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Market Pulse | High-signal updates for investors and operators

Market Pulse · Global · Daily high-signal market updates for investors and operators | Showing 14 of 14

Market Pulse | High-signal updates for investors and operators

Daily stream of high-signal market updates and intelligence. Refreshed every day.

Market Pulse · Global · Showing 14 of 14

The 2027 Long-Term Capital Market Assumptions | 20 Oct 2026 | Insights Now | J.P. Morgan Asset Management

**1. Executive Briefing (TL;DR)** - **Top Key Takeaways:** - **Global Growth & Productivity Upgrade:** Global long-term GDP growth assumptions upgraded by 10 bps, driven by accelerated AI adoption and total factor productivity (TFP) gains [[00:03:19](https://youtu.be/xoStMyFMkCY&t=3m19s)]. - **Massive $14 Trillion AI Capex Cycle:** Hyperscaler capex ($800B current annualized run-rate) projected to culminate in a…

Oct 20, 2026·Macro / Economics
The 2027 Long-Term Capital Market Assumptions | 20 Oct 2026 | Insights Now | J.P. Morgan Asset Management

The new defense playbook: Partnerships, capital, capability | 21 Aug 2026 | Making Sense | jpmorgan

**1. Executive Briefing (TL;DR)** - **Top Key Takeaways:** - **JPMorgan SRRI Capital Commitment:** JPMorgan Chase has allocated $10 billion directly off its own balance sheet toward the Security and Resiliency Initiative (SRRI), positioning aerospace & defense as one of five core operational pillars [[00:01:40](http://www.youtube.com/watch?v=dXhTgz-X_lA&t=0h1m40s)]. - **Unprecedented Public-Private Capital…

Aug 22, 2026
·Markets & Investments
The new defense playbook: Partnerships, capital, capability | 21 Aug 2026 | Making Sense | jpmorgan

Active Strategies 2H 2026: Do Technology & AI-related Assets Still Present Compelling Opportunities? | 4 Aug 2026 | J.P. Morgan Asset Management Hong Kong

_Note: Hosted on 23 July 2026_ **1. Executive Briefing (TL;DR)** - **Top Key Takeaways:** - **Macro & Fed Policy Gap:** Markets mistakenly anticipate imminent Fed rate cuts under new political pressure, but the Fed can remain patient given oil prices, geopolitical risks, and resilient labor; base case is zero rate changes in 2H 2026 [[01:14](https://youtu.be/TJ7D-Ew2gj0?si=evqaXeOA7e4fmcS5&t=01m14s)],…

Aug 5, 2026·Macro / Economics
Active Strategies 2H 2026: Do Technology & AI-related Assets Still Present Compelling Opportunities? | 4 Aug 2026 | J.P. Morgan Asset Management Hong Kong

J.P.Morgan: Geopolitics vs. markets: How might the US, China and Iran reshape global risk? | 4 Aug 2026 | Making Sense

**1. Executive Briefing (TL;DR)** - **Cognitive Dissonance in Global Markets:** Extreme divergence between risk-on investor sentiment (propelled by AI capital expenditure) and persistent geopolitical fragmentation creating systemic tail risks [[00:00:11](http://www.youtube.com/watch?v=7RhWIHJc8ec&t=00m11s)]. - **Weaponization & Loss of Strait of Hormuz:** Iran's refusal to concede maritime leverage, treating…

Aug 5, 2026·Geopolitics
J.P.Morgan: Geopolitics vs. markets: How might the US, China and Iran reshape global risk? | 4 Aug 2026 | Making Sense

Deals and discipline: What’s driving markets at mid-year? | 30 Jul 2026 | Making Sense

