Markets, economy, stocks, growth, global, fixed income, international, asset classes
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.
The performance of the US dollar significantly diverged from relative rate spreads.
Market sentiment towards the Chinese currency has shifted significantly
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
Technology, productivity and the labor force
Read J.P. Morgan’s 2020 long-term forecast for GDP growth and inflation. This year’s LTCMA sees mostly lower growth and steady inflation.
J.P. Morgan 2019 LTCMA Macroeconomic Assumptions