P U N D I T R U M B L E The Tape Debates Scores

Shayan Hussain

J.P. Morgan Asset Management (head of US investment specialists, GFICC)

First call on the ledger

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HoldRates 2026-07-24

rates outlook

“we're going to be in a higher rate environment for a longer time”

Shayan Hussain · J.P. Morgan Asset Management (head of US investment specialists, GFICC) · BNN Bloomberg ↗

1 more from Hussain

BullThe AI Trade 2026-07-24

compute supply-demand. same speaker as prior row; name web-verified

“demand for compute will far outstrip supply for the next couple of years”

Shayan Hussain · J.P. Morgan Asset Management (head of US investment specialists, GFICC) · BNN Bloomberg ↗

Nasdaq since this was said: ▼ -2.1% · 24,976 → 24,443 · as of 2026-07-29

72 who lean the other way 1 more from Hussain

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