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.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.