_Note: This episode was recorded on July 21, 2026._ **1. Executive Briefing (TL;DR)** - **Top Key Takeaways:** - **Record M&A Volume & Strategic Pivots:** [[01:17](https://youtu.be/xe3_MnKOqW0?si=SiCrIjJTfcwbI4SD&t=01m17s)] Announced M&A volumes hit all-time highs in H1 2026, driven by large, complex corporate transactions rather than traditional financial sponsor buyouts. - **Scale and Growth Premiums:**…

Aug 4, 2026·Markets & Investments
Deals and discipline: What’s driving markets at mid-year? | 30 Jul 2026 | Making Sense

Sifting through shifts in Asia Pacific gold trading | 24 Jul 2026 | Making Sense

**1. Executive Briefing (TL;DR)** - **Top Key Takeaways:** - **Record Daily Volumes & Price Volatility:** 2026 year-to-date average daily gold trading volumes hit ~$510B (vs. $370B in 2025), driven by all-time high price spikes above $5,400/oz before retracing toward $4,000/oz by mid-July [[00:00:38](http://www.youtube.com/watch?v=MzQQhiqMX3M&t=0h0m38s)]. - **Institutional Strategy Shift:** Systematic and macro…

Jul 25, 2026·Gold
Sifting through shifts in Asia Pacific gold trading | 24 Jul 2026 | Making Sense

The rise, reach and rallying power of the retail investor in Asia | 14 Jul 2026 | Making Sense

**1. Executive Briefing (TL;DR)** - **The Core Thesis:** Retail investors across the Asia-Pacific (APAC) region have transitioned from passive market participants into dominant liquidity drivers, fundamentally accelerating and amplifying global structural trends like Artificial Intelligence (AI). Backed by cultural preferences for single-stock wealth creation and expanding regulatory infrastructure, retail capital…

Jul 14, 2026·Macro / Economics
The rise, reach and rallying power of the retail investor in Asia | 14 Jul 2026 | Making Sense

Checking in on a noisy year of geopolitics and financial markets | 14 Jul 2026 | On Investors’ Minds - APAC Edition

**1. Executive Briefing (TL;DR)** - **The Core Thesis:** The macroeconomic environment in 3Q 2026 exhibits resilient growth under severe geopolitical "noise," with a cooling headline inflation spike offering the Federal Reserve breathing room. Markets are successfully pivoting from abstract, speculative AI expectations to high-conviction hardware/semiconductor capex execution, broadening corporate earnings beyond…

Jul 14, 2026·Macro / Economics
Checking in on a noisy year of geopolitics and financial markets | 14 Jul 2026 | On Investors’ Minds - APAC Edition

What’s Shaped the 2026 Market & What Investors Should Watch Next | 6 Jun 2026 | J.P. Morgan Wealth Management

**1. Executive Briefing (TL;DR)** - **The Core Thesis:** Capital markets have exhibited strong performance in the first half of 2026, driven by continuous double-digit corporate earnings growth and robust emerging market returns. Assuming inflation and interest rates peaked in Q2 2026, the S&P 500 year-end target is upgraded, while the Federal Reserve is projected to hold rates steady through year-end. - **Top Key…

Jul 7, 2026·Markets & Investments
What’s Shaped the 2026 Market & What Investors Should Watch Next | 6 Jun 2026 | J.P. Morgan Wealth Management

4 Biggest Market Risks Investors Should Watch in 2026 | 3 Jul 2026 | J.P. Morgan

**1. Executive Briefing (TL;DR)** - **The Core Thesis:** The second half of 2026 presents an overlapping matrix of domestic policy shifts, leadership transitions, and global geopolitical tensions. Investors must navigate a potential hawkish pivot in US monetary policy driven by tightening labor markets, a newly led Federal Reserve, and ongoing energy risks from Middle Eastern conflicts. - **Top Key Takeaways:** -…

Jul 5, 2026·Macro / Economics
4 Biggest Market Risks Investors Should Watch in 2026 | 3 Jul 2026 | J.P. Morgan

J.P.Morgan: 2026 mid-year outlook: Resilient growth, sticky inflation, shifting Policy | 29 Jun 2026 | Making Sense

