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05:53
JPMorgan: The key catalyst in the second half of 2026 will be policy, not the balance sheet
JPMorgan: The key catalyst in the second half of 2026 will be policy, not the balance sheet
05:53
JPMorgan: Remains bullish on copper prices, expects copper prices to continue rising in the coming quarters and move toward $15,000 per ton.
JPMorgan: Remains optimistic about copper prices, expects prices to continue rising in the coming quarters, moving toward $15,000 per ton
05:47
SEB: The Strait of Hormuz reopens, but the situation remains fragile; geopolitical risks persist as ongoing investment concerns
(1) SEB data scientist and junior strategist Dana Malas pointed out in a report that, against the backdrop of the fragile normalization of the situation in the Strait of Hormuz, geopolitics remains an ongoing risk factor that investors need to consider. (2) The mediating parties stated that Iran and the United States have agreed to establish a mechanism to ensure the cessation of military actions in Lebanon. (3) In a statement earlier on Monday, Qatar and Pakistan (two mediators for the Iran peace talks) confirmed that a communication channel has been established between the US and Iran to avoid unexpected incidents and to ensure the safe passage of merchant vessels through the Strait of Hormuz.
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