Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
Markets, economy, stocks, growth, global, fixed income, international, asset classes
The potential for unilateral US currency intervention arose as a topic of research interest last year, and discussion has intensified over recent weeks.
We expect the US dollar to underperform ahead of the first Federal Reserve (the Fed) interest rate cut of this cycle.
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
EURUSD should be rangebound
David Kelly, the Fed, interest rates
Executive summary of JPM's long-term capital market return assumptions
Full report detailing JPM's long-term capital market return assumptions
Executive summary of JPM's long-term capital market return assumptions for 2013