JP Morgan EMEA co-CEO Matthew discusses strong M&A and DCM activity, the limited market impact of the Middle East conflict so far, the launch of a security and resiliency initiative, and the bank's commitment to Europe.
explicit
explicit
RUT
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Metals
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JPMorgan
9.0
Investment Bank $3170.00B
Matthew 9.0
Investment Bank $3170.00B
Matthew 9.0
5/12/2026 2:35:01 PM
dxy
The dollar-yen moved dramatically as traders were jittery about the Bessent visit. The dollar remains strong on the back of higher energy prices and resilient US data.
| 5/5/2026 9:11:37 AM | medium term cautious down | 20 days later | +1.15% | -0.58% |
| 3/16/2026 6:26:04 PM | short term up | 6 days later | -0.63% | -0.63% |
| 3/9/2026 6:55:49 AM | short term sharp up | 6 days later | +0.89% | +1.34% |
| 3/4/2026 2:05:06 PM | medium term cautious down | 20 days later | +0.28% | -0.14% |
| 2/24/2026 12:51:39 PM | medium term cautious down | 20 days later | +1.92% | -0.96% |
| 2/23/2026 2:58:04 PM | medium term cautious down | 20 days later | +1.87% | -0.93% |
| 2/12/2026 8:51:59 AM | medium term cautious up | 20 days later | +2.52% | +1.26% |
| 1/29/2026 8:11:16 PM | long term cautious down | 60 days later | +3.06% | -1.53% |
| 1/29/2026 5:15:49 PM | medium term cautious down | 20 days later | +0.97% | -0.48% |
| 1/29/2026 2:52:04 PM | short term cautious down | 5 days later | +0.65% | -0.32% |
ndx
All these dips will be bought and we will see much higher levels until there's genuinely an AI negative catalyst. This incredible bullish bull market is going to go absolutely crazy before it ends in tears.
| 5/5/2026 12:34:58 PM | medium term up | 20 days later | +4.90% | +4.90% |
| 3/16/2026 6:26:04 PM | short term up | 6 days later | -2.39% | -2.39% |
| 2/24/2026 12:51:39 PM | medium term cautious up | 20 days later | -2.17% | -1.08% |
| 12/10/2025 9:48:13 PM | short term up | 5 days later | -2.16% | -2.16% |
| 11/18/2025 7:37:06 PM | short term cautious down | 5 days later | +0.95% | -0.47% |
| 11/18/2025 1:29:07 PM | short term cautious down | 5 days later | +0.95% | -0.47% |
| 10/3/2025 8:26:15 AM | medium term up | 21 days later | +3.37% | +3.37% |
| 10/2/2025 2:34:39 PM | short term cautious up | 5 days later | +1.42% | +0.71% |
| 9/30/2025 3:03:56 PM | medium term up | 20 days later | +1.32% | +1.32% |
| 9/30/2025 2:47:47 PM | medium term cautious up | 20 days later | +1.32% | +0.66% |
| 9/10/2025 6:33:02 PM | medium term up | 20 days later | +3.37% | +3.37% |
| 8/28/2025 10:33:52 PM | short term up | 5 days later | -+0.00% | -+0.00% |
| 8/7/2025 4:17:53 PM | medium term up | 20 days later | +0.39% | +0.39% |
| 8/5/2025 6:19:07 PM | short term up | 5 days later | +0.91% | +0.91% |
wti
He notes that the conflict has an impact on commodity markets and that prices are reflecting that, implying volatility.
| 5/12/2026 12:00:24 AM | short term sharp up | 5 days later | +7.56% | +11.34% |
| 5/11/2026 3:12:21 PM | short term up | 6 days later | +6.34% | +6.34% |
| 5/5/2026 9:11:37 AM | short term cautious up | 5 days later | +3.14% | +1.57% |
| 4/20/2026 6:16:40 PM | medium term cautious down | 20 days later | +6.45% | -3.22% |
| 4/9/2026 8:26:09 PM | medium term cautious down | 20 days later | +8.80% | -4.40% |
| 3/27/2026 4:46:35 PM | short term up | 7 days later | +9.26% | +9.26% |
| 3/16/2026 6:26:04 PM | short term cautious up | 6 days later | -8.40% | -4.20% |
| 3/4/2026 8:50:44 AM | short term up | 5 days later | +3.01% | +3.01% |
| 3/3/2026 2:24:23 PM | short term sharp up | 5 days later | +26.94% | +40.40% |
| 3/3/2026 11:01:30 AM | short term up | 5 days later | +26.94% | +26.94% |
yields
Gilts might suddenly make it a short-term story. There will be contagion if gilts really sell off again.
| 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% |
