The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
Global markets and multi-asset portfolios
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
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
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
Analysis of Japan's recent nation election. Positive market reaction also addressed.