Trade barriers, once constructed, are not easy to remove and their implementation is likely provide a slower backdrop for financial market performance.
This bulletin, written by Dr. David Kelly, examines the impact of weak Chinese markets on the U.S. economy in early 2016.
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Investors are concerned about the deterioration of corporate debt quality.
In the third quarter, emerging market (EM) earnings and earnings expectations cycles finally began to turn. Reported profits and margins rebounded off their cyclical lows and earnings estimates moved out of negative territory, diminishing a headwind that
Global markets and multi-asset portfolios
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
Following two years of double-digit positive performance, emerging market (EM) equities have reversed course this year.
Markets have bounced back nicely in 2019 after a volatile December due to concerns of rising rates, peak economic and earnings growth and geopolitical tensions.