An absence of significant economic slowdown doesn't mean no signs of stagflation risks. Here's why
Why now
Thesis: JPM flags stagflation risk even without a slowdown
Catalyst to watch: Incoming inflation and growth data prints
Main risk: Premature hedging if growth stays firm
Why it matters
Stagflation risk means weak growth plus sticky inflation, complicating Fed easing and pressuring equity multiples.
Details
Keep watch for signs of stagflation, even if there isn't a significant slowdown in the economy, according to J.P. Morgan.
Related assets & topics
InflationRecessionSources
- cnbc · 2026-09-25 05:12 UTC