US Market Intelligence Morning Briefing

J.P. Morgan maintains a tactically bullish stance on US equities, focusing on upcoming inflation data, the Trump-Xi summit, and the potential reopening of the Strait of Hormuz.

Key Takeaways

• 1.J.P. Morgan remains tactically bullish on US markets, driven by a resilient macro environment and strong earnings.
• 2.The Trump-Xi summit is a major catalyst, with potential for agreements on trade tariffs and semiconductor consumption.
• 3.Anticipated large IPOs in H1 2026 are expected to drive $410bn in passive buying demand after lock-up periods expire.

Table of Contents

• IDEAS & INSIGHTS – IN BRIEF
• JPM MARKET INTEL MORNING UPDATES
• CATALYSTS TODAY (WEEK AHEAD)
• JPM MARKET INTEL EQUITY & MACRO NARRATIVE
• NIKOS: REVISITING EQUITY SUPPLY AND DEMAND FROM THE COMING IPOS
• US MARKET INTEL VIEW
• NEWS LINKS
• WEEKLY ECONOMIC DATA / EARNINGS
• POLITICAL CATALYSTS

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