Eye on the Market: The Verdict
The performance of the US dollar significantly diverged from relative rate spreads
Market sentiment towards the Chinese currency has shifted significantly
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Full report detailing JPM's long-term capital market return assumptions
Executive summary of JPM's long-term capital market return assumptions
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy