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Weekly Market Recap

Start the week off right with this one-page snapshot of headlines and market performance.
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Weekly Market Recap

Start the week off right with this one-page snapshot of headlines and market performance.
Continue Reading

Weekly Market Recap

Start the week off right with this one-page snapshot of headlines and market performance.
Continue Reading

Weekly Market Recap

Start the week off right with this one-page snapshot of headlines and market performance.
Continue Reading

Weekly Market Recap

Start the week off right with this one-page snapshot of headlines and market performance.
Continue Reading

Weekly Market Recap

Start the week off right with this one-page snapshot of headlines and market performance.
Continue Reading

Weekly Market Recap

Start the week off right with this one-page snapshot of headlines and market performance.
Continue Reading

Weekly Market Recap

Start the week off right with this one-page snapshot of headlines and market performance.
Continue Reading

Weekly Market Recap

Start the week off right with this one-page snapshot of headlines and market performance.
Continue Reading

Weekly Market Recap

Start the week off right with this one-page snapshot of headlines and market performance.
Continue Reading

Weekly Market Recap

Start the week off right with this one-page snapshot of headlines and market performance.
Continue Reading

Weekly Market Recap

Start the week off right with this one-page snapshot of headlines and market performance.
Continue Reading

What are P/E ratios implying for the markets - Chart of the week

Stocks are likely to get more expensive, but not because investors are bidding them up. This chart juxtaposes the forward P/E ratios with the implied earnings trend from that forward P/E, and shows that forward P/Es are rising—not because prices are rising, but because earnings are falling. This is due, in part, to the impact of falling oil prices and the rising U.S. dollar.
 
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Is the ECB’s QE too late? - Chart of the week

In the game of quantitative easing (QE), there are costs to being late. With eurozone inflation and yields at extremely low levels, this chart from the Market Insights team shows that the European Central Bank’s (ECB) latest QE move is coming late in the QE game.

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When will the Fed raise rates? Look at wages and job gains - Chart of the week

Despite a strong employment report, wage growth, which tends to have an inverse relationship with the unemployment rate, declined in December. This chart shows that investors should pay close attention to both job gains and wage growth for any developments that might change the Fed’s timeframe for raising rates.
 
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Investing for the long-term: Consider a barbell approach - Chart of the week

By Michael Cembalest
Investors should consider a “barbell” approach when thinking about rebalancing in 2015 and beyond.
 
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Tracking the business cycle

By Michael Hood

Economic cycles play a key role in driving capital market outcomes and why a tilt toward growth-sensitive assets is still warranted. This paper examines past and current business cycles, outlines the current stages of the U.S., UK and the euro area cycles, and looks at the relationship between business cycles and financial market performance.

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Chart of the week: Is it too late to buy into the European rebound?

This chart shows how there is still room for further gains in European equities as investors initiate or add to positions that they had largely eliminated in recent years.
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What is Market Views?
J.P. Morgan's Insights on key economic and market trends from our global market strategists.   

Our Global Strategists
Michael Cembalest
Chairman of Market and Investment Strategy
Dr. David Kelly
Chief Global Strategist and Head of Global Market Insights Strategy
James Liu
Global Markets Strategist

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2Q 2015 Guide To The Markets

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Tracking the business cycle

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