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Why JPM thinks rising bond yields won’t derail the equity rally

Tue, 01 Sep 2026 10:33:30 -0400

Investing.com -- JPMorgan remains bullish on global equities into year-end, arguing in a note Tuesday that rising bond yields should not prove a substantial obstacle for stocks because most of the move reflects stronger economic activity.

Global equities are up 15% year to date in dollar terms, and strategist Mislav Matejka expects continued strong earnings delivery, noting EPS revisions have turned outright positive across all regions.

That is aided by a rebound in purchasing managers' indices, with eurozone PMIs rising for three months in a row.

"We do not expect rising bond yields to present an insurmountable obstacle for stocks, as

Why JPM thinks rising bond yields won’t derail the equity rally

Tue, 01 Sep 2026 10:33:30 -0400

That is aided by a rebound in purchasing managers' indices, with eurozone PMIs rising for three months in a row.

"We do not expect rising bond yields to present an insurmountable obstacle for stocks, as

Why JPM thinks rising bond yields won’t derail the equity rally

Tue, 01 Sep 2026 10:33:30 -0400

That is aided by a rebound in purchasing managers' indices, with eurozone PMIs rising for three months in a row.

"We do not expect rising bond yields to present an insurmountable obstacle for stocks, as

Why JPM thinks rising bond yields won’t derail the equity rally

Tue, 01 Sep 2026 10:33:30 -0400

That is aided by a rebound in purchasing managers' indices, with eurozone PMIs rising for three months in a row.

"We do not expect rising bond yields to present an insurmountable obstacle for stocks, as

Why JPM thinks rising bond yields won’t derail the equity rally

Tue, 01 Sep 2026 10:33:30 -0400

That is aided by a rebound in purchasing managers' indices, with eurozone PMIs rising for three months in a row.

"We do not expect rising bond yields to present an insurmountable obstacle for stocks, as

Why JPM thinks rising bond yields won’t derail the equity rally

Tue, 01 Sep 2026 10:33:30 -0400

That is aided by a rebound in purchasing managers' indices, with eurozone PMIs rising for three months in a row.

"We do not expect rising bond yields to present an insurmountable obstacle for stocks, as

Why JPM thinks rising bond yields won’t derail the equity rally

Tue, 01 Sep 2026 10:33:30 -0400

That is aided by a rebound in purchasing managers' indices, with eurozone PMIs rising for three months in a row.

"We do not expect rising bond yields to present an insurmountable obstacle for stocks, as

Why JPM thinks rising bond yields won’t derail the equity rally

Tue, 01 Sep 2026 10:33:30 -0400

That is aided by a rebound in purchasing managers' indices, with eurozone PMIs rising for three months in a row.

"We do not expect rising bond yields to present an insurmountable obstacle for stocks, as

Form D THERALASE TECHNOLOGIES

Mon, 31 Aug 2026 14:48:00 -0400

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Bessent: Think Druckenmiller Lost Money Day He Sent Editorial

Mon, 31 Aug 2026 10:40:05 -0400

Bessent: Think Druckenmiller Lost Money Day He Sent Editorial

Bessent: Hedge Fund Managers Like To 'speed Things Up'
Bessent: Believe Japan, Boj To Do Things That Lead To Yen Rise

Bessent: Think Druckenmiller Lost Money Day He Sent Editorial

Mon, 31 Aug 2026 10:40:05 -0400

Bessent: Think Druckenmiller Lost Money Day He Sent Editorial

Bessent: Hedge Fund Managers Like To 'speed Things Up'
Bessent: Believe Japan, Boj To Do Things That Lead To Yen Rise

Fed chair Warsh kicks off Jackson Hole keynote address

Fri, 28 Aug 2026 10:32:28 -0400

Investing.com -- Federal Reserve Chair Kevin Warsh on Friday delivered his keynote address at the Jackson Hole Economic Policy Symposium.

