While Europe faces some of the macro challenges that have plagued Japan for the last 30 years, investors shouldn’t oversimplify and extrapolate into a dismal outlook for European stocks.
In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart war about Trump, Hoover, Taft, Rachel Maddow and Anderson Cooper.
A summary of the factors driving global markets over the last month.
Our Market Insights team take a look at the political event of 2020 and how the US election may affect financial markets.
The Armageddonists and the price of fame.
Discover why our long-term currency assumptions call for major currencies to appreciate against the USD with J.P. Morgan’s LTCMA 2020.
Read J.P. Morgan’s 2020 long-term forecast for GDP growth and inflation. This year’s LTCMA sees mostly lower growth and steady inflation.
Explanation of the methodology applied to formulate the J.P. Morgan LTCMA Volatility and Correlation forecasts.