Dimon Warns of a Growing Market Shock for Stocks and Bonds

Jamie Dimon warned that a potential shock in US markets could hit stocks and bonds, citing hotter inflation, higher rates (10-year around 4–4.5%), geopolitical tensions, and rising deficits as risks not fully priced in; he’s avoided broad indices, would consider only truly great individual names, and warned that bond vigilantes could push yields higher even as bank earnings look strong.