<\/p>\n
J.P. Morgan Private Bank is bullish on four US stock sectors amid the ongoing capital expenditure trend.<\/p>\n
Abigail Yoder, an equity strategist at the financial giant, says in a new analysis<\/a> that the bank is positive on financials, industrials, information technology, and utilities and energy infrastructure.<\/p>\n Yoder notes financials are in a good place to absorb market volatility.<\/p>\n \u201cLarge, high-quality banks remain well positioned in the current rate environment, which we describe as \u2018higher-for-longer but stable.\u2019 Net interest margins continue to benefit from elevated rates and a steepening yield curve. Resilient credit fundamentals and strong capital positions support earnings durability and downside resilience.\u201d<\/em><\/p>\n In terms of industrials, Yoder says defense spending, infrastructure buildout, AI-related capex and reshoring initiatives are all driving structural demand.<\/p>\n \u201cMoney is moving into a range of capital-intensive industries, from power equipment and construction to various types of advanced manufacturing. Together, they illustrate the breadth and depth of the industrial cycle.\u201d<\/em><\/p>\n The strategist notes that information technology has been the core driver of S&P 500 earnings.<\/p>\n \u201cRecent valuation compression reflects macro volatility and not a deterioration in fundamentals. As we\u2019ve discussed, we see a bright outlook for tech earnings, underscoring the sector\u2019s role as a central pillar of growth and innovation in the U.S. economy.\u201d<\/em><\/p>\n Finally, Yoder says utilities and energy infrastructure are increasingly exposed to structural demand.<\/p>\n \u201cElectrification, AI-driven power consumption and grid modernization are shining a spotlight on the economy\u2019s need for long-term energy investment and the sector\u2019s strong earnings prospects.<\/em><\/p>\n Forecasters project that electricity demand will exceed current generation capacity over the coming years\u2026 A sustained supply-demand imbalance will support companies\u2019 pricing power. We think it will also underpin a multi-year investment cycle across electricity generation, transmission and grid infrastructure.\u201d<\/em><\/p>\n Follow us on X<\/a>, Facebook<\/a> and Telegram<\/a><\/span><\/em>  <\/p>\n Generated Image: Midjourney<\/em><\/span><\/p>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":" J.P. Morgan Private Bank is bullish on four US stock sectors amid the ongoing capital expenditure trend. Abigail Yoder, an equity strategist at the financial giant, says in a new analysis that the bank is positive on financials, industrials, information technology, and utilities and energy infrastructure. Yoder notes financials are in a good place to […]<\/p>\n","protected":false},"author":2,"featured_media":430836,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[173],"tags":[201,248,251,246,257,255,250,252,247,253,249,256,254],"class_list":["post-430833","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-others","tag-blockchain","tag-bsc","tag-chainlink","tag-coin","tag-cryptocurrency","tag-gta","tag-looks-rare","tag-oracle","tag-polygon","tag-quickswap","tag-safe-moon","tag-wallet","tag-wordpress"],"_links":{"self":[{"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/posts\/430833","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/comments?post=430833"}],"version-history":[{"count":1,"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/posts\/430833\/revisions"}],"predecessor-version":[{"id":430838,"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/posts\/430833\/revisions\/430838"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/media\/430836"}],"wp:attachment":[{"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/media?parent=430833"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/categories?post=430833"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/tags?post=430833"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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