Economic Take

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Two Sectors to Watch in Manufacturing’s Recovery Feb 16, 2021

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While some manufacturers benefited from the COVID-19 e-commerce boom in 2020, makers of aerospace and oil and gas products are still navigating significant challenges. Jim examines developments that could put these critical U.S. manufacturing sectors back to full capacity soon.

Cooling Concerns About an Overheating Economy Feb 09, 2021

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With a third massive health and economic pandemic relief package moving through Congress, Jim examines concerns about overstimulating the economy and why a temperate outcome is more likely.

Tackling the Jobs Recovery Feb 02, 2021

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As the Biden administration accelerates its COVID-19 vaccination rollout and Congress negotiates a new round of economic stimulus, Jim sees a game plan that could return the U.S. to full employment by year-end.

What’s Ahead for Biden’s Global Business Agenda Jan 26, 2021

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In this special edition of Economic Take, Jim brings back JPMorgan Chase colleagues Mel Martinez, former U.S. Senator from Florida and Chairman of the Southeast U.S. and Latin America, and Morgan McGrath, Head of International Banking for the Commercial Bank. The three discuss potential moves by the Biden administration for new economic stimulus, infrastructure spending, immigration policy and global trade, particularly with China.

Discussing Biden’s Economic Agenda Jan 19, 2021

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In this special pre-inauguration edition of Economic Take, Jim checks in with Heather Higginbottom, President of JPMorgan Chase PolicyCenter. With widespread economic, health and social challenges facing the new Biden Administration, what policies could emerge to improve economic equity and financial resiliency for workers, families and small businesses?

Why Disruptive News Isn’t Disrupting the Market Jan 12, 2021

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Why are markets still flying so high despite surging pandemic cases and political unrest in Washington? Jim looks at a couple of possible causes, including recent developments in nationwide COVID-19 vaccination efforts and the possibility of more federal fiscal stimulus.

The Road Ahead: 2021 Business Leaders Outlook Jan 05, 2021

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In this special edition of Economic Take, Jim unpacks major results from the 2021 Business Leaders Outlook with John Simmons, Head of Middle Market Banking & Specialized Industries at JPMorgan Chase Commercial Banking. In a business world changed virtually overnight by COVID-19, Jim and John discuss a big year-end swing in executive optimism and business performance, as well as factors that may shape 2021.

Watching the Economic Thermostat Dec 15, 2020

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2020 closes on a hopeful note with the start of U.S. COVID-19 vaccinations—and not a moment too soon. With pandemic cases now surging, shutdowns could still happen. However, Jim looks at recent data in some of the hardest-hit industries and finds that our lockdown habits and continued consumer spending strength could still add economic warmth in the weeks ahead.

What’s Moving Markets Ahead Dec 08, 2020

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Despite rising COVID-19 cases and November’s employment gains falling slightly below expectations, Jim looks at continuing signs of economic momentum that could accelerate with FDA vaccine approvals as early as this week.

Why Stocks Hit Record Highs During the Pandemic Dec 01, 2020

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Even after the world receives an effective vaccine, the COVID-19 pandemic is likely to impact the global economy for some time. Yet just last week, the Dow Jones Industrial Average reached another record high. Jim looks at how this year’s impressive business performance numbers and rising market valuations are already driving confidence for 2021.

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