPMorgan strategists warnCompanies benefiting from the inflationary spike in the past two years may lose their power to charge higher prices soon, a headwind for stocks, according to...
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