Kriti Gupta
Executive Director, Global Investment Strategist, J.P. Morgan Private Bank
Latest articles
Markets
The defensive playbook isn’t your average inflation roadmap
Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.By Kriti Gupta, Federico CuevasMarkets
The global rates repricing: will central banks actually hike?
The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.By Kriti GuptaMarkets
If oil backs off, risk reprices
If oil flows eventually normalize, markets may reassess risk. We explore where gains could concentrate, why some regions may still feel a hangover and portfolio implications.By Kriti Gupta, Justin BiemannMarkets
Why are stocks at record highs with no Iran resolution?
Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.By Kriti Gupta, Justin BiemannMarkets
When oil jumps, household wealth guides the economy
Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?By Kriti Gupta, Joe SeydlMarkets
A balancing act: The trade-off between debt and defense
As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.By Kriti GuptaMarkets
Oil shock jolts American stocks into driver’s seat … for now
Despite the latest Middle East conflict and a surge in oil prices, U.S. equities remain resilient amid international volatility.By Kriti Gupta, Justin Biemann