Latest news with #AbbyYoder
Bloomberg
08-07-2025
- Business
- Bloomberg
S&P 500 IS ROUGHLY FLAT
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Abby Yoder J.P. Morgan Private Bank, Matthew Luzzetti Deutsche Bank, Scott Dresser Amazon Robotics, Ed Ludlow, Bloomberg Tech, Jay Woods Freedom Capital Markets, Sara Hsu University of Tennessee at Knoxville, Matt Maley Miller Tabak, Ralph Schlosstein Evercore and Jason Warner Poolside. (Source: Bloomberg)
Yahoo
09-06-2025
- Business
- Yahoo
Sector-Specific Tariffs a Bull Case for Markets: JPM's Yoder
Abby Yoder, US equity strategist at JPMorgan Global Wealth Management, says the market tail risk from tariffs after "Liberation Day" is "kind of off the table." Sign in to access your portfolio
Bloomberg
09-06-2025
- Business
- Bloomberg
Sector-Specific Tariffs a Bull Case for Markets: JPM's Yoder
00:00 JPMorgan Global Wealth Management's Abby Yoder writing in this. The longer tariff implementation gets pushed out, the more likely we'll have to raise S & P 25 EPS growth. The longer implementation gets pushed out, the greater likelihood corporate America can mitigate the tariffs impact. And he joins us now for more. Have a good morning. Good morning. How much of that have we already price? Given we've had a 20% move off the April low? Well, so I think there are a couple of things. And I was when you were when you were talking to Annmarie, I was thinking about this like because you were saying, oh, is this move to de-escalation? Right. There isn't there isn't this thought process that they're going to go into these conversations and we're going to come out with like a higher effective tariff rate. Right. So I think that's important, right? Like the tail risk that that was there when we had, you know, Liberation Day and it was north of 25% implementation or effective tariff rate. That's kind of off the table. Right. And this is becoming, as you mentioned, like in your conversation with them, really a much more sector specific conversation. Right. And as the market starts to realize that, I think that becomes where you see more of a bull case. And I also think, look, there was a lot of de-risking heading into Liberation Day. I don't think, you know, positioning is back where like near all time highs. I think there's still a lot of length that can be out of there.
CNBC
04-06-2025
- Business
- CNBC
Equities can hit new highs despite market uncertainties, says JPMorgan's Abby Yoder
Abby Yoder, JPMorgan Private Bank chief U.S. strategist, joins 'Power Lunch' to discuss if stocks can hit new highs as economic uncertainties remain.
Yahoo
31-01-2025
- Business
- Yahoo
Here's why volatility is 'healthy' for equity markets
JPMorgan Private Bank US Equity Strategist Abby Yoder joins Morning Brief to discuss market reactions (^DJI, ^IXIC, ^GSPC) coming off of Monday's sell-off fueled by the release of DeepSeek's new cost-effective AI chatbot. Yoder reflects that while the S&P 500 (^GSPC) experienced minimal volatility in 2024, current market pressures from DeepSeek's emergence were unexpected. "We couldn't have guessed the reason why," she says, adding, "We didn't expect it to be this." Nevertheless, she views the volatility as "healthy" for markets, noting it helps reset valuations and promotes broader market participation. Despite current turbulence, Yoder maintains her bullish outlook, keeping her S&P 500 year-end price target at 6,400. Regarding the AI sector impacts, Yoder points out that the sell-off has primarily affected Big Tech, while the other 493 companies in the S&P 500 continue to show strength. "What's happened essentially is we have AI that's just as effective at a lower cost, so if I'm a company in any other industry and I'm thinking, 'Okay, there was this barrier in terms of cost previously, and now that's been lowered, and now I can implement not only more use cases but at a lower cost,' I think that's the read through," she explains. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Angel Smith Sign in to access your portfolio
