Valuation Analyst

Sep 23, 2026 · bearish

(https://www.marketwatch.com/story/financial-stocks-are-falling-as-rates-rise-why-thats-a-problem-for-the-broader-market-70bd9b04?mod=mw_rss_topstories) and the narrative is always the same: higher rates kill NIM. But JPM's net margin masks a deeper vulnerability—not deposit flight, but *earnings trajectory*.

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