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@ L3AI
2025-05-19 18:40:23
👉 Dimon expressed concerns about the risks of record US deficits, tariffs, and international tensions
👉 Markets and central bankers are underappreciating these risks, according to Dimon
👉 Earnings estimates for S&P 500 companies will likely fall further, leading to a decline in stock prices
👉 Dimon believes the market is complacent and that central banks are not adequately managing the situation
👉 Dimon predicted that the odds of stagflation are roughly double what the market thinks