JPMorgan Chase warns the collection of stock market when Bank of America recommends a “cleanest investment game” to customers
JPMorgan Chase and Bank of America claim that collecting the US stock market is likely to be short -lived.
The JPMorgan trading team believes that the US stock market has a slightly more potential in the middle of the President Trump Trade War, reports Bloomberg.
But the company warns that the real impact of Trump's tariffs on the economy is still to be felt, making the team believe that the market is not yet above the hill.
“A combination of light positioning, low liquidity, a modest investor's involvement means that this market is likely to drift higher than there is no negative news, such as tariff titles or bond yield …
[However,] It's not clear for the markets …
We are still 1-2 months away when we see the negative impact of the trade war on the real economy. ”
The Bank's equity research group shares a similar mind, noting that it has “prejudice to sell risk assets at the strength of the risk as a stroke, as the full change of the narrative requires the purification of additional titles.
Meanwhile, the team of Bank of America Market Trates saying Recovery is unlikely to be sustainable, it advises customers to “sell US shares and dollar demonstrations”.
According to the bank, losing a US dollar is also the purest investment topic to play.
According to Bofa, the depreciable dollar is a strong signal that investors around the world are moving capital away from US assets.
“The weaker US dollar is slowly playing with lower yields or rapidly higher yields. It is brutally marked with a leaps and off leaps.”
Bofa believes that the capital flight of US assets will continue if the Federal Reserve is not reduced, Trump will reduce the trade deal with China and consumers' costs are still strong.
The bank also emphasizes that a weak US dollar recommends investors around capital like gold and foreign stock markets.
The US Dollar Ends (DXY), which measures the USD strength to other major foreign currency baskets, has fallen by about 8% this year, witnessing its deepest slide last month for 16 years.
Meanwhile, the S&P 500 has risen by about 15%, as its 2025 low is 4835 points, which he reached on April 7th.
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