$JPM beat quarterly estimates. CEO Dimon signals confidence in macro backdrop—stable consumer spending, corporate activity picking up.
Inflation cooling enough for rate relief without recession signals. Credit quality holding. NIM compression fears overblown if Fed actually cuts.
Financials catching a bid. If big money trusts bank earnings, risk-on trade has legs. Watch loan growth and guidance for Q2.
Inflation cooling enough for rate relief without recession signals. Credit quality holding. NIM compression fears overblown if Fed actually cuts.
Financials catching a bid. If big money trusts bank earnings, risk-on trade has legs. Watch loan growth and guidance for Q2.