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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Episode 25: Cosmere Cage Match Round 4

Cosmere Conversations

Introduction

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