A year of divergence: The market and economic outlook for 2025
Making Sense
Intro
This chapter explores the economic landscape of 2025, examining how slowing inflation and geopolitical factors are shaping global markets. It also emphasizes the importance of flexible investment strategies in response to divergent central bank policies and the impending U.S. elections.
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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