JPMorgan

Finance

Private Credit Crunch: JPMorgan Limits Exposure, Morgan Stanley Fund Caps Redemptions

Photo via Billy Tompkins/ZUMAPRESS/Newscom

Shares of major private-credit lenders are down significantly this year: Apollo has lost 26%, KKR 31%, Blackstone 30%, and Ares 35%.

2 min read

Photo via Walter G. Arce Sr./ZUMAPRESS/Newscom

International Economics

Tariff Costs Triple for Midsized US Businesses: JPMorgan

For mid-sized firms largely lack the ability to dictate trade terms or shuffle their supply chains, making tarriffs a major pain.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Konbturut Woradee via iStock

Banking

Luxury Card Cage Match Heats Up With Rising Perks, Prices

Credit card issuers are enticing big spenders with luxurious perks and prestige brands, funded in part by fees that are higher than ever.

5 min read
Photo by Zlaťáky.cz via Unsplash

Advisor Upside

Advisors Look for Midas Touch as Gold Prices Soar

Wealth managers will need to be ready for client questions about gold, particularly from those worried about geopolitical risk.

2 min read

Markets

Limbo for Longer: Don’t Expect More Fed Rate Cuts Before Mid-2026

Photo illustration by Connor Lin / The Daily Upside, Photo by Gearstd via iStock

2026 presents a catch-22 for the Fed. It normally cuts rates to buoy hiring, which tightened last year, but that could drive up inflation.

5 min read

Advisor Upside

Wall Street Reports a Mixed Earnings Bag in Q4

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The country’s biggest banks released quarterly reports this week, while their stock prices slumped.

2 min read

Indicators

Will ‘Choppy’ Hiring, Low Firing Prompt More Job Hugging?

Photo via Paul Weaver/ZUMAPRESS/Newscom

Come January 28, the Federal Reserve has to decide what the state of the labor market means for monetary policy.

1 min read

Photo via Tschaen Eric/Pool/ABACA/Newscom

M&A

Goldman Sachs, JPMorgan Lead Wall Street’s M&A League Tables

JPMorgan and Goldman Sachs proved they’re still the go-to middlemen for Wall Street deals amid a near-record $4.8 trillion global M&A bonanza

1 min read
Photo via Dario Pignatelli/Polaris/Newscom

ETF

Bubble Worries Fail to Break Wall Street’s Gold Dust Fever

Forecasters predict gold’s rally will stretch through December 2026, although one analysis says there’s reason for caution.

2 min read
Photo by Wirestock via iStock

Advisor Upside

Are Model Portfolios Key to Alt Adoption?

Many advisors are unfamiliar with alternatives, like private assets, but model portfolios could be the perfect entryway.

1 min read

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