Dimon flags market exuberance, citing geopolitical risks (Middle East, Ukraine/Russia) and potential inflation from AI spending and government stimulus. He sees Middle East conflict as a growing problem impacting global inflation (gas, rent, food). While AI is a plus, excessive spending and stimulus could be inflationary, pressuring yields higher. He suggests markets may not be fully pricing these risks, implying a potential for repricing.
implicit
explicit
RUT
explicit
Metals
USD
JPMorgan
9.0
Investment Bank $3170.00B
Jamie Dimon 9.5
Investment Bank $3170.00B
Jamie Dimon 9.5
5/13/2026 12:36:48 AM
ndx
A little too much exuberance out there... I think the market is kind of exuberant and it may not be completely justified.
| 5/13/2026 12:34:18 AM | short term cautious down | 5 days later | -2.57% | +1.29% |
| 5/12/2026 6:08:55 PM | short term cautious down | 5 days later | -1.27% | +0.63% |
| 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
The Middle East problems, the war in the Middle East right now is a big problem and continues to get worse with each passing day.
| 5/13/2026 12:34:18 AM | short term up | 5 days later | +6.52% | +6.52% |
| 5/12/2026 8:21:02 PM | short term cautious up | 5 days later | +7.56% | +3.78% |
| 5/12/2026 5:23:45 PM | short term cautious up | 5 days later | +7.56% | +3.78% |
| 5/12/2026 2:41:08 PM | short term up | 5 days later | +7.56% | +7.56% |
| 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 cautious up | 6 days later | +6.34% | +3.17% |
| 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% |
