Markets Monthly: Have we reached the peak?

Each month, a member of our Client Investment Strategy team moderates timely discussions with specialists from our Global Equities and Global Fixed Income, Currencies and Commodities teams.

 

Fixed Income: Trouble with the curve?

What’s likely in store for the U.S. yield curve—and what does it imply about the future of the U.S. economy? Anthony Chan, Chief Economist for Chase Private Client, and Tom Kennedy, Fixed Income Strategist, engage in a timely discussion. Read Debunking the “bubble” theory, co-authored by Tom Kennedy, for more information.)

 

Equities: A higher climb

Anthony Chan, Chief Economist for Chase Private Client, and Clay Erwin, Global Head of Equities, offer an update on earnings projections, as well as identify which equity markets are poised for growth in the months ahead.

For ideas on how to incorporate these views into your portfolio in a way that is suitable for you, we invite you to contact your J.P. Morgan advisor.

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