Report published August 11, 2026
US Market Intelligence Afternoon Briefing: J.P. Morgan Insights - August 11, 2026
Source and citation context
- Issuer
- J.P. Morgan
- Report date
- August 11, 2026
- Analysis as of
- August 11, 2026
Authors / editors: Andrew Tyler (Author), Federico Manicardi (Author), Ellen Wang (Author), Victoria Campos (Author)
Finvaulta summarizes J.P. Morgan's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
J.P. Morgan's Market Intelligence unit remains tactically bullish on US markets, focusing on upcoming CPI data and institutional demand for Tech/AI plays. The report highlights geopolitical risks surrounding US-Iran tensions while balancing them against strong earnings and macro trends.
Key Takeaways
- 1.Tactically Bullish stance on US markets based on trend-level GDP growth, strong earnings, and supportive positioning.
- 2.Anticipation of CPI release; scenario analysis suggests potential volatility based on core inflation outcomes.
- 3.Continued demand for US Tech (AI/Hyperscalers) despite some near-term digestion in Mag7; strong institutional buy flows observed.
Table of Contents
- IDEAS & INSIGHTS – IN BRIEF
- AFTERNOON UPDATES (NEWS LINKS)
- CATALYSTS TOMORROW (FULL WEEK CALENDAR)
- JPM MARKET INTEL EQUITY & MACRO NARRATIVE
- TRADING DESK COMMENTARY
- US MKT INTEL: CPI SCENARIO ANALYSIS
- US MKT INTEL VIEW
- EMERGING MARKETS MONETIZATION
- NEWS LINKS
- WEEKLY ECONOMIC DATA / EARNINGS
Report data
CPI %m/m, sa, unless noted — as of August 11, 2026.
| Metric | Estimate | Context |
|---|---|---|
| Headline CPI MoM | 0.12% | Forecast for upcoming release. |
| Core CPI MoM | 0.22% | Forecast for upcoming release. |
Reports in this series
US Market Intelligence Afternoon Briefing is shown in chronological order through this edition, published on August 11, 2026.
Part of the US Market Intelligence Afternoon Briefing series — view all 24 editions
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Authors / Editors
Reported Data Context
- Headline CPI MoM: 0.12 percent (Monthly) · Source: JPM Economics
- Core CPI MoM: 0.22 percent (Monthly) · Source: JPM Economics