In this month���s podcast, 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.
A brief note on the latest price action in equity markets, how business cycles end, and how markets are being left to fend for themselves without central bank intervention for the first time in 20 years.
In this Eye on the Market, Michael provides an update on the credit risk of US states based on their unfunded pension and retiree healthcare obligations.
Michael recaps the self-inflicted wounds of the Section 301 tariffs, and recaps his meetings in DC with a group of Congressmen to discuss debt, deficits and financial markets.
What investors should consider
Learn more about J.P. Morgan���s views on fixed income, the economy and markets.
An alternative risk premia strategy is itself more diversified than a diversified growth fund or an all-equity portfolio.
The theory of negative interest rates is straightforward, but the practice is not. What do negative rates mean for savers?