We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
LTCMA 2019 Theme: Smaller cycles in a trend: The growing stability of the global economy.
Mostly stable, mostly moderate
The impact of technology on long-term potential economic growth
J.P. Morgan 2019 LTCMA Macroeconomic Assumptions
LTCMA 2019 illustrated infographic dealing with upward drift in government debt.
How demographic change will affect savings, growth and interest rates
J.P. Morgan 2019 LTCMA Currency Exchange Rate Assumptions
LTCMA 2019 infographic illustrating key factors driving past recessions and what future recessions will look like
The tide has turned for the U.S. dollar