**1. Executive Briefing (TL;DR)** - **The Core Thesis:** The global macroeconomic outlook into H2 2026 is defined by highly resilient growth, structural labor market recoupling, and sticky inflation running at 3% or higher. While a severe geopolitical energy shock from the Middle East temporarily stoked stagflation fears, an overpowering structural expansion in tech/AI capital investment and robust corporate…

Jun 30, 2026·Macro / Economics
J.P.Morgan: 2026 mid-year outlook: Resilient growth, sticky inflation, shifting Policy | 29 Jun 2026 | Making Sense

JPAM: 2026 Mid-Year Outlook: Crosscurrents and Divergence Amid an Increasing AI Surge | 25 Jun 2026 | Insights Now

**1. Executive Briefing (TL;DR)** - **The Core Thesis:** The 2026 global economy is characterized by structural crosscurrents and a K-shaped divergence, balancing a robust AI-driven capital expenditures boom against a middle-east geopolitical supply shock. While investment spending and corporate profitability remain resilient, the broader economy faces stickier structural inflation, a pressured consumer base, and…

Jun 27, 2026·Macro / Economics
JPAM: 2026 Mid-Year Outlook: Crosscurrents and Divergence Amid an Increasing AI Surge | 25 Jun 2026 | Insights Now

Maintaining conviction through disruption | 23 Jun 2026 | Center for Investment Excellence | J.P. Morgan Asset Management

**1. Executive Briefing (TL;DR)** - **The Core Thesis:** JP Morgan Asset Management's US core equity research architecture leverages a deeply tenured team focused on a consistent 5-year expected return framework to exploit market mispricings. This structured approach allows analysts to look through short-term market euphoria or indiscriminate sell-offs by systematically assessing terminal values and adapting…

Jun 24, 2026·Macro / Economics
Maintaining conviction through disruption | 23 Jun 2026 | Center for Investment Excellence | J.P. Morgan Asset Management

VIDEO: Recapping the June FOMC with a new Fed chair plus highlights from our 2026 Mid-Year Outlook

**1. Executive Briefing (TL;DR)** - **The Core Thesis:** The June 2026 FOMC meeting, marking Kevin Warsh’s debut as Federal Reserve Chair, signals a structural shift toward a more hawkish and neutral-to-hawkish tone, with a significant upward revision in 2026 PCE inflation forecasts. Despite half of the FOMC members forecasting an additional rate hike by year-end, J.P. Morgan Asset Management projects that peaking…

Jun 22, 2026·Macro / Economics
VIDEO: Recapping the June FOMC with a new Fed chair plus highlights from our 2026 Mid-Year Outlook
Source
JPMorganMacro / EconomicsMarkets & Investments
+11 more tag
Outlook / Update

The 2027 Long-Term Capital Market Assumptions | 20 Oct 2026 | Insights Now | J.P. Morgan Asset Management

1. Executive Briefing (TL;DR)

  • Top Key Takeaways:
  • Global Growth & Productivity Upgrade: Global long-term GDP growth assumptions upgraded by 10 bps, driven by accelerated AI adoption and total factor productivity (TFP) gains [00:03:19].
  • Massive $14 Trillion AI Capex Cycle: Hyperscaler capex ($800B current annualized run-rate) projected to culminate in a…
View Full Article
UJ
Oct 20, 2026
Source
JPMorganMarkets & InvestmentsOutlook / Update

The new defense playbook: Partnerships, capital, capability | 21 Aug 2026 | Making Sense | jpmorgan

1. Executive Briefing (TL;DR)

  • Top Key Takeaways:
  • JPMorgan SRRI Capital Commitment: JPMorgan Chase has allocated $10 billion directly off its own balance sheet toward the Security and Resiliency Initiative (SRRI), positioning aerospace & defense as one of five core operational pillars [00:01:40].
  • **Unprecedented Public-Private Capital…
Source
JPMorganMacro / EconomicsMarkets & Investments
+11 more tag
Source
GeopoliticsJPMorganOutlook / Update
+11 more tag
Podcast
Source
JPMorganMarkets & InvestmentsOutlook / Update

Deals and discipline: What’s driving markets at mid-year? | 30 Jul 2026 | Making Sense

Note: This episode was recorded on July 21, 2026.

