Market Impact - JPMorgan suggests that China's policies to curb excess capacity could positively impact equities and global trade if implemented effectively [1]

Welcome to Bloomberg ETF IQ. I'm Katie Greifeld. Scarlet Fu is off this week.So let's get to the biggest stories right now in the more than $16 trillion global ETF industry. And we start with stocks under pressure with investors on edge about the potential for more tariffs from the trump administration. And in just moments, we'll speak with global CEO Ryan O'Connor on the firm's newly launched credit ETF.And then sticking with corporate bonds, Vanguard planning its first ever junk bond ETF. The firm really ...

🔥 LATEST: JPMorgan says DeFi and TradFi are converging fast, citing pilots with Chainlink and Base. https://t.co/sXIAmt0BNn ...

source:https://t.co/yn8PQNyFgVRYAN SΞAN ADAMS - rsa.eth 🦄 (@RyanSAdams):The ETH thesis for @fundstrat is simple.He's frontrunning ETH accumulation by the banks."Ethereum is also the architecture that future banks will have. When goldman issues a stablecoin and JPMorgan doing it on Ethereum as Layer 1 blockchain they're going to want to secure it https://t.co/MyyJz94rXw ...

JPMorgan and UBS are among a group of Wall Street banks sounding out investors ahead of a mid-July launch for a $4.25 billion debt package backing Sycamore Partners’ buyout of UK pharmacy Boots https://t.co/BumakDvDoI ...

JPMorgan's risky, five-day dash to help Warner Bros. split in two https://t.co/uMxP8CBy04 ...

Industry Innovation - JPMorgan is developing a new service to tokenize carbon credits [1] - The service is undergoing an initial trial in partnership with three carbon companies [1]

JPMorgan and Morgan Stanley are advising clients to buy Turkish bonds and the lira, after the postponement of a court ruling on a key opposition figure offered a reprieve from political risks https://t.co/9YNrDrfEXF ...

.@jpmorgan says operators with HPC exposure outperformed pure-play $BTC miners in June due to speculation about a deal between Core Scientific and CoreWeave. @willcanny99 reportshttps://t.co/q5PQeqUUML ...

Economic Outlook - Despite the trade truce, economic numbers appear soft, necessitating a broader perspective [1] - Macro policy improvements in September of last year, along with front-loaded activity in Q1, led to solid data in Q4 of last year and Q1 of this year [2] - The underlying economic momentum is moderating due to trade tariff issues with the US and increasing external uncertainty [2][3] - The baseline expectation is for sequential growth of the Chinese economy to slow from approximately 66% quarter-on-quarter in Q1 to around 35% in Q2, and further to 3% in Q3 [3] - PMI numbers align with expectations of moderating economic momentum [4] Sector Performance - Diverging trends exist across different sectors, with China's exports to the US down 40% in April and May [5] - Sectors receiving policy support, such as training subsidies and equipment upgrades, are performing well [6] - The housing sector continues to be a drag on the economy and has not yet bottomed out [6] - Consumer sentiment outside of policy support areas remains at a historical low [7] Policy Implications - Domestic and consumption support are crucial for policy focus this year [7] - Subsidies for consumer durables and autos have shown some impact, but their effect will fade by year-end [7] - Further policy support, particularly for services consumption, is needed [8]