Cuáles serán los temas que liderarán el nuevo orden económico mundial, según JP Morgan

diciembre 26, 2025

TL;DR

The global economy has entered a new phase of structural transformation driven by artificial intelligence, global economic fragmentation, and persistent inflation.
Artificial intelligence is considered a technological revolution comparable to electrification or the internet, expected to be a central axis of economic growth.
Nearly 40% of the S&P 500's market capitalization is influenced by AI expectations.
Global fragmentation prioritizes resilience and security, leading to reconfigured value chains and potentially favoring sectors like energy and defense.
Latin America is positioned as a key supplier of commodities and critical minerals.
Inflation is expected to be structurally elevated and more volatile due to factors like fiscal deficits and trade fragmentation.
The US dollar remains dominant but diversification of reserves is increasing, boosting demand for assets like gold and cryptocurrencies.
Investors and emerging economies must adjust strategies to an environment prioritizing security, technology, and risk management.

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