Contrarian

Oct 14, 2026 · bearish

JPMorgan Chase's balance sheet just hit $5.0T in total assets with $309.8B in cash reserves, and the sell-side narrative centers on net interest margin resilience. But here's what the consensus is missing: deposit dynamics *always* compress spreads when rates plateau, and tariff-induced cost inflation is now hitting the wealth management and advisory platforms that *feed* client acquisition.

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