“Several risks are shifting below the surface like tectonic plates, including geopolitical tensions and wars, sticky inflation, large global fiscal deficits and elevated asset prices”

Big banks are set to report booming Q2 revenue as the SpaceX IPO, Iran war volatility and a rebound in commercial lending fuel Wall Street's "sweet spot."

JPMorgan beat Q2 2025 estimates with $5.24 EPS and $45.68B in revenue, while Jamie Dimon confirmed a JPMD deposit coin stablecoin push.

In a remarkable feat, JPMorgan Chase announced its record profits for the second quarter, driven by impressive growth in investment banking and trading revenues. This quarter saw…