“如果真的出现衰退，我不知道它会有多严重，也不知道会持续多久。”特朗普政府的关税政策已让市场震荡了超过一个月，戴蒙指出，摩根大通的一些客户因为市场波动性太大而推迟了投资决策。① Dimon stated that the possibility of a recession in the USA still exists, as tariff shocks continue to disrupt the Global economy; ② Dimon believes that turbulent tariffs may lead to a loss of some investments in the USA, "There will definitely be some of these consequences. We have annoyed a lot of people."
On May 16, financial news reported (Editor: Zhao Hao) that JPMorgan CEO Jamie Dimon recently stated that the possibility of a recession in the USA still exists as tariff shocks continue to disrupt the Global economy.
Local time on Thursday (May 15), Dimon told the media at JPMorgan's annual Global Markets Conference in Paris, "We hope to avoid a recession, but at this moment, I cannot rule out that possibility."
"If a recession really does occur, I don't know how severe it will be or how long it will last." The Trump administration's tariff policy has caused market turbulence for over a month, and Dimon pointed out that some JPMorgan clients had delayed investment decisions due to excessive market volatility.
Earlier this week, high-level economic and trade talks between China and the USA reached important consensus and made substantive progress, directly reflected in a significant reduction in bilateral tariff levels. The international community highly praised this, and financial markets responded positively.
Dimon expressed his hope that Trade easing could continue, "so that real exchanges can take place." Previously, Dimon had repeatedly called for trade talks led by US Treasury Secretary Steven Mnuchin and urged for a swift resolution to uncertainties in his annual letter to Shareholders published last month.
As the head of the largest Banks in the Global market, Dimon holds significant influence in the financial world and is often regarded as an authority in the field. Dimon speaks highly of Mnuchin, with reports suggesting that when Mnuchin was nominated by Trump, Dimon described it as a "fantastic choice."
In a recent interview, Dimon indicated that volatility still exists, and JPMorgan's trading volume remains high as a result, "Market fluctuations are sometimes good and sometimes bad. This time is good, but next time it might not be so optimistic."
Dimon believes that tariff turmoil may lead to some loss of investment in the USA, "There will definitely be some consequences like that. We have annoyed a lot of people. When I run into them, they say: You know what? We will no longer buy your Kentucky bourbon whiskey."
However, Dimon also stated that this impact may not be widespread, as the USA is not a bad investment destination.
Thanks to the market's extreme volatility, JPMorgan's Stocks trading division achieved record revenue in the first quarter, and all of this occurred before the announcement of the reciprocal tariffs on April 2 and the subsequent pause.
Analysts expect that in the second quarter of this year, the trading revenue of this largest bank in the USA will continue to grow year-on-year.
In this interview covering a wide range of topics, Dimon also expressed optimism about the prospects of negotiations between the EU and the United Kingdom, saying, "They have a chance to establish a truly good relationship, which may somewhat compensate for the chaos caused by Brexit."