The annual conference is held by the Kansas City Fed and brings together central bankers, policymakers, academics, and economists. The topic this year is “Financial Innovation — Implications for Payments and Policy.”

The Fed chief’s first keynote address comes at a complicated time for the U.S. central bank. Inflation has dominated the Federal Open Market Committee’s (FOMC) focus, amid recent economic indicators that have shown sticky price pressures and resilient economic growth. On top of that, latest labor market data for July

Fed chair Warsh kicks off Jackson Hole keynote address

Fri, 28 Aug 2026 10:32:28 -0400

Investing.com -- Federal Reserve Chair Kevin Warsh on Friday delivered his keynote address at the Jackson Hole Economic Policy Symposium.

Fed chair Warsh kicks off Jackson Hole keynote address

Fri, 28 Aug 2026 10:32:28 -0400

Investing.com -- Federal Reserve Chair Kevin Warsh on Friday delivered his keynote address at the Jackson Hole Economic Policy Symposium.

Fed chair Warsh kicks off Jackson Hole keynote address

Fri, 28 Aug 2026 10:32:28 -0400

Investing.com -- Federal Reserve Chair Kevin Warsh on Friday delivered his keynote address at the Jackson Hole Economic Policy Symposium.

Warsh: Inflation Data Don’t Suggest Trend Meaningfully Improved

Fri, 28 Aug 2026 10:00:46 -0400

(Updated - August 28, 2026 10:00 AM EDT)

In Our Time

Chairman Kevin Warsh

At “Financial Innovation: Implications for Payments and Policy,” an economic policy symposium sponsored by the Federal Reserve Bank of Kansas City, Jackson Hole, Wyoming

Watch Live

Thank you. It's great to be here again and to see so many familiar faces. I've been looking forward to this weekend—what better place to mark my 100th day as Chairman?

For the fine hospitality, everyone here is in debt to President Jeff Schmid and his colleagues at the Federal Reserve Bank of Kansas City. Jeff, our thanks to you all.

Jeff and the other

Warsh: Inflation Data Don’t Suggest Trend Meaningfully Improved

Fri, 28 Aug 2026 10:00:46 -0400

(Updated - August 28, 2026 10:00 AM EDT)

In Our Time

Chairman Kevin Warsh

At “Financial Innovation: Implications for Payments and Policy,” an economic policy symposium sponsored by the Federal Reserve Bank of Kansas City, Jackson Hole, Wyoming

Watch Live

Thank you. It's great to be here again and to see so many familiar faces. I've been looking forward to this weekend—what better place to mark my 100th day as Chairman?

For the fine hospitality, everyone here is in debt to President Jeff Schmid and his colleagues at the Federal Reserve Bank of Kansas City. Jeff, our thanks to you all.

Jeff and the other

Warsh: Inflation Data Don’t Suggest Trend Meaningfully Improved

Fri, 28 Aug 2026 10:00:46 -0400

(Updated - August 28, 2026 10:00 AM EDT)

In Our Time

Chairman Kevin Warsh

At “Financial Innovation: Implications for Payments and Policy,” an economic policy symposium sponsored by the Federal Reserve Bank of Kansas City, Jackson Hole, Wyoming

Watch Live

Thank you. It's great to be here again and to see so many familiar faces. I've been looking forward to this weekend—what better place to mark my 100th day as Chairman?

For the fine hospitality, everyone here is in debt to President Jeff Schmid and his colleagues at the Federal Reserve Bank of Kansas City. Jeff, our thanks to you all.

Jeff and the other

Warsh: Inflation Data Don’t Suggest Trend Meaningfully Improved

Fri, 28 Aug 2026 10:00:46 -0400

(Updated - August 28, 2026 10:00 AM EDT)

In Our Time

Chairman Kevin Warsh

At “Financial Innovation: Implications for Payments and Policy,” an economic policy symposium sponsored by the Federal Reserve Bank of Kansas City, Jackson Hole, Wyoming

Watch Live

Thank you. It's great to be here again and to see so many familiar faces. I've been looking forward to this weekend—what better place to mark my 100th day as Chairman?

