How Are Market Conditions Affecting Client Behavior?
Despite the strong financial performance, Dimon noted a rise in client caution. The recent escalation in global trade tensions—triggered by a new wave of U.S. tariffs announced and partially paused by President Donald Trump—has introduced considerable volatility across markets. This has made some corporate clients more hesitant on deal activity but has created fertile ground for trading operations, as investors reposition quickly in response to policy shifts.
Are Credit Risks Rising?
The bank also boosted its provision for credit losses to $3.3 billion, up from $1.9 billion a year earlier. Dimon flagged concerns that renewed inflation and economic slowing from trade policies could impair consumer and business loan performance. “You’ll see more credit problems,” he said in a recent interview, signaling increased…
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