J.P. Morgan
May 28, 2026
US Market Intelligence Morning Briefing
Daily UpdateEquitiesRates Govt BondsCommoditiesInformation TechnologyEnergy
J.P. Morgan maintains a tactically bullish view on US markets, anticipating a retail trading rebound in Q2 while balancing Tech exposure with Cyclicals.
Key Takeaways
- 1.J.P. Morgan remains tactically bullish on US equities despite geopolitical tensions, citing strong Tech fundamentals and a robust consumer backdrop.
- 2.Retail investor participation in US equity trading is expected to rebound in Q2 2026 after reaching a four-year low in Q1.
- 3.Geopolitical conflict between the US and Iran remains a primary market catalyst, influencing oil prices and the shift between DM and EM exposure.
Table of Contents
- IDEAS & INSIGHTS – IN BRIEF
- JPM MARKET INTEL MORNING UPDATES
- CATALYSTS TODAY (WEEK AHEAD)
- JPM MARKET INTEL EQUITY & MACRO NARRATIVE
- NIKOS
- US MKT INTEL VIEW
- NEWS LINKS
- WEEKLY ECONOMIC DATA / EARNINGS
- US CALENDAR
- GLOBAL CALENDAR
- POLITICAL CATALYSTS
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Authors
Andrew TylerNikosFederico Manicardi
Securities
SPXMUAVGOSOXX
Themes
AI Trade SustainabilityRetail Investor ResurgenceGeopolitical De-escalation (Strait of Hormuz)
Regions
North AmericaMiddle EastAsia PacificUnited StatesIranChina