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The US should avoid a recession this year, JPMorgan Asset Management's chief global strategist says. Steady progress on inflation without an exogenous shock can “I actually think the biggest risk to markets is that we don’t get a recession in 2025,” JPMorgan strategist Mike Bell told Bloomberg TV Tuesday. Without a recession, he According to JPMorgan Asset Management strategist Karen Ward, Western economies won’t escape inflation without a recession. According to Ward, the labor markets in JPMorgan strategist Mike Bell said the biggest market risk is if there is no recession this year and wage growth stays high. That would force the Federal Reserve to raise The chief global strategist at JPMorgan Chase says the US may avoid a recession, but the bank’s economic outlook is not yet optimistic. In a new interview on CNBC According to David Kelly, chief global strategist at JPMorgan Asset Management, the July CPI report, which showed inflation dropping 0.6% from its June peak for Q4 2025: Recession vs. Inflation Emerging Market Debt Quarterly Strategy In brief Markets have entered a price discovery period as central banks exit accommodative monetary policies. We This month’s report explains our view that moderating U.S. economic growth momentum is benign, not a recession precursor. Our portfolios favor U.S. equities and are neutral U.S. The higher inflation category took over from there – almost 80% of all CPI items has inflation of more than 6% by late 2025, by which point the number of CPI items with

Is a recession inevitable to curb inflation? JPMorgan strategists are offering varied perspectives, leading to a complex outlook for the US economy. While some argue there\'s no escaping inflation without a recession, others see a potential path to avoid economic downturn, at least in the short term.

JPMorgan Strategists Divided on Recession Risk

According to JPMorgan Asset Management strategist Karen Ward, Western economies won’t escape inflation without a recession. Ward points to tight labor markets as a key factor hindering inflation control. This sentiment contrasts with other views within JPMorgan.

The US should avoid a recession this year, JPMorgan Asset Management\'s chief global strategist says. Steady progress on inflation without an exogenous shock can… pave the way for a more positive economic landscape, though the bank\'s overall outlook remains cautious. In a new interview on CNBC, the chief global strategist at JPMorgan Chase discussed this possibility.

The Biggest Risk: No Recession in 2025?

Interestingly, JPMorgan strategist Mike Bell said the biggest market risk is if there is no recession this year and wage growth stays high. That would force the Federal Reserve to raise… rates further. He even stated, “I actually think the biggest risk to markets is that we don’t get a recession in 2025,” JPMorgan strategist Mike Bell told Bloomberg TV Tuesday. Without a recession, he… fears continued inflationary pressures and aggressive monetary policy.

Navigating Price Discovery in an Uncertain Market

Markets are currently in a "price discovery period" as central banks withdraw accommodative monetary policies. This environment requires careful navigation and strategic investment decisions. Our Emerging Market Debt Quarterly Strategy report addresses this uncertainty.

Is Moderating Growth a Recession Precursor?

This month’s report explains our view that moderating U.S. economic growth momentum is benign, not a recession precursor. Our portfolios favor U.S. equities and are neutral U.S.

Inflation Data: A Mixed Bag

According to David Kelly, chief global strategist at JPMorgan Asset Management, the July CPI report showed inflation dropping 0.6% from its June peak. However, according to Ward, the labor markets in Western economies remain a concern. Also, consider this observation: "The higher inflation category took over from there – almost 80% of all CPI items has inflation of more than 6% by late 2025, by which point the number of CPI items with..."

The Bottom Line: A Complex Economic Picture

The perspectives from various JPMorgan strategists highlight the complexity of the current economic situation. Whether a recession is necessary, avoidable, or even a future risk remains a subject of debate. Investors should closely monitor economic data and central bank policies to make informed decisions in this uncertain climate.

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