A Year of Divergence: The Market and Economic Outlook for 2025

Making Sense

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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