For the first time in 20 years, markets will have to survive without support from central banks.
Predicting recessions is not easy and we do not claim to have uncovered a perfect crystal ball. What we have developed is a framework for tracking the risks, and potential magnitude, of a downturn in the US economy.
In this year���s Holiday Eye on the Market, Michael records a note to his spouse on her father, the 2020 US Presidential election, and what might be the widest ideological divide in 100 years.
As we hold our latest Investment Quarterly meeting, we take a look at how 2019 has played out so far. Dovish central bank policy has propelled markets to strong returns, but trade remains a key risk.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
LTCMA 2019 Theme: Will debt be a drag? Dealing with the upward shift in government debt.
J.P. Morgan 2019 LTCMA Alternative Assumptions
JP Morgan's 2019 Long-Term Capital Market Assumptions abbreviated version of the full white paper
Our experts model differerent forms of private credit over multiple market cycles