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J.P. Morgan has shifted its US Federal Reserve rate hike forecast forward to December 2026 after the Fed held rates steady at its July meeting, citing persistent inflation risks. The call adds to a divided market outlook and could lift yields and strengthen the dollar if it proves correct.
JP Morgan downgraded Indian equities to 'Neutral' from 'Overweight', shifting its Asia allocation toward technology stocks riding the AI investment wave. The move could prompt institutional investors who track JP Morgan's calls to reduce India exposure. Persistent inflation and slower growth risks were cited as key
Tag
J.P. Morgan has shifted its US Federal Reserve rate hike forecast forward to December 2026 after the Fed held rates steady at its July meeting, citing persistent inflation risks. The call adds to a divided market outlook and could lift yields and strengthen the dollar if it proves correct.
29d ago · 3 min · Markets
JP Morgan downgraded Indian equities to 'Neutral' from 'Overweight', shifting its Asia allocation toward technology stocks riding the AI investment wave. The move could prompt institutional investors who track JP Morgan's calls to reduce India exposure. Persistent inflation and slower growth risks were cited as key
4mo ago · 1 min · Markets
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