Learn more about J.P. Morgan���s views on fixed income, the economy and markets.
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market. This decision was made despite the lowest unemployment rate in 40 years. Does that make sense? Also, a possible deal with China.
Listen to previous series on a variety of investment topics, asset classes and current themes
Mountains and molehills: Achievements and distractions on the road to decarbonization, and what comes next
Michael discusses this year���s Eye on the Market Energy paper.�� Topics include the unattainable objectives of the Green New Deal, an overview of the world���s de-carbonization challenges, Germany���s energy transition and Trump���s War on Science.
Alternatives for uncorrelated income
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
Markets, economy, stocks, growth, global, fixed income, international, asset classes