What do our long-term growth and inflation forecasts say about today’s economy?
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
The performance of the US dollar significantly diverged from relative rate spreads.
The performance of the US dollar significantly diverged from relative rate spreads
Our commodities strategies leverage the insights and expertise of our global platform to guide commodity positioning and risk-taking.
Market sentiment towards the Chinese currency has shifted significantly
2014 has brought a turning point in that economic growth and market returns have stabilized, while the world economy has returned to normal. In this paper, discover how JPMC's long-term assumptions (from the last decade) have stood the test of time.
EURUSD should be rangebound
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone’s relatively better balance of payments position.