Word on the Street

JPM strategist notes on AI and European equities, GS discusses UK inflation, and Danske Bank shares their outlook on yields and rates.

Markets are never short on noise. The challenge is knowing what matters and what merely fills the air. In our Word on the Street, we filter the institutional signal from the speculative static, drawing on the most thoughtful commentary from banks, fund managers, and seasoned strategists. Then we take it a step further, contextualising, contrasting, and challenging those views to build a more dimensional macro picture.

This weekend, we look at:

• JPM Says Focus Back on AI

• Goldman Asks Why UK Inflation Is So High

• JPM Euro Equity Views, Stock Picks

• Danske Bank Yield Outlook

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JPM Says Focus Back On AI