Economic & Market Update

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There are 65 pages in the Guide to the Markets. However, we believe that the key themes for the quarter can be highlighted by referencing just 10 slides.

Economic & Market Update: Using the Guide to the Markets to explain the investment environment

Source: J.P. Morgan Asset Management; (Left) Department of Energy; (Top right) BEA; (Bottom right) BLS.

Source: J.P. Morgan Asset Management; (Top left) BLS, Census Bureau; (Top left and right) BLS; (Right and bottom left) BEA.

Source: BEA, FactSet, J.P. Morgan Asset Management.

Source: BLS, FactSet, J.P. Morgan Asset Management.

Source: Bloomberg, FactSet, Federal Reserve, J.P. Morgan Asset Management.

Source: Bloomberg, FactSet, J.P. Morgan Asset Management.

Slide5.2 — Source: Bloomberg, FactSet, Moody’s, Refinitiv Datastream, Robert Shiller, Standard & Poor’s, J.P. Morgan Asset Management.

Source: FactSet, MSCI, Standard & Poor’s, J.P. Morgan Asset Management.

Source: Burgiss, Cliffwater, FactSet, MSCI, PivotalPath, J.P. Morgan Asset Management.

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