Guide to the Markets – Daily Update
Daily comprehensive market and economic trends through clear and compelling charts.
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Guide to the Markets – Monthly Update
Recently updated with the latest available data, Guide to the Markets provides a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
Guide to the Markets – 4Q 2019
Updated quarterly, the Guide to the Markets provides a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
Guide to the Markets – 3Q 2019
Updated quarterly, the Guide to the Markets provides a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
On the Bench
Need more Guide to the Markets? Access an additional collection of Guide to the Markets slides, updated on a quarterly basis.
Dr. Kelly's Commentary: Waiting on the world to change
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Long Term Capital Markets Return Assumptions 2013 - Executive Summary
Executive summary of JPM's long-term capital market return assumptions
Cyclicals vs. defensives: The valuation imbalance
This bulletin recaps the second quarter earnings season and discusses the outlook for earnings for the rest of 2016.
U.S. Insurers’ CML Allocations
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Spread-Implied Ratings
Implications for insurance capital requirements