NYSEARCA:JEPI

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$55.41
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At Close: Jun 03, 2026

Favoring Euro Stocks In Global Restart

08:10am, Tuesday, 21'st Jul 2020
We consider European stocks the most attractive regional exposure to a multispeed global restart, especially versus emerging markets outside of north Asia.

Europe And Tech Lift Risk Appetites

07:56am, Tuesday, 21'st Jul 2020
Australia and Hong Kong's 2.3-2.5% rally led Asia-Pacific markets. The Dow Jones Stoxx 600 is higher for a third session.
There are signs of recovery in various parts of the global economy, starting in May, after the depressive dip imposed by COVID-19.
Current jobless claims may be significantly underreported, and we may see a spike in job losses over the next month.

Tracking The Economic Recovery In Real Time

02:31pm, Monday, 20'th Jul 2020
The daily data we are tracking from airlines, restaurants and credit card spending indicates the economic recovery may be stalling.
This piece is a sequel to our May 11 Seeking Alpha article (Piling On Gold And Equities For A Possible Peak In Late May-Early June: Sell In June, Buy In July).
Equity factor performance has been riding a risk-on/risk-off roller coaster in recent months. Though risk appetite has revived since the March meltdown, an undercurrent of defensiveness persists.

What's Next... New Highs Or Another Crash?

07:12am, Sunday, 19'th Jul 2020
Entry into the seasonably weakest quarter in the stock market and how July tends to be the best of this three-month period.
August and September's seasonal tendencies will also be impacted by the ongoing bull market in virus cases.

Weekly Commentary: Drone Money

05:27am, Sunday, 19'th Jul 2020
Aren't the markets already conspicuously over-liquefied? It was Dr. Ben Bernanke that, in the wake of the tech bubble collapse, elevated Friedman's academic thought experiment to a revolutionary polic
The media has a long history of declaring sectors, markets, or strategies dead based on past performance.
One of the best pieces of advice to companies as the economy enters recession is to trim inventories - but not this recession.

Stocks Are About To Get A Lot More Expensive

05:31am, Friday, 17'th Jul 2020
U.S. stocks are already expensive.
The Hang Seng fell 2%, and most other markets in the region were off less than 1%. Europe's Dow Jones Stoxx 600 was off around 0.75%.
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