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Shares in the upswing: J.P. Morgan sees great opportunities through AI investments!
J.P. Morgan's Elyse AusenbaGH forecast growth on the stock markets thanks to AI investments and falling tariff uncertainty.
Shares in the upswing: J.P. Morgan sees great opportunities through AI investments!
In a current analysis published on October 3, 2025, Elyse AusenbauGH, head of the investment strategy at J.P. Morgan Wealth Management, optimistic about the future development of the stock markets. Her interview with CNBC emphasizes that several strong factors, especially investments in artificial intelligence (AI), could drive growth. These assessments come in an economic environment that is characterized by expected relief by the Federal Reserve.
AusensbauGH predicts that both Fed's monetary policy decisions and the corporate profits will have a significant impact on share prices in the near future. It emphasizes the importance of an interest reduction cycle of the Federal Reserve and states that your company is implementing a corresponding "Fed Rate Cutting Playbook". This could also strengthen the stock market, since the current company profit margins are among the highest of the economic cycle.
Growth by AI and infrastructure
One of the main causes of positive market development sees AusenbauGH in the increasing investment in infrastructure, which supports the technological development in the field of artificial intelligence. These investments are not only limited to the technology sector, but are expected to positively influence various industries. She also notices that uncertainty about collective bargaining politics is also declining, which could also help to support reviews and the growth of the company profits.
The labor market situation is described by AusenbauGH as "beige, but not breaking". Despite a significant decline in new settings, it does not predict any "significant increase" of the layoffs. Historical trends indicate that a significant deterioration in corporate profit margins would be necessary in order to trigger an increase in layoffs - a scenario that AusenbauGH considers unlikely, since the current economic momentum is preserved.
Conclusion and outlook
J.P.'s optimistic perspective Morgan Wealth Management offers investors and market observers valuable insights into the possible development of the stock markets. With a focus on artificial intelligence and the stability of corporate earnings, Ausenbaugh highlights the key factors that could lead to potential stock market growth. Confidence in a consolidation of the economic framework appears to be increasingly strengthening.