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
Executive summary of JPM's long-term capital market return assumptions
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Our Infrastructure Research Team tests core infrastructure’s resilience by putting a portfolio through three scenarios.
Due to growth assets and interest rates, funded status rose .6% this month from 86.9% to 87.5%.
Due to hedge portfolios and growth assets, funded status fell .4% this month from 88.5% to 88.1%.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Due to growth assets and interest rates, funded status rose 1.5% this month from 85.4% to 86.9%.