JPMorgan: Stock Market Upside Ahead, Focus on AI & Cyclicals
Update: 2025-12-04
Description
JPMorgan strategists Andrew Tyler and Federico Manicardi advise investors to buy more stocks, citing a strong U.S. economic outlook, robust corporate earnings, and easing tariff concerns. They suggest a barbell portfolio strategy, focusing on AI stocks and cyclical stocks, and exploring opportunities in global markets like China, Europe, Japan, and India.
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