‘Inflation is the skunk at the party’: JPMorgan Chase CEO Jamie Dimon warns markets ignoring risk. How to prepare

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• Real estate accounts for nearly 25% of the typical family office portfolio

  60% confidence

• Asset prices are kind of high, credits are kind of low, there's a lot of complacency in the market

  60% confidence

• Inflation is the skunk at the party. It's been coming down, but it seems to maybe have leveled off around 3%.

  60% confidence

• Vanguard is projecting around 5% annual returns for S&P 500

  60% confidence

• We look at the broad range of outcomes

  60% confidence

• S&P 500 will deliver just 3% annual returns from 2024 to 2034

  60% confidence

• Goldman Sachs is forecasting just 3% annual returns from 2024 to 2034

  60% confidence

• Gold prices have increased about 9% per year on average since 1971, roughly matching long-term equity returns and outpacing bonds over the same period

  60% confidence

• Markets appear unusually comfortable despite persistent inflation and geopolitical uncertainty

  60% confidence

• S&P 500 will deliver around 5% annual returns

  60% confidence

• Investors may be underestimating the risks still lurking in the global economy

  60% confidence

• Inflation pressures extend beyond oil to medical prices, construction prices, insurance prices, and wages

  60% confidence

• One asset will surge 400% in a year

  60% confidence

• We look at the broad range of outcomes

  60% confidence

• You can look at medical prices, construction prices, insurance prices, wages for certain things. Inflation is a big thing. It's not just oil.

  60% confidence

• Inflation is the skunk at the party and has leveled off around 3% after coming down

  60% confidence

• Asset prices are kind of high, credits are kind of low. There's a lot of complacency in the market.

  60% confidence

Data points we hold from this source