What lies ahead for markets in the second half of the year? In this episode of “Research Recap,” J.P. Morgan Research analysts take stock of what has happened so far in 2023 and explore the outlook for global growth, equities, rates, commodities, currencies and more. 00:35 – Global growth with Bruce Kasman, Chief Global Economist 05:08 – U.S. rates with Jay Barry, Co-Head of U.S. Rates Strategy 07:22 – International rates with Fabio Bassi, Head of International Rates Strategy 10:28 – Credit markets with Stephen Dulake, Global Head of Credit, Securitized Products and Public Finance Research 15:32 – Currencies with Meera Chandan, Co-Head of Global FX Strategy 18:38 – Commodities with Natasha Kaneva, Head of Global Commodities Strategy 22:22 – Emerging markets with Jonny Goulden, Head of EM Local Markets and Sovereign Debt Strategy 27:59 – Cross-asset strategy with Tom Salopek, Head of Global Cross-Asset Strategy 32:54 – Equities with Mislav Matejka, Head of Global Equity Strategy This episode was recorded on June 14 - June 21, 2023. This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. Copyright 2023, JPMorganChase & Co. All rights reserved.

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