Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Michael Cembalest discusses the aches and pains constraining growth around the world, the severity of these ailments, and the degree of contagion from emerging to developed economies.
Implications for insurance capital requirements
EURUSD should be rangebound
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
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
We cut the chances of recession to 25% after a thaw in the trade war and a year of rate cuts; our forecast is for sub trend growth. Favored sectors include emerging market local currency debt and higher rated short-duration securitized credit.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.