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.
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As China proceeds along its path of financial system liberalization, and investors have access to a greater array of opportunities, selection will be more important than ever.
Improving credit fundamentals, light tax-exempt supply and robust demand have driven the strong performance of municipal bonds in 2019.
The S&P 500 could hit 10,000 by the mid-2030s
Where is the value in emerging markets equities?
Investors were disappointedInvestors were disappointed that trade tensions re-escalated and the Fed viewed their actions as a “mid-cycle adjustment".
Explanation of the methodology applied to formulate the J.P. Morgan LTCMA Volatility and Correlation forecasts.