J.P. Morgan Global Research will release its mid-year outlook episode on Monday, June 29, 2026 [1].
The upcoming report arrives as investors navigate volatile market conditions and shifting economic indicators. By analyzing equities, rates, foreign exchange, and commodities, the firm aims to provide a comprehensive check-in on the forces shaping the global financial landscape for the remainder of the year.
The firm said the episode will address big market moves and shifting inflation expectations [1]. Analysts intend to review policy outlooks and persistent geopolitical headwinds that continue to impact international trade and investment stability [1]. This strategic review is designed to help market participants understand the risks and opportunities inherent in the second half of 2026.
Other financial institutions have noted similar uncertainty in the current environment. The Schwab Center for Financial Research said, "Considering the interplay between economic trends and stock market behavior, the second half of 2026 is presenting investors with a bit of a split verdict" [2].
The J.P. Morgan analysis will be published on the firm's YouTube channel [1]. The full episode is scheduled for release on June 29, 2026 [1]. This digital format allows the firm to distribute its research on rates and commodities to a global audience of institutional and retail investors simultaneously.
“The second half of 2026 is presenting investors with a bit of a split verdict.”
The release of a mid-year outlook from a major institution like J.P. Morgan often serves as a bellwether for institutional sentiment. By focusing on the intersection of geopolitical headwinds and inflation, the firm is signaling that macroeconomic volatility remains the primary driver of asset pricing, outweighing individual corporate earnings in the short term.
