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Jamie Dimon Just Said He Wouldn't Buy the S&P 500 or Long-Dated Treasuries at Current Prices, a Red Flag for Investors

Jamie Dimon said he sees both stocks and long-term bonds as expensive.

Jamie Dimon Just Said He Wouldn't Buy the S&P 500 or Long-Dated Treasuries at Current Prices, a Red Flag for Investors

Published August 4, 2026 · Category: Finance

Overview

When the leader of the largest bank in the United States says he would not buy either stocks or long-term government bonds at today's prices, it is worth pausing to listen. JPMorgan Chase (NYSE: JPM) CEO Jamie Dimon just issued a warning that spans both of the market's biggest asset classes. It's a rare and notable red flag.

Dimon said he "wouldn't buy" the S&P 500 or long-dated Treasuries at today's prices, warning that markets are underpricing geopolitical and fiscal risks that are "probably bigger than other people think."

Details

Dimon's concern with stocks is straightforward. Prices have climbed so high that there is little cushion left if anything goes wrong, and he believes the market is underpricing risks. He pointed to geopolitical tensions from Ukraine to the Middle East to the U.S. and China, along with a fiscal picture in which U.S. government debt has climbed above 100% of the economy's size for the first time since World War II.

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Source

Originally published at www.fool.com.

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