JPMorgan returns to 'Overweight' on EMFX and says contours of end game in Middle East are emerging
JPMorgan's upgrade to 'Overweight' on emerging market foreign exchange (EMFX) indicates a bullish outlook for these assets, likely reflecting expectations of improved risk sentiment and potential stability in those regions.
Tracking data appears to show a number of Iran-linked ships passing through the Strait of Hormuz in the hours after the US blockade of the waterway began on Monday, via CBS
The Iranian government says preliminary assessment of damage caused by the February 28-April 7 US-Israeli aggression has reached USD 270bln
JPMorgan returns to 'Overweight' on EMFX and says contours of end game in Middle East are emerging
Lucid (LCID) and Uber (UBER) expand robotaxi partnership to at least 35,000 vehicles; Uber increases total investment in Lucid to USD 500mln with USD 200mln additional commitment
Lucid (LCID) names Silvio Napoli as its new CEO, while receiving USD 750mln of commitments from Saudi PIF and Uber (UBER)
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.
Their mention of emerging contours in the Middle East could suggest a resolution or shift in geopolitical tensions that may further support inflows into EM assets. This repositioning may influence broader investment strategies across various asset classes, particularly if it aligns with a more favorable economic outlook for emerging markets.
Related headlines
- Russian sanctions bill said to be on track to pass the Senate voteAug 07
- US Treasury Secretary Bessent says strong Q3 growth expectations further show that the economy is positioned to accelerate; Today’s jobs report understates the underlying strength of the real economyAug 07
- Newsquawk Weekly US Earnings Estimates - 10-14th August 2026: Earnings calendar thins significantly next week; CSCO and AMAT the highlightsAug 07
- Newsquawk Weekly US Earnings Estimates - 10-14th August 2026: Earnings calendar thins significantly next week; CSCO and AMAT the highlightsAug 07
- Newsquawk Week In Focus - 10-14th August 2026 - Highlights include: US CPI, US Retail Sales, RBA, BoJ SOO, and UK GDPAug 07
- Intel (INTC) appoints Dean Jarnac as Executive Vice President and Chief Sales Officer, effective September, reporting to CEO, Lip-BuTanAug 07
- Illinois Tool Works (ITW) announces a 7% dividend increase alongside a USD 6bln share buyback programme.Aug 07
- Newsquawk Daily US Earnings Estimates - 10th August: SPG, FERG, RKLB, HIMSAug 07
- Fed Cook's lawyer says there is no valid cause for removing Cook; will challenge the latest pretext and preserve Cook's position and role at the FedAug 07
- Houthis says have struck Saudi-backed forces, depots, and military equipment with central Yemen, MaribAug 07
- Baker Hughes rig count: Total unch at 588, oil +3 at 454, nat gas -3 at 124Aug 07
- US President Donald Trump is moving forward with his attempt to remove Lisa Cook from the Federal Reserve over unproven allegations of mortgage fraud, ABC reports, citing sourcesAug 07
- Iraqi Islamic Resistance says we postponed the response to Saudi Arabia, Fars reportsAug 07
- OpenAI slows release of Astra model citing cyber capabilities, reports AxiosAug 07
- US President Trump says hosting state dinner for China's President Xi when he comes; China has very little involvement with Iran4 days ago
- Newsquawk Daily Asia-Pac Opening News - 4th September 20265 days ago
- China's Vice-Premier Ding Xuexiang meets with Russia's President Putin in Vladivostok6 days ago
- Iran's President says Iran is to increase gasoline prices; Iran is ready for cooperation and understanding with regional countries, including Saudi Arabia and the UAE.Aug 28
- Panama Canal Authority says some vessels have paid more than USD 1mln at auction to secure transit slots, reflecting specific market needs and the value of avoiding delays, with auction prices increasing as global trade supply and demand patterns shift Aug 25
- UK PM Burnham says regarding Ukraine that we're not a fair weather friend and we're here for the long haul, while he ruled out a general election this year, but won't rule out tax increases in the Budget, according to an interview with ITVAug 24
The whole workspace, free to try.
Try it free