JPMorgan Chase Warns Stock Market Recovery May Fade As Bank of America Recommends ‘Cleanest Investment Play’ To Clients

By: bitcoin ethereum news|2025/05/05 01:45:01

JPMorgan Chase and Bank of America say the US stock market’s recovery will likely be short-lived. JPMorgan’s trading team believes that the US stock market has a bit more upside potential in the near term amid the de-escalation of President Trump’s trade war, reports Bloomberg. But the firm warns that the true impact of Trump’s tariffs on the economy has yet to be felt, leading the team to believe that the market is not yet over the hump. “The combination of light positioning, low liquidity, subdued investor participation means that this market is likely to drift higher in the absence of negative news such as tariff headlines or a spike in bond yields... [However,] this is not an all clear for markets... We are still 1-2 months away from seeing the negative impact of the trade war on the real economy.” The bank’s equity research team shares a similar sentiment, noting it has “a bias to sell risk assets on strength rather than chasing the momentum as a complete shift in narrative will require clearing further headlines.” Meanwhile, Bank of America’s team of market strategists says the recovery is likely not sustainable, advising clients to “sell into rallies in US stocks and the dollar.” The bank also says debasement of the US dollar is the “cleanest investment theme to play.” According to BofA, a depreciating dollar is a strong signal that investors around the world are moving capital away from US assets. “Weaker US dollar will play out either slowly with lower yields or quickly with higher yields. It’s brutally flagged by the soaring gold price.” BofA believes that the capital flight from US assets will continue unless the Federal Reserve slashes rates, Trump cuts a trade deal with China and consumer spending remains strong. The bank also highlights that a weak US dollar suggests that investors are reallocating capital into commodities like gold and foreign stock markets. The US dollar index (DXY), which measures the strength of the USD against a basket of other major foreign currencies, is down about 8% this year, after witnessing its deepest slide in 16 years last month. Meanwhile, the S&P 500 is up roughly 15% since its 2025 lows of 4,835 points, which it hit on April 7th. Follow us on X, Facebook and Telegram Don’t Miss a Beat – Subscribe to get email alerts delivered directly to your inbox Check Price Action Surf The Daily Hodl Mix Generated Image: Midjourney Source: https://dailyhodl.com/2025/05/04/jpmorgan-chase-warns-stock-market-recovery-may-fade-as-bank-of-america-recommends-cleanest-investment-play-to-clients/

On March 4, 2026, DDC Enterprise Limited (NYSE American: DDC) today announced preliminary, unaudited full-year financial performance for the year ended December 31, 2025. The company expects to achieve record revenue and record positive adjusted EBITDA, primarily driven by continued growth in its core consumer food business and overall margin improvement. The final audited financial report is expected to be released in mid-April 2026.

2025 Full-Year Financial Highlights

Revenue: Expected to be between $39 million and $41 million, reaching a new company high.

Organic Growth: Excluding the impact of the company's strategic contraction of its U.S. operations, core revenue is expected to grow 11% to 17% year over year.

Gross Profit Margin: Expected to be between 28% and 30%, reflecting continued operational efficiency improvements.

Adjusted EBITDA: The company expects to achieve a positive full-year result in 2025, a significant improvement from a $3.5 million loss in 2024, mainly due to rigorous cost controls and a higher-margin sales mix.

Core Consumer Food Business Performance

In 2025, DDC's core consumer food business maintained strong operational performance.

The company also disclosed Core Consumer Food Business Adjusted EBITDA, a metric that further excludes costs related to its Bitcoin reserve strategy and non-cash fair value adjustments related to its Bitcoin holdings from adjusted EBITDA to more accurately reflect the core business performance.

In 2025, Core Consumer Food Business Adjusted EBITDA is expected to be between $5.5 million and $6 million.

Bitcoin Reserve Update

In the first half of 2025, DDC initiated a long-term Bitcoin accumulation strategy, holding Bitcoin as its primary reserve asset.

As of December 31, 2025: The company holds 1,183 BTC.

As of February 28, 2026: Holdings increased to 2,118 BTC

Today's additional purchase of 65 BTC brings the company's total holdings to 2,183 BTC

DDC Founder, Chairman, and CEO Norma Chu stated, "We are proud to have closed 2025 with record revenue and positive adjusted EBITDA, demonstrating the steady growth of the company's consumer food business and the ongoing improvement in profitability. We are building a disciplined, growth-oriented food platform and strategically allocating capital to Bitcoin assets with a long-term view, aligning with our core beliefs. We believe that this dual-track model of 'Steady Consumer Business + Strategic Bitcoin Reserve' will help DDC create lasting long-term value for shareholders."

Adjusted EBITDA Definition
For the full year 2025, the company defines "Adjusted EBITDA" (a non-GAAP financial measure) as: Net income / (loss) excluding the following items:· Interest expense· Taxes· Foreign exchange gains/losses· Long-lived asset impairment· Depreciation and amortization· Non-cash fair value changes related to financial instruments (including Bitcoin holdings)· Stock-based compensation

About DDC Enterprise Limited

DDC Enterprise Limited (NYSE: DDC) is actively implementing its corporate Bitcoin Treasury strategy while continuing to strengthen its position as a leading global Asian food platform.

The company has established Bitcoin as a core reserve asset and is executing a prudent, long-oriented accumulation strategy. While expanding its portfolio of food brands, DDC is gradually becoming one of the public company pioneers in integrating Bitcoin into its corporate financial architecture.

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DDC Enterprise Limited Announces 2025 Unaudited Preliminary Financial Performance: Record Revenue Achieved, Bitcoin Treasury Grows to 2183 Coins