1. Executive Briefing (TL;DR)

  • Top Key Takeaways:
  • Record M&A Volume & Strategic Pivots: [01:17] Announced M&A volumes hit all-time highs in H1 2026, driven by large, complex corporate transactions rather than traditional financial sponsor buyouts.
  • Scale and Growth Premiums:…
Source
GoldJPMorganOutlook / Update

Sifting through shifts in Asia Pacific gold trading | 24 Jul 2026 | Making Sense

1. Executive Briefing (TL;DR)

  • Top Key Takeaways:
  • Record Daily Volumes & Price Volatility: 2026 year-to-date average daily gold trading volumes hit ~$510B (vs. $370B in 2025), driven by all-time high price spikes above $5,400/oz before retracing toward $4,000/oz by mid-July [00:00:38].
  • Institutional Strategy Shift: Systematic and macro…
Source
Emerging MarketsJPMorganMacro / Economics
+22 more tags
Outlook / Update
Source
JPMorganMacro / EconomicsOutlook / Update

Checking in on a noisy year of geopolitics and financial markets | 14 Jul 2026 | On Investors’ Minds - APAC Edition

1. Executive Briefing (TL;DR)

  • The Core Thesis: The macroeconomic environment in 3Q 2026 exhibits resilient growth under severe geopolitical "noise," with a cooling headline inflation spike offering the Federal Reserve breathing room. Markets are successfully pivoting from abstract, speculative AI expectations to high-conviction hardware/semiconductor capex execution, broadening corporate earnings beyond…
Source
JPMorganMarkets & InvestmentsOutlook / Update

What’s Shaped the 2026 Market & What Investors Should Watch Next | 6 Jun 2026 | J.P. Morgan Wealth Management

1. Executive Briefing (TL;DR)

  • The Core Thesis: Capital markets have exhibited strong performance in the first half of 2026, driven by continuous double-digit corporate earnings growth and robust emerging market returns. Assuming inflation and interest rates peaked in Q2 2026, the S&P 500 year-end target is upgraded, while the Federal Reserve is projected to hold rates steady through year-end.
  • **Top Key…
Source
JPMorganMacro / EconomicsOutlook / Update

4 Biggest Market Risks Investors Should Watch in 2026 | 3 Jul 2026 | J.P. Morgan

1. Executive Briefing (TL;DR)

  • The Core Thesis: The second half of 2026 presents an overlapping matrix of domestic policy shifts, leadership transitions, and global geopolitical tensions. Investors must navigate a potential hawkish pivot in US monetary policy driven by tightening labor markets, a newly led Federal Reserve, and ongoing energy risks from Middle Eastern conflicts.
  • Top Key Takeaways: -…
Source
JPMorganMacro / EconomicsMarkets & Investments
+11 more tag
Source
JPMorganMacro / EconomicsMarkets & Investments
+11 more tag
Source
JPMorganMacro / EconomicsMarkets & Investments
+11 more tag
Source
JPMorganMacro / EconomicsMarkets & Investments
+11 more tag
Outlook / Update
View Full Article
UJ
Aug 22, 2026
Outlook / Update

Active Strategies 2H 2026: Do Technology & AI-related Assets Still Present Compelling Opportunities? | 4 Aug 2026 | J.P. Morgan Asset Management Hong Kong

