Morgan Stanley warns: The threat of stagflation is coming, and the rebound momentum of the US stock market may come to an abrupt halt

Zhitong
2025.06.02 13:26
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JP Morgan strategists warn that the U.S. may face dual pressures of rising prices and slowing economic growth, which could threaten the rebound momentum of the S&P 500. The team believes that the market is about to enter a period of weakness, with signs of stagflation potentially emerging. Although the S&P 500 has performed well in 2023, global trade tensions and the increasing U.S. budget deficit may put pressure on the stock market. JP Morgan is more optimistic about international stocks and emerging markets, particularly the Chinese technology sector