The sizzling stock rally is under threat, and company profits could shrink as consumers feel the squeeze, according to a top strategist at JPMorgan's asset management arm.
"That reset the shot clock on any sort of softer growth, any sort of downturn. I simply think that that's been pushed into 2024 and markets are not grappling with that," Lebovitz said.
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ایران آخرین اخبار, ایران سرفصلها
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‘AI-Driven Bubble’ May Burst And Drag Down Stock Market, JPMorgan SaysFallout from elevated interest rates, an “erosion” of personal savings and a “deeply troubling” geopolitical situation will lead to broad market declines, according to strategists at the world’s largest bank.
منبع: Forbes - 🏆 394. / 53 ادامه مطلب »
Overconcentration in U.S. stock market sees fastest rise in 60 years, JPMorgan warnsThe stock market's dependence on a handful of megacap names increases at the fastest pace in 60 years, according to JPMorgan Chase & Co. analysts.
منبع: MarketWatch - 🏆 3. / 97 ادامه مطلب »
Stock market outlook: JPMorgan stays bearish amid brewing AI bubbleJPMorgan stays bearish on the stock market and warns that an AI bubble is brewing amid record concentration in mega-cap stocks
منبع: BusinessInsider - 🏆 729. / 51 ادامه مطلب »
This regional bank could soon become a 'massive market share taker,' JPMorgan saysJPMorgan upgraded shares to overweight in its first time since it began covering the stock.
منبع: CNBC - 🏆 12. / 72 ادامه مطلب »
JPMorgan’s top strategist stays bearish stocks, but thinks this asset class may catch upJPMorgan chief global equity strategist Marko Kolanovic says commodities stand out as 'under-valued [and] under-owned.'
منبع: CNBC - 🏆 12. / 72 ادامه مطلب »