Tariffs, Tensions, and the Fade of U.S. Exceptionalism: JPMorgan’s Mid-Year Market Reality Check
As market narratives shift in 2025, JPMorgan’s Making Sense podcast delivers a sharp macro reset in its latest mid-year outlook episode. One key theme runs throughout: the era of U.S. exceptionalism may be ending, and investors need to brace for slower growth, weaker corporate margins, and policy risks that stretch far beyond the usual suspects. […]
