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

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

  • Payments

    Five payment trends to help power your business in 2025

    February 11, 2025

    The 2025 global macroeconomic outlook is marked by uncertainty. Our Forecasting Payments trends can help you navigate these considerations.

  • Outlook

    Global M&A market outlook

    January 17, 2025

    Explore the key trends that shaped the M&A market over the past year and find out what lies ahead.

  • City landscape with close-up views

    Outlook

    Economic confidence snaps into focus

    January 07, 2025

    Middle market leaders report strongest optimism levels since 2019, as recession concerns fade and growth outlooks improve.

  • Outlook

    Eye on the Market outlook 2025: The alchemists

    January 03, 2025

    Deregulation, deportations, tariffs, tax cuts, cost cutting, crypto, oil & gas, medical freedom and Agency purges: What could possibly go wrong?

  • Multicolored tubes

    Real Estate

    2025 commercial real estate trends

    January 02, 2025

    After years of high inflation and limited growth, the industry may be on the upswing. Find out why.

  • Global Research

    Market outlook 2025: Navigating cross-currents

    December 17, 2024

    How are markets expected to play out in 2025 against a backdrop of policy uncertainty, geopolitical risks and heightened macroeconomic volatility? Explore the outlook for equities, commodities, currencies, emerging markets and more.

  • Outlook

    2025 Year-Ahead Investment Outlook: Out of the cyclical storm and into the policy fog

    Explore our Year-Ahead Investment Outlook for 2025 and see our forecasts and potential investment opportunities amidst the evolving economic and market landscapes.

  • Outlook

    Outlook 2025: Building on strength

    After the past year’s market gains, you’re in a position of strength. But do you have the flexibility to make the most of investing in 2025?