Trading_and_investment_papers plus Daily Shot when available.
Window PDFs6
Chart Extracts18
Top Charts1
Daily Shotskipped
Bottom line: This packet is the one-stop morning read: curated chart evidence first, Daily Shot context second, and source links at the end.
Top Charts
1. JPM IRAN Position for an imminent deal sell Oils Buy Airports: Oil stress is feeding rates, while equities are looking through it
Page 7 | JPM IRAN Position for an imminent deal sell Oils Buy Airports
What it says: JPM IRAN Position for an imminent deal sell Oils Buy Airports: 7 Ian Mitchell - Specialist Sales - European Energy AC (44-20) 7134-1356 ian.e.mitchell@jpmorgan.com J.P. Morgan Securities plc Europe Specialist Sales 22 May 2026 J P M O R G A N European Oil & Gas Research: Integrateds : Matt Lofting matthew.lofting@jpmor...
Worldview update: The cleaner market signal is the cross-asset divergence: oil stress has mattered for rates, but equities are already looking through it. That calm is fragile if energy pressure starts feeding inflation or growth expectations again.
Portfolio/use: Track Brent, rates, and equity correlation together; use oil/rates stress as the warning light rather than treating headlines in isolation.
Daily Shot
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Additional Chart Selection
Derivatives Strategy en 1659103
3 additional extracted charts
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JPM Japan Quant Strategy Beta x Momentum reversal Backlash against
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Page 6 | image-block | score 0.605
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BofA Hartnett The Flow Show Ground Control to Major TAM 20260522
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Page 1 | vector-cluster | score 1.100
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Page 6 | page-fallback | score 0.887
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GSX Global Reflections
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Page 4 | image-block | score 0.689
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SocGen Albert Edwards Global Strategy Weekly Nothing to see here
3 additional extracted charts
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Page 2 | page-fallback | score 0.778
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JPM IRAN Position for an imminent deal sell Oils Buy Airports
