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JPMorgan Chase believes that conditions are emerging for cyclical stocks to regain their outperformance relative to defensive stocks: 1. Hedge funds are currently buying energy stocks, and excluding the technology, media, telecommunications, and fin

2026-09-09

JPMorgan Chase believes that conditions are emerging for cyclical stocks to regain their outperformance relative to defensive stocks: 1. Hedge funds are currently buying energy stocks, and excluding the technology, media, telecommunications, and financial sectors, the relative net position between cyclical and defensive stocks remains relatively neutral, indicating that cyclical stocks are not significantly "crowded." 2. Retail investor sentiment towards cyclical stocks relative to defensive stocks is also at a low level. If economic growth remains strong, cyclical stocks have the potential to outperform defensive stocks again. 3. This judgment is based on the clear premise that bond yields cannot rise too quickly; otherwise, the market may enter a significant risk-averse state, thereby suppressing the performance of cyclical stocks. (The above views are from JPMorgan Chase's report dated September 9th.)

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2026-09-09

Spot palladium up 2.00% intraday at $1,375.23/oz.

Spot palladium up 2.00% intraday at $1,375.23/oz.
2026-09-09

At least one‑third of Federal Reserve officials said they would consider reducing the number of scheduled meetings used to set policy rates, creating an early opening for a structural change proposed by the incoming chair. The FOMC has not discussed

At least one‑third of Federal Reserve officials said they would consider reducing the number of scheduled meetings used to set policy rates, creating an early opening for a structural change proposed by the incoming chair. The FOMC has not discussed any details and adoption remains uncertain. Several regional Fed presidents, including the chiefs of Cleveland, Kansas City and Philadelphia, were among six who recently signaled willingness to cut regular rate‑setting meetings. Officials who are open to the idea want more analysis of the trade‑offs and to consider bundling the change with communications adjustments. Fewer meetings would represent a material operational shift and distinguish the Fed from major overseas peers, which hold eight policy meetings a year (ECB, BoE, BoJ). It is unclear whether the proposal will be discussed at the Sept. 15‑16 meeting, where elevated inflation and the prospect of the first rate increase in three years may dominate.
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