US News: Jamie Dimon, CEO of JPMorgan, has issued a cautionary message in his annual letter to shareholders, expressing deep concern over global geopolitical t.
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The Middle East conflict, with the potential to choke off oil flows and push inflation higher, poses a risk to global growth. This conflict could escalate tensions in the Red Sea and draw Iran deeper into the fighting. The Federal Reserve s pivot to rate cuts could be burned by a supply shock from the Middle East or looser financial conditions. Europe faces the risk of a deep recession as the European Central Bank and Bank of England conclude their tightening cycles. The global economy could be impacted by the wobbling of the world s second-largest economy, China, and the potential loss of control of the yield curve in Japan. Ukraine s failure to counter Russia could have implications for the US as a reliable ally.
Data presented by CFIUS and its analysis of them lack economically meaningful financial information about the true nature of U.S. policy towards foreign investment.