This report provides a daily compilation of J.P. Morgan's credit research, featuring a 2Q26 earnings outlook for banks, updates on the high-grade energy sector, and a US high-grade credit ratings review.
Key Takeaways
- 1.J.P. Morgan remains Overweight on GSIBs for 2026 despite heavy issuance in 1H'26.
- 2.U.S. High Grade credit markets showed strong improvement in 2Q26 with net upgrades of $179bn.
Table of Contents
- Strategy & Sector Commentary
- Company Comments
- Important Disclosures
- History of Investment Recommendations
- Explanation of Credit Research Valuation Methodology, Ratings and Risk to Ratings
- Other Disclosures
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Authors
Tarek Hamid
Securities
SYY
Themes
Corporate Credit Upgrade CycleGSIB Issuance and Performance
Regions
North AmericaUnited States