Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
EURUSD should be rangebound
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Bill Eigen, CIO of Absolute Return and Opportunistic Fixed Income Investing, explains today’s fixed income markets.
What investors should consider
The key political, macro and credit risks that insurers may want to address in 2019.
David Kelly, the Fed, interest rates
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.