- Introduction
- LATAM Economy
- Global Economy
- Fixed Income
- Equities
- Other Asset Classes
- Investing Principles
- Disclosure
Cover page
J.P. Morgan Asset Management – Risks & disclosures
Cover page
Global Market Insights Strategy team
Page reference
Latin America: Economic growth, inflation and real rates
Latin America: Trade and foreign investment
Brazil: Economic snapshot
Brazil: Inflation and monetary policy
Brazil: Consumer and business dynamics
Brazil: Fiscal policy
Mexico: Economic snapshot and currency
Mexico: Foreign transfers and exports
Mexico: Inflation and monetary policy
Mexico: Public finances and private sector
Argentina: Economic snapshot
Colombia: Economic snapshot
Colombia: Inflation and monetary policy
Chile: Economic snapshot
Chile: Inflation and monetary policy
Peru: Economic snapshot
Peru: Inflation and monetary policy
Global economic growth and revenue exposure
Global economic activity momentum
Global inflation
Developed market monetary policy
U.S.: Components of GDP growth
U.S.: Recession determinants
U.S.: Federal finances
U.S.: Consumer finances
U.S.: Immigration and long-term economic growth
U.S.: Labor supply
U.S.: Labor market
U.S.: Inflation components
U.S.: The Fed and interest rates
Eurozone: Economy
Japan: Economy
China: Economy
India: Economy and markets
U.S.: Tariffs on U.S. imports
Trade and tariffs
Global trade and investment patterns
Nearshoring beneficiaries
Global technology supply chains
U.S.: Artificial intelligence: Investment and implementation
Emerging market debt
Global fixed income: Return composition
Global fixed income yields
Global interest rates
U.S.: Treasury debt dynamics
Global fixed income: Interest rate risk
U.S.: Credit market dynamics
Latin America valuations and earnings by country
Emerging market equity indices
Emerging market equities
Global equity markets
Global equity earnings and valuations
U.S.: Earnings and profit margins
U.S.: Earnings, buybacks and dividends by sector
U.S.: S&P 500 index concentration
U.S.: Magnificent 7 performance and earnings dynamics
U.S. Value vs. Growth: Valuations, earnings and performance
U.S.: Quality factor
U.S.: Factor performance
U.S.: Small caps, mid caps and large caps
Annual returns and intra-year declines
Eurozone: Markets
Japan: Markets
Global equity return themes
Global commodities
Global currencies
Dollar dominance
U.S.: Foreign ownership of U.S. assets
Alternatives: Correlations, returns and yields
Asset class returns
60/40 annual returns and stock-bond correlation
Local investing and global opportunities
Market timing and diversification
J.P. Morgan Asset Management – Index definitions
J.P. Morgan Asset Management – Definitions
J.P. Morgan Asset Management – Risks & disclosures
Cover page
Global Market Insights Strategy team
Page reference
Latin America: Economic growth, inflation and real rates
Latin America: Trade and foreign investment
Brazil: Economic snapshot
Brazil: Inflation and monetary policy
Brazil: Consumer and business dynamics
Brazil: Fiscal policy
Mexico: Economic snapshot and currency
Mexico: Foreign transfers and exports
Mexico: Inflation and monetary policy
Mexico: Public finances and private sector
Argentina: Economic snapshot
Colombia: Economic snapshot
Colombia: Inflation and monetary policy
Chile: Economic snapshot
Chile: Inflation and monetary policy
Peru: Economic snapshot
Peru: Inflation and monetary policy
Global economic growth and revenue exposure
Global economic activity momentum
Global inflation
Developed market monetary policy
U.S.: Components of GDP growth
U.S.: Recession determinants
U.S.: Federal finances
U.S.: Consumer finances
U.S.: Immigration and long-term economic growth
U.S.: Labor supply
U.S.: Labor market
U.S.: Inflation components
U.S.: The Fed and interest rates
Eurozone: Economy
Japan: Economy
China: Economy
India: Economy and markets
U.S.: Tariffs on U.S. imports
Trade and tariffs
Global trade and investment patterns
Nearshoring beneficiaries
Global technology supply chains
U.S.: Artificial intelligence: Investment and implementation
Emerging market debt
Global fixed income: Return composition
Global fixed income yields
Global interest rates
U.S.: Treasury debt dynamics
Global fixed income: Interest rate risk
U.S.: Credit market dynamics
Latin America valuations and earnings by country
Emerging market equity indices
Emerging market equities
Global equity markets
Global equity earnings and valuations
U.S.: Earnings and profit margins
U.S.: Earnings, buybacks and dividends by sector
U.S.: S&P 500 index concentration
U.S.: Magnificent 7 performance and earnings dynamics
U.S. Value vs. Growth: Valuations, earnings and performance
U.S.: Quality factor
U.S.: Factor performance
U.S.: Small caps, mid caps and large caps
Annual returns and intra-year declines
Eurozone: Markets
Japan: Markets
Global equity return themes
Global commodities
Global currencies
Dollar dominance
U.S.: Foreign ownership of U.S. assets
Alternatives: Correlations, returns and yields
Asset class returns
60/40 annual returns and stock-bond correlation
Local investing and global opportunities
Market timing and diversification
J.P. Morgan Asset Management – Index definitions
J.P. Morgan Asset Management – Definitions
J.P. Morgan Asset Management – Risks & disclosures
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6/30/2025
Snapshot of the economic and market update for the third quarter of 2025
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