EddieJayonCrypto

 21 May 25

tl;dr

JPMorgan CEO Jamie Dimon warns that investors are ignoring the risks tariffs pose to the stock market and economy. Despite the S&P 500's recent 23% rebound, Dimon believes there is excessive complacency about the impact of tariffs, which could cause inflation, stagflation, and increased anti-America...

JPMorgan CEO Jamie Dimon warns that investors are underestimating the risks tariffs pose to the economy and stock market, despite the recent 23% rebound in the S&P 500.

Dimon expresses concern over excessive complacency, noting that tariffs could lead to inflation, stagflation, and increased anti-American sentiment globally. He highlights the uncertainty in how countries will respond to tariffs, including new trade deals formed as a countermeasure.

He emphasizes that reshoring manufacturing is not a quick fix, taking at least three to four years to establish new plants.

Dimon remarked, “People feel pretty good because you haven’t seen an effect of tariffs. The market came down 10%, it’s back up 10%. I think that’s an extraordinary amount of complacency.”

As of the latest close, the S&P 500 is trading at 5,940, but Dimon advises caution given the complex economic dynamics tariffs introduce.

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