The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
Global markets and multi-asset portfolios
A weekly review of global markets and multi-asset portfolios
Full 62-page report with analysis of all asset classes.
What to expect in the next 15 years.
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Article examining the economic effects and investment implications of the US fiscal cliff agreement