Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
This piece explores key themes from our Guide to the Markets, providing timely economic and investment insight.
A new way for our institutional investors to access and customize J.P. Morgan's intellectual capital.
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Investors are concerned about the deterioration of corporate debt quality.
Lending, borrowing and investing in a negative rate world
2011 estimates and the thinking behind the numbers. Executive summary
We cut the chances of recession to 25% after a thaw in the trade war and a year of rate cuts; our forecast is for sub trend growth. Favored sectors include emerging market local currency debt and higher rated short-duration securitized credit.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Executive summary of JPM's long-term capital market return assumptions