Michael looks at the midterms: GOP gains in the Senate, an historic loss in the House given economic and market conditions, and what it means for investors.
Trade policy is of first-order importance in a more connected world, and markets have been reacting nervously to U.S. trade disputes.
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
What investors should consider
Market sentiment towards the Chinese currency has shifted significantly
Equities continue to look attractive relative to fixed income, and could very well move higher in the short-term given firmer economic data and a Fed on hold.
David Kelly, the Fed, interest rates
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.