Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.
Without a dramatic improvement in the next few weeks the Fed will likely be forced into further rate cuts before the end of the year.
Disruption and the core infrastructure investor
Brexit uncertainty is not over. But that wasn’t the only thing holding back UK stocks, and investors could be tempted back to the market.
Trade barriers, once constructed, are not easy to remove and their implementation is likely provide a slower backdrop for financial market performance.
A new way for our institutional investors to access and customize J.P. Morgan's intellectual capital.
With last year’s stock market volatility continuing into the first week of 2019, it is clear that investors are anxious. This anxiety is not without merit: indeed, economic data over the last two weeks seem to suggest a material slowdown in growth.
US economy, equities
Core infrastructure’s growing role in institutional portfolios