BlackRock sees U.S. equities holding firm with strong earnings, J.P. Morgan signals rate cut delays due to persistent inflation, while Citi and T. Rowe Price spotlight diverging global growth and currency volatility. Summary Global financial markets are navigating a transitional phase, with U.S. equities outperforming expectations—S&P 500 has gained +2.1% month-to-date—while bond markets remain sensitive…...