The U.S. economy should slow but not stall in 2019 due to fading fiscal stimulus, higher interest rates and a lack of workers. Even as unemployment falls further, inflation should be relatively contained.
Each quarter, in the midst of earnings season, we write a market bulletin focused on U.S. corporate profitability.
In this episode, Michael Cembalest takes a look at the recent tariff announcements in the context of historical tariffs since 1900.
The yield curve, specifically its potential inversion, has become one of the most trusted signals of impending economic turmoil.
Factor investing through the cycle
Executive summary of JPM's long-term capital market return assumptions