JP Morgan
J.P. Morgan: Global Equity Views 3Q 2025
In brief Since our last Global Equity Investors Quarterly in mid-April, markets have recovered at a record pace, in a retreat from the tariff abyss. Q2 was the biggest “risk on” quarter since the post COVID pandemic recovery in Q4 2020. We make little change to our profits outlook since the downgrades that followed […]
JP Morgan: Global Asset Allocation Views 2Q 2025
In brief U.S. growth is slowing rather than stalling; we see GDP modestly below trend by year-end, but believe the Fed has sufficient room to cut rates quickly should growth fall sharply. Policy uncertainty remains elevated with tariffs a near-term downside risk, potentially offset by upside risks from tax cuts and deregulation later in […]



