JP Morgan
JP Morgan: Global Asset Allocation Views 2Q 2025
In brief U.S. growth is slowing rather than stalling; we see GDP modestly below trend by year-end, but believe the Fed has sufficient room to cut rates quickly should growth fall sharply. Policy uncertainty remains elevated with tariffs a near-term downside risk, potentially offset by upside risks from tax cuts and deregulation later in […]
JP Morgan: Global Asset Allocation Views 4Q 2024
In brief Active allocation views These asset class views apply to a 6- to 12-month horizon. Up/down arrows indicate a positive (▲) or negative (▼) change in view since the prior quarterly Strategy Summit. These views should not be construed as a recommended portfolio. This summary of our individual asset class views indicates strength of conviction […]
JP Morgan: U.S. Economy Hoping For A Boring 2024
Provided the economy transitions to 2% growth and 4% unemployment, inflation should continue its steady downward trend. Our baseline U.S. economic forecast for 2024 can be summed up by the number 2024 – 2% growth, 0 recessions, 2% inflation and unemployment staying at roughly 4%. However, there are clearly risks that could divert us from […]
JP Morgan: De-dollarization
Key takeaways The U.S. dollar is the world’s primary reserve currency, and it is also the most widely used currency for trade and other international transactions. However, its hegemony is in question, especially in light of the ongoing Russia-Ukraine crisis. “The risk of de-dollarization, which is a periodically recurrent theme throughout post-war history, has […]
JP Morgan: Global Asset Allocation Views 4Q 2023
In brief Source: https://am.jpmorgan.com/us/en/asset-management/adv/insights/portfolio-insights/asset-class-views/asset-allocation/
JP Morgan: Global Fixed Income Views 4Q 2023
In brief Source: https://am.jpmorgan.com/us/en/asset-management/adv/insights/portfolio-insights/asset-class-views/fixed-income/
JP Morgan: 5 Factors For Investors To Consider
Market update: Off to the races With a gain of more than 2%, the S&P 500 is headed into the weekend firmly above 4,000 for the first time since mid-December. The breadth of the rally was wide, with nearly 400 stocks in the green on the week. The tech-laden NADSAQ 100 outperformed, with its +4% […]
JP Morgan: Big Market Swing Are Tough, But Staying Invested Is Crucial
Market volatility can be nerve-racking, but it can also present new opportunities. Here are five time-tested ideas for helping investors weather the storm. Our Top Market Takeaways for September 16, 2022 Market update: Can’t take the heat It was another week dominated by inflation, and markets felt the heat. The higher-than-anticipated U.S. August CPI […]