Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Article discussing how low growth, low yield environments are good for equity income investing.
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Full report detailing JPM's long-term capital market return assumptions for 2013
Executive summary of JPM's long-term capital market return assumptions for 2013
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
We expect the US dollar to underperform ahead of the first Federal Reserve (the Fed) interest rate cut of this cycle.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.