The performance of the US dollar significantly diverged from relative rate spreads
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
David Kelly, the Fed, interest rates
Market sentiment towards the Chinese currency has shifted significantly
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.