Eye On The Market· Folge 85

Mad Libs: just fill in the blanks

Donnerstag, 16. Oktober 2025 · 21 min

MP3

Shownotes

Mad Libs. This piece is not about how mad liberals are at the administration, although the latest polling data indicates that it could be. Instead, it’s a fill-in-the-blank exercise regarding the impact of tariffs and immigration policy on growth, the impact of Chinese critical mineral export restrictions, Oracle’s debt levels and borrowing capacity, central bank gold reserves and the gender balance of psychiatric medication.

View video here (am.jpmorgan.com/us/en/asset-management/institu…)

0:00 / 0:00