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INTERNATIONAL MARKET INTELLIGENCE | MORNING BRIEFING-20260610
JPMorgan· 2026-06-10 15:11
JUNE 10, 2026 MKT INTEL VIEWS: Tech slump returns, with overnight US weakness weighing on APAC this morning (EU > US futures this morn). Geopolitical headlines remain volatile but this was unlikely to have triggered the rotation given 1) Oil & Rates traded lower yesterday; 2) Tech has been the escalation trade. Gold continues to break lower after breaking 200dma last week. Today, all eyes on US CPI – see Drew's preview below. The rotation out of Tech has been clearest in the US, with improving breadth (SPW> ...