JPMorgan’s 2025 Economic Outlook: AI, Policy Shifts, and Dollar Strength

From Financial Modeling Prep: 2024-12-04 05:30:13

JPMorgan predicts a positive outlook for the U.S. economy in 2025, driven by AI investments and business-friendly policies. Key drivers include AI expansion, capital spending growth, and a resilient economy with 2.2% GDP growth. Stock market projections show the S&P 500 reaching 6,500 by year-end with 10% EPS growth.

The Federal Reserve is expected to cut interest rates by 100 basis points in 2025, with rates reaching 3.75% by September. JPMorgan forecasts the dollar to strengthen against major currencies, with the EUR/USD exchange rate dipping below parity to 0.99 in Q1 2025. Trade policy, inflation risks, and regulatory uncertainties pose potential challenges.

Investors are advised to consider U.S. equities, especially in technology and industrial sectors, to benefit from AI-driven growth. Opportunities in currency markets may arise as the dollar strengthens. Financial Modeling Prep’s APIs can help track economic trends, sector financials, key metrics, and historical performance to inform investment decisions in line with JPMorgan’s outlook for 2025.



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