JPMorgan analyst says he now tempers public comments on US tariffs
1. JPMorgan strategist restricts tariff comments to prevent colleague impact. 2. Concerns over trade policies may affect market perceptions of JPM.
FAQ
Why Neutral?
The strategist's comments reflect internal caution, indicating a stable outlook. Historical cautions around tariffs have led to fluctuations but not sustained impacts.
How important is it?
While the comments are cautious, they reflect broader tariff concerns that could unsettle markets. The consideration of trade policies can have long-term implications for JPM.
Why No Impact?
The restraint in comments suggests internal stability, with no immediate market shifts expected.