2018 has been another year of American exceptionalism in equity markets.
Michael looks at the midterms: GOP gains in the Senate, an historic loss in the House given economic and market conditions, and what it means for investors.
In this year’s Holiday Eye on the Market, Michael records a note to his spouse on her father, the 2020 US Presidential election, and what might be the widest ideological divide in 100 years.
Market volatility has come back with a vengeance. However, higher market volatility is normal in the later stages of an economic cycle.
This bulletin, written by Dr. David Kelly, examines the impact of weak Chinese markets on the U.S. economy in early 2016.
LTCMA 2017 Macroeconomic Assumptions
2018 has been another year of American exceptionalism in equity markets, with our enthusiasm tempered by the tech-dependence of equity returns, high valuations, fading stimulus and constitutional/tariff risks.
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.