Showing posts with label long-term-bonds. Show all posts
Showing posts with label long-term-bonds. Show all posts

Tuesday, July 21, 2026

Jamie Dimon's dual stock and bond market warning: Investors already acted on one of the two calls

JPMorgan CEO Jamie Dimon warned this week long-term treasuries are not a good buy, even if stocks fall. Many investors already acted on that message this year.

  • JPMorgan CEO Jamie Dimon advised against investing in long-term treasuries, even if stocks decline, a sentiment many investors have already acted upon.
  • Investors have been significantly increasing their allocations to short-term treasury funds, such as the iShares 0-3 Month Treasury Bond ETF (SGOV), while also continuing to invest in equity ETFs.
  • The article highlights the inverse relationship between treasury yields and prices, influenced by inflation outlook, potential rate hikes, and public spending concerns, echoing historical advice from investors like Warren Buffett.

Topics: Asset types, Market cycles macro sensitivity, Public debt, Financial instruments, Interest rate sensitivity, Tokenized us treasuries

Tags: #jamiedimon #jpmorgan #treasuries #shorttermbonds #longtermbonds #investorbehavior #etfflows #interestrates #inflation #warrenbuffett

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