Note: Hosted on 23 July 2026

1. Executive Briefing (TL;DR)

  • Top Key Takeaways:
  • Macro & Fed Policy Gap: Markets mistakenly anticipate imminent Fed rate cuts under new political pressure, but the Fed can remain patient given oil prices, geopolitical risks, and resilient labor; base case is zero rate changes in 2H 2026 [01:14],…
View Full Article
UJ
Aug 5, 2026

J.P.Morgan: Geopolitics vs. markets: How might the US, China and Iran reshape global risk? | 4 Aug 2026 | Making Sense

1. Executive Briefing (TL;DR)

  • Cognitive Dissonance in Global Markets: Extreme divergence between risk-on investor sentiment (propelled by AI capital expenditure) and persistent geopolitical fragmentation creating systemic tail risks [00:00:11].
  • Weaponization & Loss of Strait of Hormuz: Iran's refusal to concede maritime leverage, treating…
View Full Article
UJ
Aug 5, 2026
View Full Article
UJ
Aug 4, 2026
View Full Article
UJ
Jul 25, 2026
Southeast Asia

The rise, reach and rallying power of the retail investor in Asia | 14 Jul 2026 | Making Sense

1. Executive Briefing (TL;DR)

  • The Core Thesis: Retail investors across the Asia-Pacific (APAC) region have transitioned from passive market participants into dominant liquidity drivers, fundamentally accelerating and amplifying global structural trends like Artificial Intelligence (AI). Backed by cultural preferences for single-stock wealth creation and expanding regulatory infrastructure, retail capital…
View Full Article
UJ
Jul 14, 2026
View Full Article
UJ
Jul 14, 2026
View Full Article
UJ
Jul 7, 2026
View Full Article
UJ
Jul 5, 2026
Outlook / Update

J.P.Morgan: 2026 mid-year outlook: Resilient growth, sticky inflation, shifting Policy | 29 Jun 2026 | Making Sense

1. Executive Briefing (TL;DR)

  • The Core Thesis: The global macroeconomic outlook into H2 2026 is defined by highly resilient growth, structural labor market recoupling, and sticky inflation running at 3% or higher. While a severe geopolitical energy shock from the Middle East temporarily stoked stagflation fears, an overpowering structural expansion in tech/AI capital investment and robust corporate…
View Full Article
UJ
Jun 30, 2026
Outlook / Update

JPAM: 2026 Mid-Year Outlook: Crosscurrents and Divergence Amid an Increasing AI Surge | 25 Jun 2026 | Insights Now

1. Executive Briefing (TL;DR)

  • The Core Thesis: The 2026 global economy is characterized by structural crosscurrents and a K-shaped divergence, balancing a robust AI-driven capital expenditures boom against a middle-east geopolitical supply shock. While investment spending and corporate profitability remain resilient, the broader economy faces stickier structural inflation, a pressured consumer base, and…
View Full Article
UJ
Jun 27, 2026
Podcast

Maintaining conviction through disruption | 23 Jun 2026 | Center for Investment Excellence | J.P. Morgan Asset Management

1. Executive Briefing (TL;DR)

  • The Core Thesis: JP Morgan Asset Management's US core equity research architecture leverages a deeply tenured team focused on a consistent 5-year expected return framework to exploit market mispricings. This structured approach allows analysts to look through short-term market euphoria or indiscriminate sell-offs by systematically assessing terminal values and adapting…
View Full Article
UJ
Jun 24, 2026

VIDEO: Recapping the June FOMC with a new Fed chair plus highlights from our 2026 Mid-Year Outlook

1. Executive Briefing (TL;DR)

  • The Core Thesis: The June 2026 FOMC meeting, marking Kevin Warsh’s debut as Federal Reserve Chair, signals a structural shift toward a more hawkish and neutral-to-hawkish tone, with a significant upward revision in 2026 PCE inflation forecasts. Despite half of the FOMC members forecasting an additional rate hike by year-end, J.P. Morgan Asset Management projects that peaking…
View Full Article
UJ
Jun 22, 2026