A J.P. Morgan strategist said that the correction in Eurozone and Bank of France stocks was mainly driven by market sentiment, not a deterioration in fundamentals; the sector ushered in another opportunity to enter the market. The team led by David Silvestrini said that bond yields will not continue to rise sharply from here under the benchmark scenario; the recent decline is an act of reducing leverage caused by sentiment and position adjustments, and is not the beginning of a fundamental-driven sell-off market.

Zhitongcaijing · 1d ago
A J.P. Morgan strategist said that the correction in Eurozone and Bank of France stocks was mainly driven by market sentiment, not a deterioration in fundamentals; the sector ushered in another opportunity to enter the market. The team led by David Silvestrini said that bond yields will not continue to rise sharply from here under the benchmark scenario; the recent decline is an act of reducing leverage caused by sentiment and position adjustments, and is not the beginning of a fundamental-driven sell-off market.