JPMorgan Strategists Say Earnings Unlikely to Boost Lofty Stocks

  • 📰 YahooFinanceCA
  • ⏱ Reading Time:
  • 56 sec. here
  • 9 min. at publisher
  • 📊 Quality Score:
  • News: 50%
  • Publisher: 63%

Bloomberg News

Mislav Matejka,S&P 500,Corporate Earnings

(Bloomberg) -- Don’t bank on an upbeat corporate earnings season to drive equities higher as much of the optimism is already priced in following the record...

-- Don’t bank on an upbeat corporate earnings season to drive equities higher as much of the optimism is already priced in following the record-breaking rally this year, according to JPMorgan Chase & Co. strategists.First-quarter profit estimates have been reduced going into the reporting period, lowering the bar for Corporate America to beat expectations, the team led by Mislav Matejka wrote in a note.

JPMorgan’s equity strategists have remained among the more bearish voices on Wall Street, even as the S&P 500 rallied 10% in the first quarter. The gains have since cooled slightly after hotter-than-expected inflation data reduced the odds of Federal Reserve rate cuts. Increasing geopolitical tensions following Iran’s unprecedented strike on Israel are also feeding into volatility.

Not everyone is as pessimistic. Societe Generale SA strategist Manish Kabra expects a strong earnings season to continue to drive the bigger US stocks. While rising bond yields may be a headwind for the S&P 500, a “long plateau of Fed rates should keep a lid on yields,” he said last week.

Iran launched explosive drones and missiles at Israel in retaliation for a suspected Israeli attack on its consulate in Syria on April 1, a first direct attack on Israeli territory that has stoked fears of a wider regional conflict. Below are analysts' quotes on how financial markets are likely to react to developments.In this article, we discuss the 10 unstoppable stocks that will make you richer.

 

Thank you for your comment. Your comment will be published after being reviewed.
Please try again later.
We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more:

 /  🏆 47. in CA

Canada Canada Latest News, Canada Canada Headlines

Similar News:You can also read news stories similar to this one that we have collected from other news sources.

JPMorgan Strategists Say Earnings Unlikely to Boost Lofty StocksDon’t bank on an upbeat corporate earnings season to drive equities higher as much of the optimism is already priced in following the record-breaking rally this year, according to JPMorgan Chase & Co. strategists.
Source: BNNBloomberg - 🏆 83. / 50 Read more »

JPMorgan Strategists Warn About Stocks Ignoring Later Rate CutsA widening gap between equity markets and interest-rate expectations is a worrying sign, according to strategists at JPMorgan Chase & Co.
Source: BNNBloomberg - 🏆 83. / 50 Read more »

JPMorgan earnings call struck 'cautious' tone on high ratesJPMorgan Chase & Co. (JPM), Citigroup (C), and Wells Fargo (WFC) kicked off earnings season by reporting their first-quarter results, all topping their...
Source: YahooFinanceCA - 🏆 47. / 63 Read more »

Bank earnings: JPMorgan slides on net interest income woesShares of major banks JPMorgan Chase & Co. (JPM), Wells Fargo (WFC), and Citigroup (C) opened Friday's trading session under pressure following the release...
Source: YahooFinanceCA - 🏆 47. / 63 Read more »