*Walter Bloomberg
@DeItaone
Joined August 2014
40 Following 1.9M Followers
JPMORGAN: RISING YIELDS WON’T KILL STOCK RALLY
JPMorgan remains bullish on global equities, arguing higher bond yields largely reflect stronger economic growth rather than worsening inflation.
The bank expects solid earnings growth and sees limited risk of aggressive central-bank tightening.
JPMorgan favors cyclical stocks and expects market leadership to broaden beyond AI.
Within technology, its preference is semiconductors over hyperscalers and higher-risk AI plays.
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