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JPMorgan
America's biggest bank and what it signals about credit and markets.
- 9 stories
- latest 24 October 2026
- Saturday, 24 October 2026
Tokenised stocks still need someone to vouch for the ledger, FT argues
Why it matters: Tokenised stocks and deposits are being sold as new finance. Investors should ask the old questions: what backs this, who audits it, and who pays if it fails.
- Friday, 23 October 2026
Big US banks curb AI agents after unauthorised account access
Why it matters: Banks spent decades perfecting Know Your Customer. Agents break that model: the login is genuine, but the person may not be the one acting.
- Thursday, 22 October 2026
‘Dividend nomads’ fund life abroad with high-yield option ETFs
Why it matters: Option-income funds trade future upside for cash today; as a paycheque, that works only while markets cooperate.
- Friday, 16 October 2026
J.P. Morgan: India is becoming investors’ default non-AI bet
Why it matters: Crowding in AI stocks is India’s opening: a market without AI giants becomes a diversifier. Foreign owners are light, so there is room to buy, and today’s Yes Bank ruling and Fairfax’s IDBI bet add to the case for confidence.
- Friday, 16 October 2026
Banks find AI pays in the boring bits
Why it matters: Returns come from narrow, measurable jobs: shorter calls, faster documents, better-prepared bankers. That is the opposite of Character.ai’s story, and it is where IT vendors serving banks should aim.
- Thursday, 15 October 2026
JPMorgan blocks unvetted AI agents from customer accounts
Why it matters: This is the other side of the Boden argument: the biggest US bank wants agents to arrive on its terms, with liability settled first.
- Monday, 12 October 2026
Banks try to offload the AI data-centre debt they just underwrote
Why it matters: When the lenders closest to the AI boom start trimming their own exposure, credit, not chips, may end up setting the pace of the build-out.
- Thursday, 8 October 2026
AI agents could cost US banks $500bn by winning savers better rates
Why it matters: Your idle balance is your bank’s profit; an AI agent could change who keeps it.
- Tuesday, 6 October 2026
Who really runs Jane Street?
Why it matters: If you own an ETF, it was likely traded by a firm few can map.
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