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3 ways the pros are trading markets right now, including why JPMorgan downgraded semiconductor stocks

Cnbc · · 447 words · By Michael Considine
open_in_new Read the original article: https://www.cnbc.com/2026/05/14/3-ways-the-pros-are-trading-markets-right-now.ht…

fact_checkFact-Check Results

8 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

check_circle Corroborated 6
info Single Source 2
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“President Donald Trump 's high-stakes visit to China on Thursday”
CORROBORATED
Two independent news sources (Nypost and EuroNews) report on President Trump's visit to China occurring on Thursday/Friday.
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cross reference SUPPORTS — President Donald Trump is expected to visit [China] a week [after Thursday]
https://nypost.com/2026/05/07/us-news/china-says-ties-with-u…
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cross reference SUPPORTS — The highly anticipated meeting in Beijing of the leaders of China and the United States this Thursday and Friday was supposed to be the most consequential foreign visit of President Donald Trump’s sec…
https://www.euronews.com/2026/05/12/a-weakened-trump-to-test…
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“the U.S. has approved sales of Nvidia's H200 chip to a number of Chinese companies”
CORROBORATED
Three separate web search results confirm that the US government (Department of Commerce) approved the sale of Nvidia H200 chips to Chinese companies, specifically mentioning about 10 firms including Alibaba and Tencent.
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web search NEUTRAL — The US government has given chip giant Nvidia the green light to sell its advanced artificial intelligence (AI) processors in China, the Department of Commerce said on Tuesday. The H200, Nvidia's seco…
https://www.bbc.com/news/articles/cg4erx1n04lo
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web search NEUTRAL — The US Commerce Department has approved around 10 Chinese companies including Alibaba, Tencent, ByteDance and JD.com to purchase Nvidia’s H200 chips, according to the sources, who spoke on condition o…
https://www.businesstimes.com.sg/companies-markets/telcos-me…
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web search NEUTRAL — Back in March, the Chinese government reportedly approved the import of H200 GPUs, with the US to set the cap, so this is a continuation of that same discussion. At the time, the proposed 75,000 cap w…
https://www.pcgamer.com/hardware/the-us-has-approved-the-sal…
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“Chinese premier Xi has also told U.S. tech leaders present at the meeting that the door to business in the country will "open wider."”
CORROBORATED
Three independent sources (including The Guardian and a Chinese readout) confirm that Xi Jinping told US business leaders that China's door of openness will 'open wider'.
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web search NEUTRAL — US President Trump met China’s Xi Jinping with top US CEOs to discuss trade and market accessThe summit aims to extend the tariff truce and prevent escalation of the US-China trade warCEOs sought appr…
https://www.ndtv.com/world-news/donald-trump-china-visit-xi-…
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web search NEUTRAL — Xi tells US business leaders China 'will open wider’ doors to world – report.A statement from the Chinese foreign ministry said: Xi Jinping emphasised that China is committed to the stable, healthy, a…
https://www.theguardian.com/us-news/live/2026/may/14/donald-…
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web search NEUTRAL — China’s door of openness will only open wider, and US companies are deeply involved in China’s reform and opening-up, Xi told Trump, according to the Chinese readout. Power dynamics have shifted.
https://english.alarabiya.net/News/world/2026/05/14/china-wi…
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“James Turner, head of global fixed income for EMEA at BlackRock”
CORROBORATED
Two independent sources (Bloomberg and another financial news source) identify James Turner as the co-head of global fixed income for EMEA at BlackRock.
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web search NEUTRAL — BlackRock, Inc. is an American multinational investment company. Founded in 1988, initially as an enterprise risk management and fixed income institutional asset manager, BlackRock is the world's larg…
https://en.wikipedia.org/wiki/BlackRock
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web search NEUTRAL — The Fed’s expected cut is a reminder that “today’s yields may not always be available,” said James Turner, co-head of global fixed income for EMEA at BlackRock in London.
https://www.bloomberg.com/news/articles/2025-12-10/the-great…
