Markets to Focus on U.S. Fundamentals in Second Half, JPMorgan Says

The video discusses the current state of trade rhetoric, particularly between the US and China, and its impact on markets and investments. It highlights the challenges in predicting the effects of tariffs on different sectors, with technology and industrials being most affected. The discussion also covers market reactions, economic indicators, and the implications for monetary policy. The video concludes with an outlook on market fundamentals and potential growth in the second half of the year.

What is the expected macro impact of the tariffs on the United States GDP?

How might the Federal Reserve respond to trade concerns according to the discussion?

What are the anticipated market focuses for the second half of the year?