What are the forces shaping global markets and economies in the second half of 2025? How will macro fundamentals play out against a backdrop of ongoing trade uncertainty and geopolitical risks? And what’s the impact on portfolios?

Get answers to all these questions and more with mid-year outlooks from top analysts and market strategists across J.P. Morgan. Explore the latest insights.

  • Building windows

    Real Estate

    2025 commercial real estate midyear outlook

    July 14, 2025

    Midyear data shows multifamily, retail and industrial sectors remain resilient despite ongoing economic uncertainty.

  • Cluster of intertwined string

    Outlook

    Macro and markets midyear outlook: 5 key considerations

    July 10, 2025

    Learn from Ginger Chambless, head of research for Commercial Banking, how policy uncertainty and Fed positioning are shaping business decisions in the second half of 2025.

  • Banking

    Australia’s M&A outlook: Four themes to watch at mid-year

    July 02, 2025

    What is the outlook for mergers and acquisitions in Australia and what are the key trends driving dealmaking in the region? Explore the M&A outlook.

  • Global Research

    Mid-year market outlook 2025: A broad spectrum of potential outcomes

    July 01, 2025

    The persistent backdrop of policy uncertainty, coupled with geopolitical risks, portends increased macroeconomic volatility for the second half of the year. What’s the outlook for equities, commodities, currencies, emerging markets and more?

  • 46:40 - Global Research

    Uncertainty reigns: The market outlook at mid-year

    June 30, 2025

  • Outlook

    Comfortably uncomfortable

    July 03, 2025

    Investors are skittish. Lofty expectations at the start of the year have collided with a far rougher reality. However, there’s opportunity in uncertainty — if you know where to look.