This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Implications for insurance capital requirements
EURUSD should be rangebound
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.
The performance of the US dollar significantly diverged from relative rate spreads
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Full report detailing JPM's long-term capital market return assumptions for 2013