12 May 2026
Oil supply shock, inflation and AI to continue reshaping global markets, says J.P. Morgan
At the start of 2026, J.P. Morgan identified global fragmentation, inflation and AI as the defining forces shaping the investment landscape, and the months since have only sharpened their relevance J.P. Morgan Private Bank released on Tuesday its 2026 Mid-Year Global Investment Outlook , which examines the forces reshaping global markets at the midpoint of a pivotal year.
