Markets, economy, stocks, growth, global, fixed income, international, asset classes
We believe the Brexit negotiations will conclude with a relatively ���soft��� Brexit. But, as current media headlines show, there are still a number of compromises that need to be made on both sides to seal the deal.
LTCMA 2019 Theme: Smaller cycles in a trend: The growing stability of the global economy.
While tariffs remain a concern, the key issue is the degree���which we deem moderate���of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
The world economy stands on the brink of a massive swing in savings, driven by global aging. Learn how growth and interest rates could be affected.
Listen to our 2019 LTCMA themes and forecasts.
J.P. Morgan 2019 LTCMA Macroeconomic Assumptions