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J.P. Morgan - $JPM

J.P. Morgan research chair: 32 countries now drive 95% of global growth, down from 54
10 calls: why Asia is absorbing most AI data-center spending outside the US, why Germany is most exposed to China's exports, and how AI cut the time to…
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JPMorgan CEO: Ford will commit $1B of purchasing to new Michigan manufacturers
7 insights: Why Jamie Dimon says markets alone won't rebuild US factories, why rising yields don't change the plan, and why Ford's CEO thinks it can…
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Treasuries at 5.3% nearly double expected stock returns, says RIA Advisors CIO
10 calls: why RIA Advisors moved from growth to value for year-end, why he doubts 8% Treasury yields, and what he looks for in a municipal bond
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Bond buyers now care about deficits and could take US rates to 6%, says OnePoint BFG CIO
10 calls: why triple-C spreads above 1,000bps show the damage has started, where $500B of hyperscaler debt will come from, and why oil inventories need…
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Bitwise CIO: Wall Street is expanding from the 3 crypto tokens it believes in to 50
12 insights: Why crypto inflows are 2–4x the last cycle, how a NEAR fund drew tens of millions in weeks, and why active crypto funds may arrive in 18…
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CLO equity bought just before 2008 earned about 30% a year — Flat Rock Global CIO
14 insights: why CLO equity lost 8% last year, why loan recoveries have fallen from 80 cents to about 50, and how captive funds keep forming CLOs at 10…
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Ford CEO: we're putting $1 billion behind onshoring US manufacturing
8 numbers: JPMorgan's $5 billion already deployed toward a $1.5 trillion pledge, 1.7 million open US skilled-trades jobs, and a $30,000 EV built to beat…
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Hilco Global advisor on Iran: "20% of the world's oil comes from the Strait of Hormuz"
4 calls: why the former acting Army secretary expects no Iran deal before the midterms, why electricity costs are up 18%, and how private money is…
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Income Factory founder on PIMCO's PDI: "It's paying a yield now of 19%"
12 takeaways: why he wants rates to rise, the credit-fund discounts he says price in defaults never seen, a Barings BDC at about 20% off, and his…
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Oregon taxes estates over $1M; the federal bar is $30M — J.P. Morgan wealth planning head
16 lessons: inside Bear Stearns' last weekend, tax savings clients value over beating the index, the QSBS break CPAs miss, and why the wealth transfer…
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A 1-year 10% buffer caps gains near 15% right now, Vest's CEO finds
6 lessons: Why he says diversified portfolios share one hidden risk, how Vest runs $75B across 100+ buffer funds, and who buys them instead of paying…
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Capital Allocators: 8 CIOs on AI, and one names her analyst Claude
8 takeaways: the single family office running its whole process on one AI subscription, the $250B JPMorgan team that built its own LLM suite, and why…
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