JPMorgan Analysts Say US Stocks Likely To Continue Outperforming Europe in 2025 | Global News Avenue

JPMorgan analysts say stocks in the U.S. market are likely to continue to outperform European markets next year.JPMorgan Chase) wrote on Wednesday.

However, the stock market may slow down across the board in the first half of next year due to some uncertain political factors, such as the transition of the Trump administration and the transition of the Trump administration. trade impact Analysts wrote that part of its economic policy has already been achieved.

With the impact of the epidemic, “the current polarized regional market performance is likely to persist” The tariffs Trump says he will impose and the implementation of other new policies, analysts wrote. They also noted that U.S. stocks have outperformed international rivals by 22% so far this year.

Small-cap stocks could benefit in 2025

In the United States, analysts said they expected smaller companies to experience business “uncertainty.”Market value Stock markets will slow down next year. Analysts said they expected small cap stocks will benefit from Trump’s expected deregulation and increased Mergers and Acquisitions (M&A) Activity What may happen next.

With U.S. markets already trading at elevated levels, the potential for international stocks to overtake U.S. equities is “clearly there” Price-to-earnings ratio (P/E) multipleBut analysts said “a clearer understanding of trade and geopolitics before predicting this shift.

Separately, a group of JPMorgan analysts outlined a 2025 target of 6,500 in a separate note on Wednesday S&P 500 Indexjoin in Similar recent predictions From Goldman Sachs (GS) and Morgan Stanley (multiple sclerosis). JPMorgan analysts said the market may face greater volatility as policy changes next year, but they believe “opportunities are likely to outweigh risks” as deregulation and more policies are implemented. Artificial Intelligence (AI)Related capital expenditures could boost the market.