The market outlook at mid-year: A long road to normal
Making Sense
Intro
Exploring the transition to sustainable growth, challenges in managing inflation, limited central bank easing, and expectations of prolonged high interest rates in the global economy and markets for the mid-year outlook.
Join J.P. Morgan’s Research analysts as they explore what lies ahead for markets in the second half of 2024. Will stock market concentration continue? What's the forecast for U.S. and international rates? And will commodity prices go up?
00:33 – Global growth with Bruce Kasman, Chief Global Economist
4:42 – Equities with Mislav Matejka, Head of Global Equity Strategy
7:40 – Currencies with Meera Chandan, Co-Head of Global FX Strategy
10:22 – U.S. rates with Jay Barry, Co-Head of U.S. Rates Strategy
13:42 – International rates with Fabio Bassi, Head of International Rates Strategy
16:58 – Commodities with Natasha Kaneva, Head of Global Commodities Strategy
19:55 – Credit markets with Stephen Dulake, Global Head of Credit, Securitized Products and Public Finance Research
24:56 – Emerging Markets with Luis Oganes, Head of Global Macro Research
28:04 – Cross-asset strategy with Tom Salopek, Head of Global Cross-Asset Strategy
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