This month

This month’s report explains our view that moderating U.S. economic growth momentum is benign, not a recession precursor. Our portfolios favor U.S. equities and are neutral U.S.

September 2025 Q4 2025: Recession vs. Inflation - J.P. Morgan

The US should avoid a recession this year, JPMorgan Asset Management's chief global strategist says. Steady progress on inflation without an exogenous shock can

The higher inflation category took

JPMorgan strategist Mike Bell said the biggest market risk is if there is no recession this year and wage growth stays high. That would force the Federal Reserve to raise

According to JPMorgan Asset Management strategist Karen Ward, Western economies won’t escape inflation without a recession. According to Ward, the labor markets in

The higher inflation category took over from there – almost 80% of all CPI items has inflation of more than 6% by late 2025, by which point the number of CPI items with

Recession vs

Cycle extension, not recession

Q4 2025: Recession vs. Inflation Emerging Market Debt Quarterly Strategy In brief Markets have entered a price discovery period as central banks exit accommodative monetary policies. We

Fed seems to ‘draw a line in the sand’ on inflation, says JPMorgan

I actually think the biggest

JPMorgan Chase Says US May Have Dodged Recession, Warns

According to David Kelly, chief global strategist at JPMorgan Asset Management, the July CPI report, which showed inflation dropping 0.6% from its June peak for

“I actually think the biggest risk to markets is that we don’t get a recession in 2025,” JPMorgan strategist Mike Bell told Bloomberg TV Tuesday. Without a recession, he

Recession? Some Signs Say Not So Fast - J.P. Morgan

A JPMorgan strategist just said that markets are in big trouble if

Biggest Risk to the Market Is No Recession at All in 2025:

The chief global strategist at

5 Ways to Invest While There's No Recession: JPMorgan's Kelly

No Escaping Inflation Without Recession: JPMorgan Strategist

The chief global strategist at JPMorgan Chase says the US may avoid a recession, but the bank’s economic outlook is not yet optimistic. In a new interview on CNBC