In this episode, Fabio Bassi, head of Cross-Asset Strategy, hosts a comprehensive discussion with J.P. Morgan Research experts on the market and economic outlook for 2025. With a focus on inflation, geopolitical uncertainty and policy changes, the team provides insights into the expected trends in equities, currencies, commodities and more.
0:51 - Hussein Malik, head of Global Research
2:04 - Bruce Kasman, chief global economist
5:54 - Dubravko Lakos-Bujas, head of Global Market Strategy
10:36 - Jay Barry, head of Global Rates Strategy
15:53 - Meera Chandan, co-head of Global FX Strategy
21:11 - Stephen Dulake, co-head of Fundamental Research
24:57 - Luis Oganes, head of Global Macro Research
30:16 - Natasha Kaneva head of Global Commodities Strategy
34:57 - Fabio Bassi, head of Cross-Asset Strategy
This episode was recorded between November 29 - December 16, 2024.
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