Daily comprehensive market and economic trends through clear and compelling charts.
The Armageddonists and the price of fame.
Start the week off right with this one-page snapshot of headlines and market performance.
Armageddonists and the portfolio cost of fear, 2010-2019
EM should continue to provide a substantial economic growth alpha relative to developed markets due to better demographics and a productivity catch-up.
For investors peering into 2020, it is likely that U.S. monetary policy will remain on hold for the time being.
U.S. equities posted an upgrade in J.P. Morgan’s 2020 long-term return outlook. Explore detailed forecasts across global markets.
With little room for the unemployment rate to fall lower, many economists are growing increasingly concerned with the availability of labor supply and, the prospects for near-term economic growth.
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
Long-Term Capital Market Assumptions Executive Summary