JPMorgan: Making Sense·· 2026-07-31AI Score29
Deals and Discipline: Mid-Year Market Drivers Explained
Deals and discipline: What’s driving markets at mid-year?
AI summary
J.P. Morgan's Making Sense recorded its mid-year market analysis on July 21, exploring the core drivers behind market resilience in the first half of 2026 amid multiple disruptions. Two global business leaders discuss record M&A volumes, the shift in deal-making logic from sponsors to strategic buyers, and analyze the impact of policy uncertainty and antitrust expectations on deal momentum.
Source:JPMorgan: Making Sense · marketmatters.podbean.com