June 30, 2025

Uncertainty reigns: The market outlook at mid-year

46 minutes

Will uncertainty continue to shape business cycle dynamics? How might trade tensions, fiscal policy and geopolitical risks play out? And will there be lasting damage to markets and the economy? Join J.P. Morgan Research analysts as they explore the outlook for the second half of 2025.

In this episode, we hear from:

Bruce Kasman, chief global economist

Bhupinder Singh, U.S. equity strategist and head of Thematic Research

Jay Barry, head of Global Rates Strategy

Meera Chandan, co-head of Global FX Strategy

Natasha Kaneva, global head of Commodities Research

Stephen Dulake, co-head of Fundamental Research

Jonathan Goulden, head of EM Fixed Income Strategy

Fabio Bassi, head of Cross-Asset Strategy

This episode was recorded between June 23 and June 26, 2024.

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