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Mid-Year Outlook 2021

What does the economic future hold in a post-pandemic world? While global recovery is underway in many areas of the economy, the impact of the COVID-19 pandemic can still be felt across both developed and emerging markets.

J.P. Morgan Research analysts discuss their post pandemic outlooks and make their calls for the remainder of 2021, honing in on macro asset-classes and the U.S. consumer to examine the direction of future recovery.

Macro asset-classes

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Global Econ – Bruce Kasman
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Rama Variankaval:

J.P. Morgan Chase set up the Center for Carbon Transition to 1. define our own Paris alignment pathway, and 2. engage with our clients on their own transition to a lower carbon, more sustainable future. Companies across different economic sectors across the globe are working on a transition path. They're all at different points in that transition. We want to work with all of them, want to deploy our best strategic advice, our balance sheet, our connectivity to investors on behalf of our clients as they embark on this transition. We've talked specifically about food sustainability and food transition. Let's give a listen to Eric Oken who's a Global Chairman of the Investment Bank.

Mid-Year Outlook: The U.S. Consumer

Consumer franchise

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Global Econ – Bruce Kasman
text
Rama Variankaval:

J.P. Morgan Chase set up the Center for Carbon Transition to 1. define our own Paris alignment pathway, and 2. engage with our clients on their own transition to a lower carbon, more sustainable future. Companies across different economic sectors across the globe are working on a transition path. They're all at different points in that transition. We want to work with all of them, want to deploy our best strategic advice, our balance sheet, our connectivity to investors on behalf of our clients as they embark on this transition. We've talked specifically about food sustainability and food transition. Let's give a listen to Eric Oken who's a Global Chairman of the Investment Bank.

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