J.P.Morgan Home / Institutional Asset Management
/ Search Page
Results for: Refine by: Category Format Audience Topic Asset Class Date People
Sort by: Newest | Oldest | Relevance 41/50 of about 128 Results While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding The strength of the US economy is pushing rates higher, and the US dollar is following suit. But can this cyclical support for the currency continue, or will the structural headwinds prevail? 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. Weakness in the global economy has been almost entirely driven by the manufacturing sector. With recent data showing tentative signs of a recovery, what could be the implications for bond markets? 11_1088 The ECB’s forceful stimulus package surprised investors with an open-ended approach to a relaunched QE—asset purchases of €20 billion per month will continue until inflation starts to rise. China’s monetary and fiscal efforts to manoeuvre a soft landing and cope with pressure from increased trade tensions are beginning to pay off. What are the broader implications? The results of the US midterm elections were largely in line with expectations, with one important wrinkle. With macroeconomic fears dominating the airwaves, the Federal Reserve (the Fed) may need to prepare to take a less predictable course. J.P. Morgan 2019 LTCMA Macroeconomic Assumptions
You are about to leave the J.P. Morgan Institutional Asset Management site
Please click below to continue or select the exit option on the right to remain on this site.
SELECT YOUR COUNTRY
(All sites are in English)
For countries not shown above, please close the window to exit the site.