Bruce Kasman

In this discussion, Jean Boivin, Head of Investment Institute at BlackRock, sheds light on US market and economic risks for 2025, offering a forward-looking perspective on global growth. Bruce Kasman, Chief Economist at JPMorgan, dives into the intricacies of the US economy and inflation, spotlighting the delicate balance facing the Federal Reserve. The conversation also touches on labor dynamics and market trends, unveiling the challenges and opportunities that lie ahead for investors and policymakers.

Bruce Kasman, Chief Global Economist at J.P. Morgan, shares his insights on the projected economic landscape for 2025. He discusses the resilience of the global economy despite high interest rates and varying central bank responses. Topics include currency dynamics, particularly the yen's potential appreciation, and the robust outlook for global credit markets. Additionally, he forecasts bullish trends for gold and other metals, contrasting them with a bearish oil price prediction, underscoring the complex interplay of factors like trade policies and U.S. elections.

Global economists and analysts from J.P. Morgan discuss the market outlook for the second half of 2024. They cover topics like global growth forecasts, equities performance, currency trends, U.S. and international rates, commodities, credit markets, and emerging markets outlook. Insights on market uncertainties, business performance, consumer challenges, and asset class analysis are explored for a comprehensive look at the mid-year market forecast.

JPMorgan's Chief Economist discusses minimal private sector damage from higher interest rates. BlackRock's Head of Macro Credit Research notes hidden credit market discrimination. VW North America CEO emphasizes commitment to EV development in response to consumer demand.

Join Bruce Kasman, Chief Global Economist at J.P. Morgan, Mislav Matejka, Head of Global Equity Strategy, and other experts as they dissect the 2026 market outlook. They discuss the impact of uneven monetary policy and the AI cycle on economies. Kasman highlights sticky inflation trends, while Matejka predicts significant equity gains driven by AI. Stephen Dulake addresses credit market dynamics amidst technological shifts, and Natasha Kaneva shares insights on bearish oil forecasts and bullish gold predictions.

Bruce Kasman, Chief Economist at J.P. Morgan, offers insights into the potential impact of a second Trump presidency. He discusses how U.S. trade policies and tariffs could affect inflation and growth both domestically and globally. The conversation highlights market reactions and challenges such as currency fluctuations. Kasman also analyzes the implications for U.S.-China trade relations, recent tariff effects on global commodities, and the economic shockwaves that emerging markets may face. It's a deep dive into the future of the global economy.

Guests Emily Roland, Bruce Kasman, and Jon Lieber discuss shifting investments from mega-cap tech stocks, Fed's response to core PCE deflator, and implications of Secretary Blinken's visit to China. The podcast explores US-China relations, European reliance on China, economic uncertainties, diversifying beyond tech stocks, energy sector performance, and the impact of stagflation on investments.

Bruce Kasman, Chief economist at JPMorgan, discusses the economy's resilience to high interest rates and persistent inflation pressures. He analyzes the impact of inflation, wage statistics, and energy costs on income and savings rates. The podcast also explores possible shifts in the Federal Reserve's strategy, global economic scenarios, interest rates, and central bank strategies.

Bruce Kasman, JP Morgan Securities Chief Economist, discusses Fed expectations, labor market dynamics, and the relevance of the Fed. Topics covered include the Fed's approach to rate cuts, inflation trends, the impact of interest rates on the economy, and the influence of the political environment on the Federal Reserve's decisions.

JP Morgan Securities Chief Economist Bruce Kasman talks about his expectations for the Fed's decision, dynamics in the labor market, and the relevance of the Fed. The podcast discusses small business success, pop culture, inflation expectations, upcoming data reports, and the role of the Federal Reserve in the labor market.