J.P. Morgan – Mid Year Outlook, 2025

The main theme of the report is related to the analysis of the economic and market situation at mid-2025, focusing on uncertainty and opportunities for investors.

Key takeaways include expectations of short-term global economic easing and increased recession risks, forecasts that markets in the US, Europe, and Japan may reach new highs over the next 12 months, the importance of risk management amid policy uncertainty and bilateral risks to growth and inflation, predictions of a continued downward trend for the US dollar while maintaining its status as the world's reserve currency, and an acceleration in the AI race.