The J.P. Morgan View_ All Eyes on US_ Balancing the AI Cycle, Trump Policies and a Narrowing Fed Path; Special Focus on Japan. Sat Jan 11 2025
2025-01-15 07:04
J P M O R G A N Global Markets Strategy 11 January 2025 The J.P. Morgan View All Eyes on US: Balancing the AI Cycle, Trump Policies and a Narrowing Fed Path; Special Focus on Japan The broad and dominant theme of our 2025 macroeconomic and markets outlook remains the continuation of US exceptionalism. This should be reinforced this year by the AI theme, potential deregulation and changes in trade, fiscal and energy policies. Technological innovation and the broadening of the AI cycle will remain an importan ...