
$JPMorgan Chase(JPM.US) reports Tuesday pre-market and it's the one i actually read, Dimon's commentary is the closest thing to a state-of-the-economy address the market gets. net interest income and the outlook matter more than the headline beat. if JPM sounds cautious on the consumer with CPI hot the same morning, that sets a nervous tone for the whole season. holding, not adding before the print.
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