Comfortably uncomfortable

In this edition of Vantage Point, we review a recently published report from J.P. Morgan.

In this week’s update, we explore J.P. Morgan’s mid-year outlook for 2025, U.S. recession probability, Fed rate cut scenarios, and the shifting dynamics across AI investments. We also offer Our Vantage Point – a forward-looking view shaped by Vantage Capital’s investment philosophy.

For a more detailed analysis and walkthrough, please contact one of Vantage Capital’s advisors.

The full report is available via the “Download Document” button below.