• 2025: Out of the Cyclical Storm and into the Policy Fog

  • Dec 10 2024
  • Length: 20 mins
  • Podcast

2025: Out of the Cyclical Storm and into the Policy Fog

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  • Summary

  • Season 12 Episode 02 Despite uncertainty at the onset, 2024 is shaping up to be yet another impressive year for the economy and markets. A resilient consumer has put the U.S. on pace for another year of above-trend growth, and the S&P 500 has rallied over 25% so far, breaching $6,000 for the first time in history. That said, with a new year comes new opportunities as well as challenges. To dive deeper into our 2025 outlook, Dr. David Kelly is joined by Gabriela Santos, Chief Strategist for the Americas here at J.P. Morgan Asset Management.
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