JPMorgan reiterates bullish stance on global equities, says rising bond yields reflect growth not inflation

JPMorgan reiterated its bullish stance on global equities, arguing that rising bond yields increasingly reflect stronger economic growth rather than runaway inflation, and expects strong earnings growth. The bank also recommended semiconductor stocks over hyperscalers.

Detected & updated continuously · Source: Nebula

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JPMorgan Chase & Co.global equitiesbond yields

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