JPMorgan Boosts US Recession Chance to 35% by End of This Year

  • Bank follows Goldman Sachs in raising risk of a downturn
  • US news suggests ‘early signs of labor shedding,’ bank says

With US inflation pressures coming down, JPMorgan Chase & Co. sees the Fed cutting rates by half a percentage point in September and November.

Photographer: David Paul Morris/Bloomberg
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JPMorgan Chase & Co. now sees a 35% chance that the US economy tips into a recession by the end of this year, up from 25% as of the start of last month.

US news “hints at a sharper-than-expected weakening in labor demand and early signs of labor shedding,” JPMorgan economists led by Bruce Kasman wrote in a note to clients Wednesday. The team kept the odds of a recession by the second half of 2025 at 45%.