JPMorgan’s stock market recovery analysis reveals three key signals investors should definitely monitor before considering returning to the market amid all this current volatility. Following President Trump’s tariff announcement, the stock market recovery signal has become important as global markets have actually surprised $5.4 trillion. JPMorgan’s framework provides some important guidance on when to buy stocks during this crazy 2025 fix we are experiencing.
When to Buy Stocks: JPMorgan’s Recovery Signs and Market Insights
JPMorgan’s three key market recovery conditions
This is what Mislav Matejka, head of JPMorgan’s global equity strategy.
Beyond the technical bounce, the trade news flow needs to be resolved in order to buy stocks sustainably. To get out of the way, the reversal of the financial integrated drive also requires a specific departure from the current administration and we need to see the Fed surrender, but that is only after the salary falter.
According to the latest JPMorgan stock market recovery analysis, there are basically three specific conditions that must be met at this point.
1. Resolving trade tensions
Trade tensions must undoubtedly stabilize, and all these retaliatory measures will be fully undertaken. Current customs policy has created some very important market volatility warning signs and is particularly challenging the stock market revision 2025 forecast for all involved.
2. Fiscal Policy Adjustment
The JPMorgan stock market recovery framework actually shows that there is a significant need for administrative changes. These will probably represent a major shift in the financial approach that has contributed to much of the market instability we see.
3. Federal Reserve Response
The Fed will need to adjust its monetary policy at some point, but as Matejka pointed out, this may not be likely to happen until employment data is weak, but this has not happened yet. This represents one of the clearest market volatility warning signs for investors at the time of writing.
Traditional “safe shelters” are no longer reliable
Matejka said:
We believe that we should remain cautious about risks.
He also warned that the US market is “not a good place to hide” and that tech stocks and the US dollar should not be considered a safe haven.
Global impact of market turbulence
JPMorgan’s stock market recovery conditions are emerging as markets around the world are truly experiencing historic declines. The Nikkei in Tokyo plummeted 7.8%, Hong Kong’s market lost 12% (the worst day in over 16 years), and China’s Shanghai composites lost about 8.4%, reflecting a truly serious market volatility warning sign that cannot be ignored.
2025 revision size
With dividends and everything included, the S&P 500 has dropped by around 13.4% so far in 2025. According to Charlie Billelo of Creative Planning, since 1990, only 2001 and 2020 have actually started a worse start, which is very noteworthy. One of the “magnificent 7” stocks suffered double-digit losses, with Tesla falling by a whopping 40% and Nvidia falling by around 30%.
“We are pleased to announce that we are a great place to go,” said Lori Calvasina, strategist at RBC Capital Markets.
I’m already an overweight utility, but this is expensive. So we want to find bargains. However, for many of these sectors, it is difficult to say what a reasonable EPS assumption is. What I know is that some pretty downward revisions are coming.
The time to buy stocks again remains extremely challenging, according to the latest JPMorgan stock market recovery analysis. Investors should carefully monitor trade stabilization, fiscal adjustments and FRED responses as key stock market recovery signals before making significant moves during the ongoing stock market revision in 2025.
