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.

  • 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?

  • 46:40 - Global Research

    Uncertainty reigns: The market outlook at mid-year

    June 30, 2025

  • 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.