Is the "Trump tariff" becoming clearer? JPMorgan suggests changing the investment strategy for U.S. stocks: stop selling on highs!

Ilan Benhamou, a member of JPMorgan's equity derivatives sales team, stated that as tariff policies clarify, market sentiment has eased, and the strategy of selling on rallies should be suspended; Wall Street's bullish sentiment towards US Stocks has rebounded, with Morgan Stanley and Blackrock both expressing optimism about the US market Stocks, but Blackstone's president, Jon Gray, advised investors to remain patient and observe the evolution of tariff diplomacy.

cls.cn21:38 ET

The Nikkei Average is about 270 yen higher, continuing to show stable price movements supported by the rise in US stocks = the morning session of the 26th.

On the morning of the 26th, the Nikkei average Stock price fluctuated around 38,050 yen, up about 270 yen from the previous day. At 9:42 AM, it rose to 38,151.39 yen, up 370.85 yen, once again surpassing 38,000 yen. On the 25th local time, the US Stock market saw both the Dow Inc and the Nasdaq Composite Index rise for three consecutive days. Concerns about the US economy due to mutual tariffs have eased, supporting stock prices. The Tokyo market also seems to have seen buying activity in response to the rise in US stocks. The yen-denominated settlement value of the Chicago Nikkei average Futures.

Kabushiki Shimbun21:03 ET

Winners and Losers in the European Auto Market so Far in 2025

Seeking Alpha14:17 ET

Market Chatter: Toyota Motor to Delay Battery Plant in Japan Amid Waning EV Demand

MT Newswires12:18 ET

Express News | 'Toyota Delays Japan Battery Plant Project On EV Slowdown; Fukuoka Factory Is Part Of Automaker's Plans For Electrifying Lexus Cars' - Nikkei Asia

BenzingaMar 25 11:44 ET

Express News | Joby Aviation Posts On X "Last Week, We Welcomed @SenTedCruz, Chairman of the Senate Commerce Committee, to View Our Aircraft in Plano, Texas, at @Toyota's North America HQ. Thank You to the Senator and the Committee for Being Champions of the...

BenzingaMar 25 11:28 ET