Part 1/13:

Contradictions in Market Signals: JP Morgan’s CEO versus Bank’s Holdings

A Stark Warning from Jamie Dimon

Jamie Dimon, CEO of JP Morgan Chase, recently delivered a sobering warning about the state of the global economy. He expressed concern that markets are underestimating the potential impact of tariffs, not in terms of traditional trade disruptions or unemployment, but in the form of soaring inflation. According to Dimon, the implications are severe enough that the Federal Reserve is likely to keep raising interest rates—a stance contrary to market expectations. This "higher for longer" mantra, which many investors believe will give way to rate cuts, Dimon suggests is incorrect, signaling a shift from temporary hibernation to a sustained period of tighter monetary policy.