J.P. Morgan – Guide to the Markets, 1Q 2025

The main theme of the report is the analysis of global markets with a focus on Europe.

The document addresses issues such as climate change and food inflation, carbon pricing, global CO2 emissions, investments in climate change mitigation and adaptation, electric vehicle sales, global warming and energy consumption, droughts and food prices, as well as green, social, and sustainable bonds. It also discusses global economic growth, inflation, monetary and fiscal policy, and the state of various markets, including the US, Eurozone, UK, Japan, and China.