Midyear Outlook 2026: Resilient Growth, Sticky Inflation, and Policy Shifts

J.P. Morgan’s Making Sense presents the Midyear Outlook 2026, where Head of Content Strategy Samantha Azzarello joins analysts from the Global Markets Research team to discuss market performance in the first half of 2026, shifting inflation and policy expectations, and the impact of geopolitical headwinds. Recorded between June 15 and 24, 2026, this episode explores the key drivers across asset classes—including equities, rates, FX, and commodities—for the second half of the year.