Waiting on the world to change
David Kelly, the Fed, interest rates
David Kelly, the Fed, interest rates
Full report detailing JPM's long-term capital market return assumptions
Executive summary of JPM's long-term capital market return assumptions
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Full report detailing JPM's long-term capital market return assumptions for 2013
Executive summary of 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
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
(All sites are in English)