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Private Bank
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Explore a variety of insights.
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- J.P. Morgan Outlook
- 2025 mid-year outlooks and forecasts
What are the forces shaping global markets and economies in the second half of 2025? How will macro fundamentals play out against a backdrop of ongoing trade uncertainty and geopolitical risks? And what’s the impact on portfolios?
Get answers to all these questions and more with mid-year outlooks from top analysts and market strategists across J.P. Morgan. Explore the latest insights.
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Banking
Australia’s M&A outlook: Four themes to watch at mid-year
July 02, 2025
What is the outlook for mergers and acquisitions in Australia and what are the key trends driving dealmaking in the region? Explore the M&A outlook.
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Global Research
Mid-year market outlook 2025: A broad spectrum of potential outcomes
July 01, 2025
The persistent backdrop of policy uncertainty, coupled with geopolitical risks, portends increased macroeconomic volatility for the second half of the year. What’s the outlook for equities, commodities, currencies, emerging markets and more?
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46:40 - Global Research
Uncertainty reigns: The market outlook at mid-year
June 30, 2025
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Outlook
Comfortably uncomfortable
July 03, 2025
Investors are skittish. Lofty expectations at the start of the year have collided with a far rougher reality. However, there’s opportunity in uncertainty — if you know where to look.
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