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JP Morgan Market Guide – Q2 2025
1. U.S. Equities
S&P 500 reached 5612. Forward P/E at 20.2 (above 30-year average). EPS projected at $270 for 2025.
2. Sector Performance
Leading sectors: Tech, Communication, Consumer Discretionary. Energy and Materials in recovery.
3. Valuation Metrics
All key ratios (P/E, P/B, P/CF) above historical norms. Yield spread is negative.
4. Macro Economy
GDP growth at ~2.4%, inflation ~2.8%, unemployment 4.1%. U.S. debt close to 98% of GDP.
5. Interest Rates & Bonds
Fed rate: 4.3%. 10-year Treasury real yield: ~1.09%. High yield spreads remain tight.
6. Emerging Trends
Massive CapEx in AI & data centers. Electricity demand expected to soar by 2030.
7. Overall Outlook
Markets appear expensive yet stable. Opportunities in tech & healthcare.
Risks: policy shifts, debt, geopolitics.
Source: JP Morgan, Q2 2025
Curated by: IOTA Sustainable Developers Canada
More at: iotasustainable.com
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