US aerospace and defense stocks remain chilly! JPMorgan warns: Military spending outlook darkens, cooling aviation demand, and even positive Q3 results may not reverse the downturn
智通财经2026/10/09 04:01According to information from Zhitong Finance APP, JPMorgan believes that aerospace and defense companies are about to face a challenging third-quarter earnings season. The slowing growth of air passenger traffic, uncertainties about the outlook for U.S. military spending, and persistent supply chain constraints are all weighing on investor sentiment.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
Sberbank of Russia reported a net profit of 168.5 billions rubles in September
Sberbank of Russia announced that, according to Russian accounting standards, its net profit for September was 168.5 billion rubles.
The yield on France's 10-year government bond dropped by 8 basis points to 4.82%.
France leads the eurozone bond market, with the 10-year government bond yield falling by 8 basis points to 4.82%.
Even with Eli Lilly's endorsement, TRex Bio (TRXB.US) struggles to enjoy a premium; IPO price falls to lower range at $14.
According to Zhitong Finance APP, TRex Bio Inc., an early-stage biotechnology company focused on autoimmune and inflammatory diseases, raised 116.7 million dollars through its IPO, pricing at the lower end of its indicated range.
EBA strengthens risk review of European banks’ sovereign bonds: risk exposure remains controllable
(1) The head of the European Banking Authority (EBA) stated that European banking regulators are conducting additional reviews regarding the risks associated with the trillions of euros in sovereign bond portfolios held by banks. (2) According to the official, as the yields on government bonds in some core European countries have soared to multi-year highs, the government debt investment portfolios held by banks require enhanced monitoring. (3) Currently, the relevant risk exposures still appear to be "within controllable ranges." (4) The net interest income generated from bonds has largely offset the impact of declining bond prices on the economic value of banks' equity. (5) He said, "So far, we have not seen banks suffer significant losses as a result of the current situation, and we are confident that regulators are taking the necessary responsive measures."
Crypto prices
More
