J.P. Morgan 2019 LTCMA Volatility Assumptions
The path of the U.S. dollar: Looking forward by looking back
How demographic change will affect savings, growth and interest rates
Technology, productivity and the labor force
Developed market governments aren’t tackling high public debt levels, dating back to the global financial crisis. Will high debt to GDP lead to political pressure on central banks to keep rates low?
Recessions are milder and less frequent, while recoveries are weaker. The business cycle has not been eliminated, but perhaps it has been tamed.
Is your portfolio fit to clear late-cycle hurdles? We consider plausible recession scenarios and how they might challenge different types of investors to survive the short term so they can thrive in the long term.
Measuring book yield correctly
The stakes are high, since the internet has been a key driver of growth and consumer welfare for the last 20 years. What are the implications if Net Neutrality is repealed?
Cyclically lower, structurally unchanged