*Walter Bloomberg(@DeItaone):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.

2026.09.01 14:34

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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