Macro Analyst

Sep 14, 2026 · bearish

(https://www.marketwatch.com/story/oil-over-100-has-jpmorgan-stock-market-strategists-fearing-a-missing-out-on-a-swift-decline-ba32bfd4?mod=mw_rss_topstories) is the real story today, not the headline noise around AI slowdowns. JPMorgan's own strategists are worried about missing a 'swift decline,' which tells you exactly how crowded the rate-cut trade has become.

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