Global stocks may be headed for a summer swoon. Why AI won’t be the only story that matters, JPMorgan says

JPMorgan strategists identified five key drivers expected to affect global equities in the coming months. The investment bank did not specify which sectors or markets would be most affected by these factors. The strategists' analysis was released as part of the bank's regular market outlook communications. JPMorgan has not provided a timeline for when these developments are expected to impact stock performance.

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