Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Executive summary of JPM's long-term capital market return assumptions for 2013
Full report detailing JPM's long-term capital market return assumptions for 2013
With volatility in FX markets close to all-time lows, we explore the rising risks that could see larger moves in currencies going forwards.
Like summers, economic expansions do not last forever. The US recovery is now the second longest on record. There is nothing to suggest it will end in the near future, so the broad prognosis for risk assets remains good. But we know that—like weather fore
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
Over the past week financial markets have reacted negatively to the President���s announcement of tariffs on steel and aluminum, mainly due to fears of a trade war that could reduce global trade.
We explain why such an approach may not be warranted this year for investors in emerging market currencies.
We expect the US dollar to underperform ahead of the first Federal Reserve (the Fed) interest rate cut of this cycle.