global equities

JPMorgan

2026-09-15 08:33:32

JPMorgan says Brent above $100 has hit sentiment, but the equity pullback still looks buyable

JPMorgan argued in a Sept. 14, 2026 equity strategy report that the recent sell-off in global stocks, triggered after Brent crude moved above $100 and reached $107.6 on Sept. 10, should be viewed as a buying opportunity rather than a reversal in trend. The bank said oil prices are likely to steer risk appetite in the near term, yet warned against projecting the latest bout of volatility too far into the future. Strategist Mislav Matejka said the market has repeatedly gone through an “escalation to de-escalation” pattern over the past two years, and investors who turn bearish purely on the oil shock risk being caught out if tensions ease. The report also pointed to improving earnings revisions, firmer manufacturing data in the euro area and the U.S., and bond yields that remain below the level where stock-bond correlations could flip. JPMorgan kept an overweight on equities, a neutral stance on bonds, and an underweight on cash. Regionally, it favored emerging markets and the euro area, while sector preferences remained tilted toward materials, industrials and consumer discretionary. The bank said the main risks still come from a further spike in oil and any fresh geopolitical escalation.

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JPMorgan

2026-09-15 08:09:08

JPMorgan says oil-driven equity pullback is a buying opportunity, keeps overweight on stocks

JPMorgan said in a Sept. 14, 2026 equity strategy report that the latest global stock-market pullback, triggered by Brent crude breaking above $100 and higher bond yields, should be treated as an opportunity to add equity exposure rather than a signal to join the sell-off. The bank argued that the trend in equities has not reversed, even as risk appetite remains sensitive to near-term moves in oil. It also said third-quarter earnings, starting in October, could help calm markets. The report, written by analyst Mislav Matejka, said Brent reached $107.6 on Sept. 10 and that the recent setup fits the bank’s repeated "escalation to de-escalation" pattern seen over the past two years. JPMorgan maintained overweight on equities, neutral on bonds and underweight on cash. Regionally, it favors emerging markets and the euro area, while keeping the U.S., Japan and the U.K. at neutral. By sector, it prefers materials, industrials and consumer discretionary, while staying underweight energy, consumer staples, healthcare and financials. The bank added that a further spike in oil prices and geopolitical escalation remain the main risks.

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Gate

2026-09-10 01:00:07

Gate data shows USD/JPY at 153.711 as Euro Stoxx 50 falls 1.36%

Gate’s latest market data showed mixed moves across foreign exchange, precious metals, equity indexes, and energy markets. In FX, USD/CNH slipped 0.01% on the day to 6.70565, while USD/JPY rose 0.12% to 153.711. In precious metals, gold fell to $4,401.16 per ounce, down 0.15% intraday, and silver was quoted at $67.299 per ounce, up 0.8% on the day. Among global equity indexes, the Euro Stoxx 50 dropped 1.36% to 6,298.3, the UK100 fell 0.13% to 10,640.4, and Germany’s DAX40 edged up 0.04% to 25,543.6. In commodities, WTI crude declined 0.4% to $96.74 per barrel, while Brent crude fell 0.71% to $102.25 per barrel. According to the Odaily newsflash citing Gate data, Gate also said users can directly trade traditional financial market products on its platform, covering precious metals, foreign exchange, global stock CFDs, major indexes, and commodities. The company said its TradFi features have been integrated into both the Gate app and web platform.

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Goldman Sachs

2026-09-03 06:32:09

Goldman Sachs Warns: Global Stock Market Returns May Decline in Coming Year

Goldman Sachs chief global equity strategist Peter Oppenheimer cautioned that stock market gains over the next 12 months will be more modest. He noted that the S&P 500 and other global equities have delivered extraordinary returns over the past year, but investors should brace for lower returns going forward.

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Gold

2026-09-01 13:31:03

Gold and Silver Slide, WTI Crude Jumps Over 2% as Gate Integrates Traditional Finance

On September 1, precious metals fell with gold down 2.26% to $4,347.14/oz and silver losing 2.14%. The U.S. dollar edged higher against the offshore yuan and the yen. Global equity indices were mixed: Euro Stoxx 50 and DAX 40 declined while FTSE 100 inched up. In commodities, WTI crude rose 2.16% and Brent crude gained 1.77%. Gate has fully integrated trading of traditional financial products including precious metals, forex, stock CFDs, indices, and commodities, allowing users to seamlessly switch between crypto and TradFi.

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gold

2026-08-28 01:01:00

Gold slips to $4,588.81 an ounce as European equities weaken

Gate’s latest market data showed gold at $4,588.81 per ounce, down 0.31% on the day, while silver rose 0.15% to $69.021 per ounce. In foreign exchange, USD/CNH added 0.01% to 6.71954 and USD/JPY edged down 0.02% to 159.363. Among major equity benchmarks, the Euro Stoxx 50 fell 0.97% to 6,434.83, while the UK100 and Germany’s DAX40 each gained 0.19%, reaching 10,811.4 and 26,423.6, respectively. In commodities, WTI crude declined 0.4% to $83.88 a barrel and Brent crude fell 0.2% to $90.13 a barrel. Gate also said users can trade traditional financial market products on its platform, including precious metals, forex, global stock CFDs, key indexes and commodities. The exchange said its TradFi features are integrated into both the Gate app and web platform, allowing users to access global asset pricing markets without switching platforms.

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JPMorgan

2026-08-10 06:54:51

JPMorgan Stays Bullish on Global Stocks, Sees Cyclicals Leading H2 Rally

JPMorgan strategists, led by Mislav Matejka, remain optimistic on global equities and expect the market advance to broaden in the second half of the year. In a research note, the team said cyclical stocks are positioned to take back the lead as corporate earnings and economic activity indicators improve. The strategists predict that major indices will reach new highs in the second half, while stressing that current positioning is far from extreme. They also described the second-quarter earnings season as reassuring. In the cyclical space, the team is paying particular attention to banks, luxury goods, building materials, mining, industrials and cyclical consumer sectors. At the regional level, the report favors emerging markets and the euro area. The overall stance implies a preference for economically sensitive exposures rather than defensive low-volatility stocks. The key messages center on broad-based gains, cyclical leadership, fresh index highs, and the absence of excessive positioning. BlockBeats relayed the call on August 10.

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ChainCatcher

2026-08-03 00:42:49

Global equities mostly closed higher on July 31, with the UK market ending lower

According to market data cited by ChainCatcher from Gate, major equity indexes across Asia, Europe, and the United States mostly finished higher on Friday, July 31. In Asia, the Shanghai Composite, Shenzhen Component, CSI 300, ChiNext Index, STAR 50, Hang Seng Index, and Hang Seng Tech Index all posted gains. European markets were largely positive as well, with Germany’s DAX30, France’s CAC40, Euro Stoxx 50, Spain’s IBEX35, and Italy’s FTSE MIB closing up, while the UK’s FTSE 100 was the lone major decliner. In the US, all three major indexes ended the session higher, led by the Nasdaq Composite’s 1% gain. The figures were provided by Gate market data and relayed by ChainCatcher.

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