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
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone’s relatively better balance of payments position.
David Kelly, the Fed, interest rates
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
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