Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
Jamie Dimon's warning that margin debt is the highest it has ever been lands just as Treasury yields climb and stocks trade near record levels.
JPMorgan CEO Jamie Dimon warned that margin debt — money investors borrow to buy stocks — is at its highest level ever, a caution flag as Treasury yields rise and the S&P 500 trades near an all-time high.
The fintech posted profitability and revenue growth while guiding down transaction volumes, then disclosed CFO and CMO transitions for early 2027 — a governance reshuffle that lands against wider banking-sector leadership and tax turbulence.
Klarna reported a second-quarter profit with revenue growth but cut its volume guidance, an earnings-quality mix that rewards margin discipline over expansion. Simultaneous CFO and CMO succession plans, Barclays' appointment of investment bank co-CEOs, and JPMorgan's warning to the UK chancellor over bank taxes point to a financial sector in structural transition.
JPMorgan's debanking of Polymarket, Kalshi's clash with Nevada over geofencing penalties, a 200,000-customer breach at Israel's Bits of Gold and Trump Media's retreat from bitcoin mark an inflection in digital-asset risk pricing.
A cluster of disclosures has exposed the operational and regulatory fragility of the digital-asset and prediction-market complex. JPMorgan cut banking ties with Polymarket over regulatory concerns, Kalshi is contesting a Nevada geofencing fine, Israel's largest crypto broker suffered a breach exposing personal and bank data on 200,000 customers, and Trump Media is pivoting away from bitcoin after nearly $200 million in losses.
The JPMorgan chief executive personally called UK ministers to warn that higher levies on financial services would undermine London's competitiveness, in the most senior intervention yet in an escalating industry campaign.
Jamie Dimon has directly warned the UK government against raising bank taxes in the October Budget, part of a coordinated financial services lobbying effort. The intervention crystallises a policy risk hanging over UK-listed lenders and the broader City investment case.
JPMorgan raised its year-end price target for the S&P 500 to 8,000 from 7,800, joining a broader move by strategists to mark up equity forecasts.