8legs: Jpmorgan

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#1 out of 39.6K est. views

JPMorgan notes a decoupling of capex and hiring in 2025 across developed markets.
AI hyperscalers drive a surge in corporate capex, yet payroll growth slows.
JPMorgan reports 2025 payroll growth at 0.6% annually, a warning sign for recessions.
The 2026 outlook highlights a “decoupling” that challenges traditional growth links.
Analysts see the unusual pattern as a potential recession indicator, prompting caution.
Despite capex growth, the labor market shows signs of slower demand in 3Q25.
JPMorgan emphasizes that tech capex outpaces labor growth in many sectors.
The report notes labor market weakness may force a policy tilt toward easing.
JPMorgan expects resilience but warns of recession risk alongside heavy AI investment.
The outlook argues that capex trends could mislead investors about labor dynamics.

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#2 out of 3

JEPI delivers, despite a lag in 2025 performance, signaling resilience amid headwinds.
The article attributes the lag to broader market conditions rather than fund flaws.
Portfolio adjustments and steady income generation are cited as drivers of upside potential.
Managers point to longer-term potential as conditions may improve for the fund.
The piece contrasts near-term softness with the fund’s strategy focused on high income.
Observations from market observers align with the view that JEPI remains positioned for eventual gains.
The analysis emphasizes the fund’s risk-adjusted income strategy amid volatility.
The article notes that performance lag is not uncommon in a shifting market environment.
JEPI’s approach seeks to balance income with selective exposure to volatility-managed assets.
The piece frames the current period as a setup for future outperformance if conditions improve.

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#3 out of 3

Lufthansa and Air France-KLM may benefit from stronger long-haul demand as European transport challenges persist through 2026.
Germany will cut long-haul airline taxes to support the travel sector.

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