$JPM — Earnings, Allocations and Disclosures: Lowe’s Outperformance, JPMorgan’s International Call, and a Busy 8-$K Tape

$JPM — Lowe’s recent outperformance versus Home Depot and JPMorgan’s bullish case for international equities set the tone today, while a string of 8‑K filings and value-manager notes (Eaton, Sealed Air) highlight event-driven opportunities and governance risk. Investors should watch near-term earnings catalysts, cross‑border allocation decisions, and follow-up filings that could move individual names.