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.
Should investors fear an erosion of the illiquidity premium?
Implications for insurance capital requirements
Where is the value in emerging markets equities?
Can you close the return gap?
EURUSD should be rangebound
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.
Regime shift from ���lower for longer��� toward reflation?
Learn more about J.P. Morgan���s views on fixed income, the economy and markets.