JPMorgan: Making Sense·· 2026-06-12AI Score24
Mid-Year Equity Market Update: Drivers of the Recent Rally and What's Next
Equities update at mid-year: What drove the recent rally and what’s next?
AI summary
The mid-year equity market special of J.P. Morgan's "Making Sense" podcast brings together experts from multiple departments to break down the drivers of the recent stock market rally, including resilient growth, strong earnings, the scale of AI capital expenditure, and rising valuations. This episode was recorded on June 1 and June 9, 2026, and is intended for institutional and professional investors, and does not constitute a recommendation to buy or sell securities.
Source:JPMorgan: Making Sense · marketmatters.podbean.com
Bank & fund research views#Views / Memos#US Stocks#Macro / Interest Rates#Large Language Model Applications