Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
Equity solutions for volatile markets
As the U.S. becomes entirely self-sufficient and even begins to become a net exporter of oil, it is likely to keep a lid on oil prices in the long-term.
Negative effects would occur in the context of an economy less energized by fiscal stimulus than was the case last year.
Given current and projected productivity and labor supply dynamics, productivity is unlikely to provide a significant lift to future growth.
Last week’s employment report showed the U.S. unemployment rate falling to 3.6%, a multi-decade low. With little room for the unemployment rate to fall lower, many economists are growing increasingly concerned with the availability of labor supply and, in
J.P. Morgan 2019 LTCMA Equity Market Assumptions
LTCMA 2019 Theme: The evolution of market structure. Managing illiquidity risk across public and private markets.
Refined and expanded over 23 years, our in-depth, proprietary process provides 10- to 15-year risk and return projections for more than 50 strategy and asset classes.
LTCMA 2019 illustration managing illiquidity risk across public and private markets.