Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
J.P. Morgan 2019 LTCMA Macroeconomic Assumptions
J.P. Morgan 2019 LTCMA Equity Market Assumptions
J.P. Morgan 2019 LTCMA Volatility Assumptions
J.P. Morgan 2019 LTCMA Currency Exchange Rate Assumptions
Predicting recessions is not easy and we do not claim to have uncovered a perfect crystal ball. What we have developed is a framework for tracking the risks, and potential magnitude, of a downturn in the US economy.
Is China still the wildcard in domestic equity markets?
Monthly Market Review - August