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.
U.S. stocks rallied this week and the S&P 500 posted its single best day in roughly eight months, welcome news to investors struggling through recent volatility. Some of this performance may be tied to G20 summit optimism and cheaper starting valuations.
A new way for our institutional investors to access and customize J.P. Morgan's intellectual capital.
Equity solutions for volatile markets
This paper examines the recovery progress seen in European markets since the start of 2015.
2011 estimates and the thinking behind the numbers. Executive summary
Executive summary of JPM's long-term capital market return assumptions
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding