JPM Treasury Client Survey (w/e Jan 20th): Longs rose 2ppt to most since December 15th

The JPM Treasury Client Survey indicates an increase in long positions among all clients, rising to the highest level since mid-December.

Newsquawk StaffPublished On the live feed at 4 more headlines followed before this page went public
Newsquawk headlinesUTC

Russian Defence Ministry says Russian strategic bombers carried out patrol over sea of Japan, Interfax

Charles Schwab Corp (SCHW) Q4 2025 (USD): Adj. 1.39 (exp. 1.38), Revenue 6.34bln (exp. 6.34bln), Net income 2.5bln, NIM 2.9%

JPM Treasury Client Survey (w/e Jan 20th): Longs rose 2ppt to most since December 15th

US BROKER MOVES: OKLO upgraded at BofA; FDX downgraded at Rothschild & Co Redburn

JPMorgan (JPM) CEO Dimon on credit card cap says it will be an economic disaster and it will remove credit from 80% of Americans, but JPM "would survive it"; US economy is "in pretty good shape"

Open the platform and use it. The whole workspace is free to try, with no signup and no card. When you want the headlines arriving live instead of on a delay, Newsquawk Pro is £24.99 for 7 days.

Free. No signup, no card.

All Clients (Jan 20th vs. Jan 12nd)

  • Long: 24 (vs. 22).
  • Neutral: 57 (vs. 59).
  • Short: 19 (vs. 19).
  • Net longs: 5 (vs. 3).

Active Clients

  • Long: 44 (vs. 44).
  • Neutral: 45 (vs. 45).
  • Short: 11 (vs. 11).
  • Net longs: 33 (vs. 33).
Context

This uptick in net longs suggests a growing optimism in the fixed income space, which could signal a shift in sentiment that may influence yields and interest rate expectations going forward. Strength in longs may also reflect broader market positioning ahead of potential policy changes.

Related headlines

The whole workspace, free to try.

Try it free