This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
The performance of the US dollar significantly diverged from relative rate spreads
Market sentiment towards the Chinese currency has shifted significantly
This bulletin discusses the implications of negative interest rate policy
This bulletin recaps the second quarter earnings season and discusses the outlook for earnings for the rest of 2016.
2014 has brought a turning point in that economic growth and market returns have stabilized, while the world economy has returned to normal. In this paper, discover how JPMC's long-term assumptions (from the last decade) have stood the test of time.
EURUSD should be rangebound
With inflation stubbornly weak, the European Central Bank (ECB) is now expected to act. What would more monetary stimulus mean for investors?
A condensed version of the full report with a synopsis of our macro and asset class assumptions. US version.
Executive summary of JPM's long-term capital market return assumptions