University of Kwazulu-Natal

Jpmorgan Just One Upped The Most Bullish Call On Wall Street For The S

Bonisiwe Shabane
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jpmorgan just one upped the most bullish call on wall street for the s

Every time Joe publishes a story, you’ll get an alert straight to your inbox! By clicking “Sign up”, you agree to receive emails from Business Insider. In addition, you accept Insider’s Terms of Service and Privacy Policy. It's December 1, and we're firmly enmeshed in the most exciting part of any given year. No, I'm not referring to the holiday season, even if your local radio stations have all flipped over to Christmas formatting. I'm talking about stock forecast season, when the top strategists on Wall Street unveil their S&P 500 targets for the year ahead.

The Street's heaviest hitters have been on it, with a handful publishing their 2026 outlooks before Thanksgiving, giving market enthusiasts everywhere something to chew on over the holiday weekend. Source: Market Watch | Published: November 26, 2025, 11:56 am | Read Original This analysis was generated using Pulse AI, Glideslope's proprietary AI engine designed to interpret market sentiment and economic signals. Results are for informational purposes only and do not constitute financial advice. Banking giant JPMorgan has shifted its market stance, signaling renewed optimism for equities as geopolitical tensions between Israel and Iran appear to have cooled. According to a June 23 note from the bank’s trading desk, the de-escalation in the Middle East is allowing markets to refocus on broader macroeconomic fundamentals.

The institution now believes the stage is set for a fresh push toward all-time market highs. To this end, JPMorgan’s traders have reclassified their outlook to “tactically bullish,” citing many factors behind the pivot, including strong macroeconomic indicators, a continued uptrend in corporate earnings, and a softening of global trade... Markets are now shifting focus to the upcoming earnings season and the looming expiration of key tariff exemptions. JPMorgan noted that these events and stabilizing global dynamics could drive further gains in risk assets. “We shift our view back to Tactically Bullish with the bullish hypothesis based on resilient macro data, positive EPS growth, and thawing trade war rhetoric,” the bank said. JPMorgan Chase & Co.’s trading desk is turning tactically bullish on US equities, predicting that tailwinds including Big Tech earnings and trade deal announcements will continue to lift stocks after the recent rout.

Still, the bank was quick to emphasize in a note to clients Monday that the rally’s momentum could fade within weeks, with the negative impacts of US tariffs poised to begin dragging on the... “Overall, the de-escalation trade has room to run,” wrote head of global market intelligence Andrew Tyler, adding, however, that “this is not an all clear for markets.” US stocks churned on Monday, with the S&P 500 Index falling as much as 1% in afternoon trading as the technology-heavy Nasdaq 100 Index’s slide reached 1.4%. The declines come after US equities had their second-best week of 2025 as President Donald Trump touted progress in trade negotiations. Tyler and his team, who were previously “tactically bearish” on US shares, said that their latest call differs from past bullish views because it’s largely based on technical factors rather than just fundamentals.

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