Tariff Tug-of-War
⚖️ What’s the latest on U.S. tariffs? Stay informed with updates and analysis from J.P. Morgan Research as the situation evolves.
📊 What are some of the underlying factors contributing to the recent drawdown in U.S. equity markets?
🏆 ICYMI: Six JPMorganChase leaders were named to Barron’s 100 Most Influential Women in U.S. Finance list.
How might US tariffs weigh on growth?
In light of heightened policy uncertainty and potential retaliatory measures from foreign trading partners, J.P. Morgan Research has lowered its 2025 estimate for U.S. real GDP growth to 1.6%.
How to navigate US equity market fluctuations
“In the next couple of months, the expectation would be that equity markets hang in there. Assuming the macro data doesn’t deteriorate that quickly, positioning could reaccelerate a little bit or stabilize at this point.”
–John Schlegel, head of Global Positioning Intelligence, J.P. Morgan
Eye on the Market Energy Paper: Heliocentrism
Michael Cembalest dives into the speed of the renewable energy transition, electrification, and more in his annual energy report.
What’s driving the popularity of active ETFs?
In June 2024, the global active ETF/ETP market reached $923 billion in assets under management, having expanded at a 40% CAGR over the last decade — and that trajectory shows no signs of slowing down.
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Pipe organ fanatic. Fond of pianos. Supporter of harps. Devotee of the violin family. Amateur lyric reader. Apprentice in physics, trigonometry and romance languages! 🌼 🫖 👒 🪭
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Head of Strategy at RG Business Analyst | Financial Analysis, Analytical Skills
2wUS is playing with Tariffs, and BRICS is making the association of countries having critical minerals, if US not concentrates on strengthening economy, will suffer after 2 decades
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3w#JPMorgan's analysis on U.S. #tariffs provides a comprehensive view of their impact on global trade and economic dynamics. Additionally, their insights into #ETF strategies highlight how #investors can leverage #ETFs to navigate market volatility and optimize portfolio performance. A valuable resource for #financial professionals and investors seeking to stay ahead in today's complex economic landscape!
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