The J.P. Morgan View Uneven Monetary policy, AI Supercycle and Multidimensional Polarization Cross Asset Strategy Global Markets Strategy 05 December 2025 J P M O R G A N Fabio Bassi AC (44-20) 7134-1989 fabio.bassi@jpmorgan.com J.P. Morgan Securities plc Dubravko Lakos-Bujas (1-212) 622-3601 dubravko.lakos-bujas@jpmorgan.com J.P. Morgan Securities LLC Nikolaos Panigirtzoglou (44-20) 7134-7815 nikolaos.panigirtzoglou@jpmorgan.com J.P. Morgan Securities plc Mika Inkinen (44-20) 7742 6565 mika.j.inkinen@jpmor ...