JPMorgan predicts strong returns for U.S. stocks despite economic concerns over Trump’s tariffs. Markets focus on corporate earnings and recovery, with S&P 500 showing resilience despite economic slowdown signs.

S&P 500 companies exceed Q2 earnings expectations, with 82% surpassing earnings and 79% beating revenue forecasts. Earnings growth projection rises from below 5% to impressive 11%, supporting bullish trend in stock market.

JPMorgan analysts see positive sentiment in markets as mega corporations weather U.S. tariffs well. Smaller companies with limited bargaining power and rigid supply chains face stagnant earnings outlook. Trump’s tariff policies benefiting large firms, turning them into a tailwind for growth.

JPMorgan’s investment strategy prioritizes large-cap equities in tech, financials, and utilities sectors. Positive outlook for stocks may benefit cryptocurrencies, with digital assets market seeing developments like SEC’s liquid staking ruling and Ether’s 13% rally to over $4,200.

Read more at Yahoo Finance: Here Are 3 Bullish Reasons Why JPMorgan Sees S&P 500 Rallying Much Higher