J.P. Morgan
June 17, 2026
International Market Intelligence Morning Briefing
Daily UpdateEquitiesCommoditiesRates CreditInformation TechnologyEnergy
J.P. Morgan's report highlights a 'Global Growth Reboot' fueled by economic reopening and normalized energy supplies. The firm maintains a bullish stance on equities, emphasizing AI infrastructure investment and tactical sector rotations.
Key Takeaways
- 1.The reopening of the Strait of Hormuz is expected to normalize oil supplies, leading to downward pressure on oil prices.
- 2.JPM upgraded its EM equity target for YE 2026 to 2000 and remains bullish on Global Equities.
- 3.JPM raised its 2030 AI CAPEX estimate to $5.5 trillion, citing high demand for GPU/ASIC compute power.
Table of Contents
- MKT INTEL VIEWS
- Positioning Intelligence | EU Thematic Positioning Dashboard
- IDEA & INSIGHTS - IN BRIEF
- IDEA & INSIGHTS – IN DETAILS
- OVERNIGHT RECAP
- POSITIONING INTELLIGENCE
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Authors
Andrew TylerFederico Manicardi
Securities
Brent Crude OilJPKBWEFT
Themes
AI Infrastructure InvestmentGlobal Growth RebootStrait of Hormuz Reopening
Regions
GlobalAsia PacificEuropeUnited StatesChinaJapan