In an environment already characterized by low inflation and low interest rates, monetary stimulus will likely continue to be relatively ineffective.
Listen to our 2019 LTCMA themes and forecasts.
J.P. Morgan 2019 LTCMA Equity Market Assumptions
LTCMA 2019 Theme: Will debt be a drag?
J.P. Morgan 2019 LTCMA Fixed Income Assumptions
J.P. Morgan 2019 LTCMA Macroeconomic Assumptions
J.P. Morgan 2019 LTCMA Volatility Assumptions
LTCMA 2019 Theme: The evolution of market structure. Managing illiquidity risk across public and private markets.
LTCMA 2019 Theme: Smaller cycles in a trend: The growing stability of the global economy.
J.P. Morgan 2019 LTCMA Currency Exchange Rate Assumptions