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Making Sense
2025 Corporate Compass: Insights for a transformative year
Jan 7, 2025
The hosts delve into J.P. Morgan's 2025 Corporate Compass, highlighting economic trends like inflation and growth post-elections. They discuss the transformative potential of AI and the impact of deregulation on M&A activity. Geopolitical tensions and supply chain vulnerabilities are examined, particularly concerning China and Taiwan. Additionally, they explore shifting investment behaviors and urge corporate leaders to adapt to seize opportunities in 2025's evolving landscape.
27:19
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Quick takeaways
- The shifting political landscape, with a significant loss of incumbents, is expected to influence growth and inflation trends in 2025.
- The substantial investment in AI by leading firms is poised to drive transformative economic growth, reshaping corporate strategies and priorities.
Deep dives
Impact of Global Elections on Incumbents and Markets
Recent global elections have demonstrated a significant trend, where approximately 80% of incumbents lost seats or votes, highlighting a shift in political dynamics. This phenomenon has influenced not only the political landscape but also the capital markets, with economists expressing increased expectations for growth in 2025 while projecting inflation and interest rates to rise. The U.S. presidential election, a focal point for both U.S. and international audiences, has prompted changes in market behavior and forecasts, resulting in a stronger dollar and anticipation of strong near-term economic performance. Thus, the electoral outcomes have critical implications for how markets are expected to evolve in the following years, particularly in relation to growth and inflation pressures.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode