The biggest problem in U.S. productivity growth has been a decline in investment spending.
Interest Rate Policy
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
Discover how growth stocks have surpassed value stocks since 2007, and the economic scenarios in which value could once again outperform growth stocks.
Brexit uncertainty is not over. But that wasn’t the only thing holding back UK stocks, and investors could be tempted back to the market.
The S&P 500 could hit 10,000 by the mid-2030s
Our Market Insights team take a look at the political event of 2020 and how the US election may affect financial markets.
Despite the Swiss National Bank (SNB) continued to characterise the Swiss franc as highly valued, we suggest that any overvaluation may be illusory.
A summary of the factors driving global markets over the last month.