For the fine hospitality, everyone here is in debt to President Jeff Schmid and his colleagues at the Federal Reserve Bank of Kansas City. Jeff, our thanks to you all.

Jeff and the other

Warsh: Inflation Data Don’t Suggest Trend Meaningfully Improved

Fri, 28 Aug 2026 10:00:46 -0400

(Updated - August 28, 2026 10:00 AM EDT)

In Our Time

Chairman Kevin Warsh

At “Financial Innovation: Implications for Payments and Policy,” an economic policy symposium sponsored by the Federal Reserve Bank of Kansas City, Jackson Hole, Wyoming

Watch Live

Thank you. It's great to be here again and to see so many familiar faces. I've been looking forward to this weekend—what better place to mark my 100th day as Chairman?

For the fine hospitality, everyone here is in debt to President Jeff Schmid and his colleagues at the Federal Reserve Bank of Kansas City. Jeff, our thanks to you all.

Jeff and the other

Warsh: Inflation Data Don’t Suggest Trend Meaningfully Improved

Fri, 28 Aug 2026 10:00:46 -0400

(Updated - August 28, 2026 10:00 AM EDT)

In Our Time

Chairman Kevin Warsh

At “Financial Innovation: Implications for Payments and Policy,” an economic policy symposium sponsored by the Federal Reserve Bank of Kansas City, Jackson Hole, Wyoming

Watch Live

Thank you. It's great to be here again and to see so many familiar faces. I've been looking forward to this weekend—what better place to mark my 100th day as Chairman?

For the fine hospitality, everyone here is in debt to President Jeff Schmid and his colleagues at the Federal Reserve Bank of Kansas City. Jeff, our thanks to you all.

Jeff and the other

Warsh: Inflation Data Don’t Suggest Trend Meaningfully Improved

Fri, 28 Aug 2026 10:00:46 -0400

(Updated - August 28, 2026 10:00 AM EDT)

In Our Time

Chairman Kevin Warsh

At “Financial Innovation: Implications for Payments and Policy,” an economic policy symposium sponsored by the Federal Reserve Bank of Kansas City, Jackson Hole, Wyoming

Watch Live

Thank you. It's great to be here again and to see so many familiar faces. I've been looking forward to this weekend—what better place to mark my 100th day as Chairman?

For the fine hospitality, everyone here is in debt to President Jeff Schmid and his colleagues at the Federal Reserve Bank of Kansas City. Jeff, our thanks to you all.

Jeff and the other

Warsh: Inflation Data Don’t Suggest Trend Meaningfully Improved

Fri, 28 Aug 2026 10:00:46 -0400

(Updated - August 28, 2026 10:00 AM EDT)

In Our Time

Chairman Kevin Warsh

At “Financial Innovation: Implications for Payments and Policy,” an economic policy symposium sponsored by the Federal Reserve Bank of Kansas City, Jackson Hole, Wyoming

Watch Live

Thank you. It's great to be here again and to see so many familiar faces. I've been looking forward to this weekend—what better place to mark my 100th day as Chairman?

For the fine hospitality, everyone here is in debt to President Jeff Schmid and his colleagues at the Federal Reserve Bank of Kansas City. Jeff, our thanks to you all.

Jeff and the other

Warsh signals Fed may need to hike rates if above-target inflation persists

Fri, 28 Aug 2026 01:02:58 -0400

By Howard Schneider and Ann Saphir

JACKSON HOLE, Wyoming, Aug 28 (Reuters) - The U.S. central bank ‌will "have work to do" if policymakers don't get the confidence they need that inflation is heading down to 2%, Federal Reserve Chairman Kevin Warsh said on Friday, coming closer than he has to acknowledging interest rate hikes may be needed to ease price pressures.

Warsh signals Fed may need to hike rates if above-target inflation persists

Fri, 28 Aug 2026 01:02:58 -0400

By Howard Schneider and Ann Saphir