Nikolaos Panigirtzoglou
3 stories
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financeJPMorgan: AI to Unleash $1.2 Trillion Equity Flood by 2027
The two-decade buyback era ends as artificial intelligence capital demands trigger a historic surge in US net equity issuance, potentially reshaping market valuations.
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cryptoJPMorgan Strategist Flags Retreat from Debasement Trade as Bitcoin, Gold ETFs See Outflows
Institutional investors are pulling back from bitcoin and gold as JPMorgan notes a significant retreat from the debasement trade, signaling a shift in macro hedging sentiment.
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cryptoJPMorgan Predicts Clarity Act Passage, Fueling Crypto Upside
JPMorgan analysts forecast the US Clarity Act's passage by mid-year, potentially boosting the crypto market and ending regulatory uncertainty.