LTCMA 2019 illustrated infographic dealing with upward drift in government debt.
J.P. Morgan 2019 LTCMA Currency Exchange Rate Assumptions
The year started with global macro data and quantitative valuations moving in opposite directions. Can this trend continue, or will one side give way?
THE INVESTMENT OUTLOOK FOR 2019: MID-YEAR UPDATE
US businesses are signalling that the trade war is adversely impacting them.
LTCMA 2019 infographic illustrating key factors driving past recessions and what future recessions will look like
LTCMA 2019 Theme: Will debt be a drag? Dealing with the upward shift in government debt.
While no deal is not the most likely scenario in our view, the risks are rising. The UK outlook is binary. A Brexit deal could see sterling bounce to 1.40 against the dollar, but no deal on 31 October could see a further slump to 1.10.
Despite the recent resurgence of growth worries, we maintain the view we expressed in February that Chinese growth will accelerate this year. This should be supportive for fixed income risk assets, especially if higher growth feeds through to other region
JP Morgan's 2019 Long-Term Capital Market Assumptions