Itshows After 2024 JPMorgan Global Meeting

9 Itshows After 2024 JPMorgan Global Meeting

1. The market may have moved too far or too fast.

2. Even though concerns about a recession are decreasing
   Slowing inflation has failed to reduce the pain of the high cost of living
   The bad atmosphere of the electorate is not going away.
   In the long run, concerns have grown about the size of the U.S. government's debt burden
   There is also little political will for meaningful reform.

3. Congressional stalemate in avoiding federal shutdowns continues to make it difficult.
    As a result, the possibility of progressing anti-China and anti-trust legislation in the federal legislature is reduced.
  
4. The Biden administration has turned less confrontational with China.
   China also has domestic issues and policies as its top priority.
   Biden administration on strategic competition and unfair practices in high-tech sectors
   As we continue to point out, as diplomatic intervention resumes, the US-China relationship has become
   Much more I am in a situation.

5. According to neutral independent consultants, while Biden is in a favorable position in the presidential election
   Parliament is likely to be divided.
   Independent consultants say Biden will barely win the presidential election
   I continue to expect Parliament to be divided.

6. Neutral independent consultants say if Trump wins this year's presidential election, he'll be better than market expectations
   It warns of further confusion. It takes a hard line at home and in foreign policy
   It means that you can walk.
   If Trump wins, he will take a tougher stance on both domestic and foreign policy issues
   New populism replaces the old internationalism of the Republican Party, and 'America First'
   Trump's second term in office could be a foreign policy boost
   It can be much more destructive.

7. The United States, Europe, and Arab countries have sought to prevent escalating Israeli/Hamas war movements
   Working together, risks to the energy market are currently manageable.
   The possibility of expanding into regional disputes rather than escalation is considered 30%.
   Only 12% of global oil and 8% of global LNG shipments will pass through the Red Sea in the first half of 2023
   Concerns about the Red Sea situation are exaggerated.

8. Emerging economies have resilient economies, but it is difficult to be optimistic about the outlook for capital flows.
    

9. Latin America is preferred when it comes to high-yield investment opportunities in emerging countries.
    Emerging market countries with high returns, especially Argentina, Turkiye and Ukraine
    There was high interest. There was high interest in whether they were at the investment inflection point.