Global Liquidity Market & Portfolio Commentary - J.P. Morgan Asset Management
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Global Liquidity Market & Portfolio Commentary

Q1 In Review

In Brief
Americas
  • The first quarter was a complete reversal of the volatility we experienced in 4Q18 with sentiment turning positive and strong performance from risk assets.
  • Economic data released in the first quarter supported our expectation that growth will be slower this year than in 2018. Residual seasonality, the government shutdown and tighter financial conditions all put a drag on first-quarter growth.
  • The Fed kept rates unchanged at its March Federal Open Market Committee (FOMC) meeting, a move that was widely anticipated, but turned more dovish than expected by lowering its forecast for rate hikes from two to zero in 2019, and announcing its intention to end balance sheet runoff in September of this year.
Download the full Americas commentary   Download the full UK and Europe commentary    Download the full APAC commentary  

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