Market Insights

Simplify the complex with our timely and thought-provoking insights on market events and outlook and make informed investment decisions more confidently.

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Guide to the Markets

The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs.

Guide to Alternatives

Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.

Eye on the Market

Explore Eye on the Market, timely commentary that offers views on the economy, markets, and investment portfolios by Michael Cembalest.

A good investor knows their tools

Part of being a good builder is knowing what tools to use. Is something being demolished? Get a sawzall and a sledge hammer.

Could the policy response to Covid-19 lead to a resurgence in inflation?

Will inflation return after COVID-19? Explore the thoughts of our experts as they review the effects COVID-19 will have on a post-coronavirus economy.

EU agrees on budget and recovery fund: A step towards more integration

After four days of negotiations the European Union (EU) council has come to an agreement on a EUR 1,074 billion Multiannual Financial Framework and a EUR 750 billion Next Generation EU recovery fund.

Bank of England boosts its bond-buying plans

Today the Bank of England (BoE) announced an increase to its planned asset purchases of GBP 100bn, taking the purchase target to GBP 300bn in total.

Why are people talking about Brexit risks...again?

Brexit risk is not a thing of the past. As the 11-month transition period progresses, look out for the negotiations to become a source of heightened volatility.

The European Central Bank levels up its stimulus efforts

Today’s actions from the European Central Bank (ECB) were at the upper end of market expectations.

Will the Fed cause inflation?

The balance sheet of the U.S. Federal Reserve (Fed) has increased by 2.9 trillion USD since the start of March, meaning that in just over eleven weeks it has grown more than it did in the five years following the Financial Crisis.

How will COVID-19 affect Sustainable Bonds?

Global governments have been swift and bold in supporting their economies, building a bridge to get consumers, small businesses and corporates over the present abyss to the other side. Given the unknown breadth and depth of the abyss, more stimulus may be required.

Has all EM behaved the same way this year?

Year-to-date, emerging market (EM) equities are down -17.6%, as a combination of the COVID-19 recession and the oil price shock has led to downward revisions to earnings expectations, as well as weaker currencies relative to the U.S. dollar.

Income hunting: If life was tough before, it’s even tougher now

While dividends in some regions are likely to face pressure in the coming months, now is not the time to give up on equities as a key source of income for multi-asset portfolios.

COVID-19 shows ESG matters more than ever

The COVID-19 crisis is causing short-term ESG repercussion and longer-term shifts. Find out why sustainability has never been more important for investors.

Does this recession favour growth stocks?

With growth stocks continuing to outperform value stocks in this recession, Global Market Strategist Michael Bell looks at why growth has been so dominant and whether it can continue to outperform value.

The European Central Bank aims to ‘thread the needle’

The leader of the European Central Bank (ECB) has become very familiar with the challenge of ‘threading the needle’ in recent years and the test facing Christine Lagarde today was no different.

Monitoring the global impact of COVID-19

The spread of the coronavirus and its impact on global economic activity has materially changed the investment outlook for 2020. In this piece we provide a framework for tracking infection rates globally and monitoring the impact on economic activity.

The Great Glut: A historic supply and demand shock in the oil market

Rising production and collapsing demand due to the COVID-19 pandemic is causing an unprecedented glut in the oil market. As a result, we are currently witnessing a pronounced supply and demand shock that has sent oil prices to a multi-year low.

How bad will the Covid-19 recession be?

We assess how bad the COVID-19 recession will be, considering disease containment time, pre-existing economy vulnerabilities, and the global policy response.

What does the latest oil price collapse mean for investors?

It is important to avoid trying to predict the future; rather, clients are best served by monitoring the present situation and maintaining composure.

Do investors need to worry about a Japanese-style stagnation in Europe?

Demographics, debt, and equities have caused past stagnation of the Japanese economy. Discover whether Europe’s similarities could lead to the same fate.

Three reasons investors could return to UK stocks post Brexit

Brexit uncertainty is not over. But that wasn’t the only thing holding back UK stocks, and investors could be tempted back to the market.

A menu of options for income-hungry investors

The late stage of the economic cycle poses challenges for investors seeking income. Explore risks investors may add to portfolios whilst hunting for yield.

Should investors worry about inflation?

Investors are now asking whether inflation could return, threatening the rally in financial markets.

How will the 2020 US presidential election affect markets?

Historically, S&P 500 volatility has been higher in election years than in non-election years. Learn more on how the 2020 election may impact the market.

Karen Ward

2 years with J.P. Morgan

16 years in the Industry

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Ambrose Crofton

4 years with J.P. Morgan

4 years in the Industry

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Tilmann Galler

12 years with J.P. Morgan

19 years in the Industry

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Hugh Gimber

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Vincent Juvyns

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Jai Malhi

6 years with J.P. Morgan

6 years in the Industry

View Full Profile

Michael Bell

4 years with J.P. Morgan

12 years in the Industry

View Full Profile

Maria Paola Toschi

12 years with J.P. Morgan

12 years in the Industry

View Full Profile

Karen Ward

Ambrose Crofton

Tilmann Galler

Hugh Gimber

Vincent Juvyns

Jai Malhi

Michael Bell

Maria Paola Toschi

Article Tags: Market Insights

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Market Insights

Stay Current

EXPLORE OUR MOST POPULAR INSIGHTS

Guide to the Markets

Guide to Alternatives

Eye on the Market

Karen Ward

Ambrose Crofton

Tilmann Galler

Hugh Gimber

Vincent Juvyns

Jai Malhi

Michael Bell

Maria Paola Toschi

Karen Ward

Ambrose Crofton

Tilmann Galler

Hugh Gimber

Vincent Juvyns

Jai Malhi

Michael Bell

Maria Paola Toschi

Copyright 2020 JPMorgan Chase & Co. All rights reserved.

Market Insights

Stay Current

EXPLORE OUR MOST POPULAR INSIGHTS

Guide to the Markets

Guide to Alternatives

Eye on the Market

LATEST COMMENTARY

A good investor knows their tools

Could the policy response to Covid-19 lead to a resurgence in inflation?

EU agrees on budget and recovery fund: A step towards more integration

Bank of England boosts its bond-buying plans

Why are people talking about Brexit risks...again?

The European Central Bank levels up its stimulus efforts

Will the Fed cause inflation?

How will COVID-19 affect Sustainable Bonds?

Has all EM behaved the same way this year?

Income hunting: If life was tough before, it’s even tougher now

COVID-19 shows ESG matters more than ever

Does this recession favour growth stocks?

The European Central Bank aims to ‘thread the needle’

Monitoring the global impact of COVID-19

The Great Glut: A historic supply and demand shock in the oil market

How bad will the Covid-19 recession be?

What does the latest oil price collapse mean for investors?

Do investors need to worry about a Japanese-style stagnation in Europe?

Three reasons investors could return to UK stocks post Brexit

A menu of options for income-hungry investors

Should investors worry about inflation?

How will the 2020 US presidential election affect markets?

Karen Ward

Ambrose Crofton

Tilmann Galler

Hugh Gimber

Vincent Juvyns

Jai Malhi

Michael Bell

Maria Paola Toschi

Karen Ward

Ambrose Crofton

Tilmann Galler

Hugh Gimber

Vincent Juvyns

Jai Malhi

Michael Bell

Maria Paola Toschi