Metals Meltdown
📈📉 The probability of a recession is up, and metal demand forecasts are down. What does this mean for steel, aluminum and copper prices?
⚖️ The latest slew of U.S. tariffs could impact the eurozone’s growth prospects — but the region is still expected to avoid a recession.
📚 Discover how colleges and universities can help meet the need for workforce housing — and why it’s a win-win for institutions and their communities.
📊 ICYMI: Mike Feroli, J.P. Morgan’s chief U.S. economist, answers questions about the latest jobs report and the May Fed meeting.
Heading for a metals meltdown?
U.S. tariffs are a cause for concern for the metals and mining sector. The economic situation is already putting pressure on demand, and a copper tariff could be coming.
The outlook for the eurozone
Despite trade policy U-turns, J.P. Morgan Research has taken another 0.4 percentage points off its eurozone GDP forecast, with growth now expected to weigh in at 0.9% for 2025.
Higher education can help meet the need for workforce housing
Many colleges and universities have surplus real estate on or around campus that can be sold or leased long-term to developers. They also have a ready pool of employee and graduate student families seeking affordable housing.
Navigating volatility: M&A and leveraged capital markets
“We need to think about financial sponsors as well. Because in environments like this, they tend to be actually a larger proportion of M&A activity. In the U.S., usually financial sponsors account for about 25% to 30% of volume. I suspect it’s going to be more like 30% to 35% this year.” -Jay Hofmann, head of North America M&A, J.P. Morgan
Tracking tariff developments
As the situation continues to evolve, stay informed with updates on U.S. tariffs from J.P. Morgan Research.
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BANKING | FINANCE | ACCOUNTING |
2moVery informative 👏
Luxury Behavioral Consultant. Strategic Luxury Real Estate Advisor. Private Wealth & UHNWIs Investment Consultant. Off-Market Deals & Global Real Estate .Member of the Czech-Singapore Chamber of Commerce
2moWhen the metals melt, it’s not just about price – it’s about pressure. Copper, steel, aluminum these are more than commodities. They are signals. Signals of geopolitical shifts, industrial demand, and investor sentiment under stress. As forecasts dip and new tariffs rise, the real challenge isn’t volatility – it’s interpretation. Are we heading toward a recalibration of industrial supply chains or the next wave of strategic innovation? For real estate developers, private equity, and institutional investors, the message is clear: Volatility is not the enemy it's the invitation. An invitation to reassess asset classes, revisit hedging strategies, and rethink timing. In every contraction, there's a compression of clarity. Will you see the opportunity before the rebound? #leadership #economicoutlook #metals #copper #steel #aluminum #macroeconomics #geopolitics #privateequity #investing #strategy #innovation #futureofwork #marketinsights #entrepreneurship #businessgrowth #resilience #digitaltransformation #thoughtleadership
As the economic landscape shifts, understanding the impact of rising recession risks and tariff changes on metal demand and prices is crucial. These factors, alongside the growing need for workforce housing, highlight the importance of strategic planning for both industries and educational institutions. Navigating these challenges together will be key to sustaining growth and resilience.
Finance Student at University of Tennessee, Knoxville seeking a summer internship in wealth management
2moVery informative