JPMorgan Econ FI-Mid-year Outlook Revisiting our Top 10 Strategic Themes Sti...-109284131

StrategicResearch17July2024JPMORGANThismaterialisneitherintendedtobedistributedtoMainlandChinainvestorsnortoprovidesecuritiesinvestmentconsultancyserviceswithintheterritoryofMainlandChina.Thismaterialoranyportionhereofmaynotbereprinted,soldorredistributedwithoutthewrittenconsentofJ.P.Morgan.Mid-yearOutlook:RevisitingourTop10StrategicThemesStilltrackingasoftlanding,but2025USelectionrisksloominglargerStrategicResearchAmyHoamy.ho@jpmchase.comJ.P.MorganSecuritiesLLCLong-termStrategyAlexanderWisealexander.c.wise@jpmchase.comJ.P.MorganSecuritiesLLCLong-termStrategyJanLoeysACjan.loeys@jpmorgan.comJ.P.MorganSecuritiesLLCChairofGlobalResearchJoyceChangACjoyce.chang@jpmorgan.comJ.P.MorganSecuritiesLLCStrategicResearchMohammedHossainmohammed.z.hossain@jpmchase.comJ.P.MorganSecuritiesLLCStrategicResearchZahinMohammedzahin.ov@jpmchase.comJ.P.MorganIndiaPrivateLimitedSeepage21foranalystcertificationandimportantdisclosures.2JoyceChangAC(1-212)834-4203joyce.chang@jpmorgan.comJ.P.MorganSecuritiesLLCJanLoeysAC(1-917)602-9440jan.loeys@jpmorgan.comAlexanderWise(1-212)622-6205alexander.c.wise@jpmchase.comAmyHo(1-212)2700331amy.ho@jpmchase.comStrategicResearchMid-yearOutlook:RevisitingourTop10StrategicThemes17July2024JPMORGANExecutiveSummary:TooearlytopositionagainstUSexceptionalism2024istrackingahigh-for-longsoftlanding,butUSelec...