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web search NEUTRAL — The Fed’s upcoming rate cut underscores that “today’s yields may not always be available,” said James Turner, co-head of global fixed income for EMEA at BlackRock.
https://www.tradealgo.com/news/fed-signals-the-end-of-easy-y…
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“Steve Brice, global CIO, wealth solutions at Standard Chartered”
CORROBORATED
Multiple sources, including Standard Chartered's own site and The Straits Times, confirm Steve Brice is the Global CIO of wealth solutions/Standard Chartered.
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web search NEUTRAL — Wealth solutions.Steve Brice. Global Chief Investment Officer.
https://www.sc.com/en/people/steve-brice/
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web search NEUTRAL — Mr Steve Brice, global CIO of Standard Chartered, spent five years in Singapore after landing here. He also lived in Dubai and South Africa.
https://www.straitstimes.com/business/invest/me-and-my-money…
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web search NEUTRAL — Standard Chartered (“the Bank”) announced today an expansion of its Global Chief Investment Office (CIO) team, as the Bank continues to deepen its wealth capabilities in line with its strategy to grow…
https://www.hubbis.com/news/standard-chartered-expands-globa…
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“the bank [Standard Chartered] ... downgraded semiconductor stocks last week”
SINGLE SOURCE
While one source mentions Standard Chartered downgraded equities to 'neutral', the other search results discuss downgrades of Standard Chartered itself by Goldman Sachs or Berkshire stock by Stifel. Only one source specifically mentions the bank downgrading equities/stocks generally.
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web search NEUTRAL — Goldman Sachs analyst Gurpreet Singh Sahi downgraded Standard Chartered (SCBFF) to Neutral from Buy with a 937 GBp price target citing valuation.
https://www.nasdaq.com/articles/standard-chartered-downgrade…
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web search NEUTRAL — Last week, Meyer Shields of Keefe, Bruyette & Woods, part of Stifel Financial, downgraded Berkshire stock to underperform (the equivalent of a sell rating).
https://www.fool.com/investing/2025/11/10/this-warren-buffet…
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web search NEUTRAL — Standard Chartered downgraded equities to ‘neutral’ due to uncertainty post elections, but sees opportunities in large-cap stocks and bonds.
https://www.livemint.com/market/stock-market-news/standard-c…
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“Madison Faller, global investment strategist at J.P.Morgan Private Bank”
CORROBORATED
Three independent sources (J.P. Morgan official site, University of Notre Dame, and LinkedIn) confirm Madison Faller is a global investment strategist at J.P. Morgan Private Bank.
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web search NEUTRAL — Meet Madison Faller, Global Market Strategist, J.P. Morgan Private Bank.JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed ac…
https://privatebank.jpmorgan.com/nam/en/people/madison-falle…
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web search NEUTRAL — Madison Faller graduated from the University of Notre Dame in 2015, majoring in economics and political science with a minor in the Hesburgh Program in Public Service. She currently works as a global …
https://al.nd.edu/news/latest-news/video-alumna-madison-fall…
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web search NEUTRAL — Experience: J.P. Morgan Private Bank · Education: University of Notre Dame · Location: London · 500+ connections on LinkedIn. View Madison Faller, CFA’s profile on LinkedIn, a professional community o…
https://uk.linkedin.com/in/madison-faller-cfa-27257b6a
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“earnings growth expectations for EM are anticipated to be north of 45% this year”
SINGLE SOURCE
The web search results provided are generic landing pages for earnings calendars (Yahoo Finance, Investing.com) and do not contain the specific data point regarding 45% earnings growth for emerging markets.
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web search NEUTRAL — Access detailed historical earnings data, including revenue and EPS (Earnings Per Share) figures, to track and analyze past company performance. Review quarterly revenue trends, compare historical EPS…
https://earningshub.com/
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web search NEUTRAL — Find earnings, economic, stock splits and IPO calendars to track upcoming financial events from Yahoo Finance.
https://finance.yahoo.com/calendar/earnings?fr=sycsrp_catcha…
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web search NEUTRAL — Use our Earnings Calendar to track forecasts for quarterly and annual earnings reports as well as actual outcomes from companies worldwide.
https://www.investing.com/earnings-calendar
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.