关于「JP Morgan Chase」的内容列表
JPMorgan cut its forecast for the number of Fed rate cuts this year from three to two.
The so-called "depreciation trade" pouring into gold and bitcoin will "persist" as investors brace for continued geopolitical uncertainty, JPMorgan said in a research note. The bank said that gold and bitcoin "appear to have become structurally more important assets in investors' portfolios as investors increasingly look for tools to hedge against geopolitical risk and inflation."
JP Morgan Chase released the latest research report, based on the performance of the third quarter and the rise in bitcoin prices and computing power, and upgraded the ratings of several bitcoin mining companies. Among them, Cipher Mining and CleanSpark were upgraded from "neutral" to "overweight", with target prices of $8 and $17 respectively; MARA Holdings was upgraded from "underweight" to "neutral", with target prices raised from $12 to $23. Affected by this, Cipher rose more than 4% before ...
Bitcoin, the US dollar and equities are the most vulnerable asset classes from an investor positioning perspective, JPMorgan analysts said in a report. Positions in bitcoin, the US dollar and equities look to be increasing as investors bet that these assets will rise. Elsewhere, bond and credit positions are near neutral, while commodity positions excluding gold are decreasing. "So from a positioning perspective, the most vulnerable asset classes going into 2025 are equities, the US dollar and b...
According to a research report released by JPMorgan Chase on Monday, as the price of bitcoin topped $99,500 last month, the share prices of some listed bitcoin mining companies also rose significantly. The report noted that the market capitalization of the 14 bitcoin miners tracked by JPMorgan increased by 52% month-on-month to $36.20 billion. Among the best performing companies in November, Singapore's Bitdeer shares rose 83% to $14.27 during the period. Overall, last month, shares of listed bi...
JPMorgan Chase expects silver prices to rise to $38 an ounce by the end of 2025.
According to industry sources quoted by TheInformation, investment bankers from leading Wall Street institutions such as JPMorgan Chase, Goldman Sachs, and Morgan Stanley have been meeting with cryptocurrency company executives in the hope of gaining the opportunity for cryptocurrency companies to conduct initial public offerings (IPOs) after the election. This enthusiasm reflects optimism that the market and regulatory conditions will improve after Donald Trump wins the US Presidential Election...
In a research note on Wednesday, JPMorgan noted that increasingly stringent stablecoin regulation could pose a significant challenge to Tether's market dominance. Under Europe's Crypto Asset Markets Act (MiCA), 60% of stablecoin reserves must be held in European banks, which could force Tether to adjust its reserve management strategy. Tether has previously come under regulatory scrutiny for its lack of transparency about the composition of its reserves, and the new regulations will further incr...
JPMorgan analysts have raised questions about the sustainability of the $12 billion inflows into crypto assets so far this year. They noted that while most of the money has been transferred through spot bitcoin exchange-traded funds (ETFs), they are skeptical about the sustainability of the inflows given the current high price of bitcoin relative to production costs and gold. Although annualized net inflows could reach $26 billion based on this trend, analysts remain skeptical, which is in line ...
The total market capitalization of the 14 U.S.-listed Bitcoin (BTC) miners after JPMorgan hit a record high of $22.80 billion on June 15, JPMorgan Chase said in a research note Monday. The bank noted that nearly all companies outperformed Bitcoin in the first two weeks of June, with Core Scientific (CORZ) the best performer, up 117 percent, and Argo Blockchain (ARBK) the worst performer, down 7 percent. Bitcoin fell 3 percent in the same period. According to reports, due to investors' interest i...
On June 14, JPMorgan Chase said that the demand for spot bitcoin ETFs has been overstated by a factor of 2. They believe that not all inflows represent new money entering the crypto space, and said: "We believe that digital wallets on exchanges may have shifted significantly to new spot bitcoin ETFs, which have become the first choice for BTC investment."
1. JPMorgan Chase: Net inflows of funds into the crypto market have reached $12 billion so far this year. 2. The chairperson of the US SEC has refuted the lack of clarity in crypto regulation, saying that breaking the law is different from not liking the law. 3. The US SEC maintains an uncertain stance on the ETH attribute, while the CFTC confirms that the ETH attribute is a "commodity". 4. The chairperson of the US SEC comments on whether the CFTC is suitable to regulate cryptocurrencies: The C...
JPMorgan Chase (JPM) said in a research note on Wednesday that year-to-date, net inflows into digital assets have reached $12 billion, and if funds continue at the same pace, that number could grow to $26 billion by the end of the year. Spot Bitcoin ETFs attracted a net inflow of $16 billion, the report said. This figure, combined with CME futures flows and funds raised by crypto venture capital funds, would add to total inflows to the digital asset market this year...
Economists at JPMorgan Chase said Wednesday's consumer inflation report and Federal Reserve meeting raised the risk that the first rate cut would come in September, though their baseline forecast remains for a November cut. "Overall, while the midpoint of this year's dot plot is a bit of a surprise, our view of the Fed this afternoon is not much different," Michael Feroli, chief U.S. economist at JPMorgan, wrote in a note. "We continue to see the first rate cut in November, and after this mornin...
JPMorgan economists have pushed back their forecast for the Federal Reserve's first rate cut from July to November because of stronger-than-expected US jobs data in May. Previously, JPMorgan was one of the few institutions still forecasting a rate cut by the Federal Reserve in July. Michael Feroli, the bank's chief US economist, now expects the Fed to cut interest rates for the first time in November and will cut interest rates for consecutive quarters next year. After the May non-farm payroll d...
