Dimon sees the equity rally as a temporary sugar high fueled by fiscal stimulus driving record profits. The structural story is in bonds: a regime shift from savings glut to shortage, driven by massive AI capex and unsustainable deficits. He warns yields can go "much higher" and the sovereign debt "hit" is inevitable. The key unknown is the timing of the market break, when bond vigilantes finally revolt against endless government borrowing.
explicit
implicit
RUT
Oil
Metals
USD
JPMorgan
9.0
Investment Bank $3170.00B
Jamie Dimon 9.0
Investment Bank $3170.00B
Jamie Dimon 9.0
5/21/2026 9:55:02 PM
yields
Yields could be much higher than today. They are at the highest level in decades and could go higher due to inflation, massive government deficits, and demand for capital.
| 5/12/2026 8:21:02 PM | short term cautious up | 5 days later | +3.17% | +1.58% |
| 5/12/2026 2:41:08 PM | short term up | 5 days later | +3.17% | +3.17% |
| 5/5/2026 9:11:37 AM | short term cautious up | 5 days later | +1.24% | +0.62% |
| 4/30/2026 2:45:27 AM | short term up | 5 days later | -0.50% | -0.50% |
| 4/30/2026 2:09:30 AM | short term cautious up | 5 days later | -0.50% | -0.25% |
| 4/30/2026 1:27:38 AM | short term cautious up | 5 days later | -0.50% | -0.25% |
| 4/29/2026 12:00:22 AM | medium term sharp down | 20 days later | +4.15% | -6.22% |
| 3/31/2026 2:37:12 PM | medium term cautious up | 20 days later | -0.63% | -0.31% |
| 3/13/2026 9:15:48 PM | short term up | 7 days later | +2.70% | +2.70% |
| 3/11/2026 11:21:40 PM | short term up | 5 days later | -1.66% | -1.66% |
| 3/5/2026 1:17:37 AM | short term cautious up | 5 days later | +1.81% | +0.91% |
| 2/6/2026 5:06:02 PM | medium term cautious down | 21 days later | -3.57% | +1.79% |
| 12/11/2025 1:18:26 AM | short term down | 5 days later | -1.03% | +1.03% |
| 12/10/2025 9:25:29 AM | medium term cautious down | 20 days later | +0.53% | -0.27% |
| 12/1/2025 2:17:57 PM | medium term up | 20 days later | +2.03% | +2.03% |
| 11/21/2025 1:54:47 PM | medium term up | 21 days later | +3.57% | +3.57% |
| 11/7/2025 6:12:18 PM | medium term cautious down | 21 days later | -0.34% | +0.17% |
| 11/4/2025 12:53:31 PM | medium term cautious up | 20 days later | -3.73% | -1.86% |
| 10/30/2025 1:40:41 PM | medium term cautious up | 20 days later | +0.12% | +0.06% |
| 10/29/2025 8:30:24 PM | short term cautious down | 5 days later | -0.10% | +0.05% |
| 10/21/2025 2:15:04 PM | short term cautious down | 5 days later | +1.11% | -0.56% |
| 10/16/2025 5:42:00 PM | medium term cautious up | 20 days later | +2.15% | +1.07% |
| 10/1/2025 3:11:20 PM | medium term cautious down | 20 days later | -3.30% | +1.65% |
| 9/30/2025 10:13:15 PM | medium term cautious down | 20 days later | -3.48% | +1.74% |
| 9/22/2025 5:25:48 PM | medium term up | 20 days later | -1.67% | -1.67% |
| 9/17/2025 6:49:25 PM | medium term cautious down | 20 days later | +0.61% | -0.30% |
| 9/11/2025 11:57:02 PM | medium term cautious up | 20 days later | +0.66% | +0.33% |
| 9/11/2025 4:51:16 PM | short term down | 5 days later | +0.37% | -0.37% |
| 9/10/2025 9:53:06 PM | short term cautious down | 5 days later | +0.37% | -0.19% |
| 9/10/2025 6:33:02 PM | short term cautious down | 5 days later | +0.37% | -0.19% |
| 8/28/2025 1:07:30 PM | short term cautious down | 5 days later | -0.38% | +0.19% |
| 8/15/2025 9:10:00 PM | short term cautious down | 7 days later | -1.52% | +0.76% |
| 8/12/2025 4:29:28 PM | medium term cautious up | 20 days later | +0.92% | +0.46% |
| 8/8/2025 2:04:22 AM | short term cautious down | 7 days later | +1.59% | -0.80% |
| 8/4/2025 11:59:32 PM | short term down | 6 days later | +1.84% | -1.84% |
