The Market Outlook at Mid-Year: A Long Road to Normal

Making Sense

Join J.P. Morgan’s Research analysts as they explore what lies ahead for markets in the second half of 2024. Will stock market concentration continue? What's the forecast for U.S. and international rates? And will commodity prices go up?

00:33 – Global growth with Bruce Kasman, Chief Global Economist

4:42 – Equities with Mislav Matejka, Head of Global Equity Strategy

7:40 – Currencies with Meera Chandan, Co-Head of Global FX Strategy

10:22 – U.S. rates with Jay Barry, Co-Head of U.S. Rates Strategy

13:42 – International rates with Fabio Bassi, Head of International Rates Strategy

16:58 – Commodities with Natasha Kaneva, Head of Global Commodities Strategy

19:55 – Credit markets with Stephen Dulake, Global Head of Credit, Securitized Products and Public Finance Research

24:56 – Emerging Markets with Luis Oganes, Head of Global Macro Research

28:04 – Cross-asset strategy with Tom Salopek, Head of Global Cross-Asset Strategy