Posted on 06/24/2022 6:31:26 AM PDT by SeekAndFind
JPMorgan says the stock market is primed for strong returns in the second half of 2022.
Investors should brace for strong returns in the stock market during the second half of 2022 as the US economy avoids a recession , JPMorgan said in a note on Thursday.
The bank's confidence stems from its view that the annualized inflation rate will get cut in half in the second half of the year, to 4.2% from 9.4%, which would "allow central banks to pivot and avoid producing an economic downturn," JPMorgan's Marko Kolanovic said.
Such a sharp decline could be driven only by a cease-fire between Russia and Ukraine, which JPMorgan expects in the second half of the year as the economic costs of the war become fully realized for many countries, including Russia.
Falling inflation would be welcome for both investors and consumers after pent-up demand and supply-chain disruptions from the war and China's COVID-19 lockdowns helped drive 40-year highs in inflation.
Not only does JPMorgan not expect an economic recession to materialize anytime soon, but it expects a reacceleration in global economic growth, the note said.
"While the probability of recession increased meaningfully, we do not see it as a base case over the next 12 months. In fact, we see global growth accelerating from 1.3% in the first half of this year to 3.1% in the second half," JPMorgan said.
(Excerpt) Read more at markets.businessinsider.com ...
The experts said so. Follow the science.
The stock market has lots of money, but where to put it? Investors are still having a terrible time finding profitable businesses.
I don’t expect a cease fire in the Ukraine.
Oh sure. Sucker rally folks. That’s all it is.
“..view that the annualized inflation rate will get cut in half in the second half of the year, to 4.2% from 9.4%”
Pretty optimistic, more so than the Fed. I’ll wait and see first.
Well, we have been reminded that we are doing great financially so quit our bellyaching.
Someone please post the Baghdad Bob picture.
This “expert”’s analysis is based entirely on an expectation of a ceasefire of which he has no control. Sound analysis. Has Ukraine already run through its 40b in weapons? Are the western sanctions going to be removed in this ceasefire? If not what fundamentally would remove financial stress on Russia is they agreed to a ceasefire? Is the fake President going to start drilling for oil locally? This is hardly analysis.
A move to boost the 2022 elections for them?
Many businesses have profits.
The difficulty is finding one at a reasonable stock price.
Bear in mind that when the Federal Reserve spiked interest rates about 15 years ago the financial system nearly imploded.
Bubbles can pop.
Ask five different economists to make the same forecast and you’re going to get ten different answers. I think J.P Morgan is a bit over-optimistic on their predictions.
Anybody notice the headline says inflation cut in half, while the article says inflation RATE to be cut in half?
Wait until the US dollar weakens - the market will really take off. Free retirement for everybody! /s
LOL!
lies, nothing but lies.
I actually thought it was the Babylon Bee
JPMorgan has been pushing ESG.
I would not trust anything they have to say.
You need to post Radical Left Wing Warning .
You are famous for posting the LIES of Allah idiot another
FAR Left wing liar
Its a Bidenista Propaganda site .
JP prediction was not Rosy .
This radical site just cherry picked .
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