⚓ J.P. Morgan AM: Where Are Markets Headed in the Second Half of 2026?
J.P. Morgan Asset Management reports developed market equities rallied 13.9% in Q2 2026 as earnings outlooks improved, while emerging markets surged 24% — the best quarterly gain since Q2 2009 — as Middle East tensions eased and oil prices fell from a $120/barrel peak. The note expects the Fed to hold as inflation crests, with continued AI-trade momentum but advises investors stay nimble as beneficiaries shift.
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