JP Morgan
JP Morgan: Global Asset Allocation Views 1Q 2022
Insights and implications from the Multi-Asset Solutions Strategy Summit 12/13/2021 In Brief Despite, or perhaps because of, the new omicron variant of COVID-19, stock markets seem determined to close out 2021 near all-time highs. Immediately following U.S. Thanksgiving, Omicron looked to have given markets a bloody nose and scotched hopes of a “Santa Claus rally.” […]
JP Morgan: What’s Driving the Volatility?
Rollercoaster weeks like this one are expected. Here’s what you need to know. Our Top Market Takeaways for July 23, 2021. Market thoughts: A wild ride After a bad case of the Mondays, investors swooped in to buy the dip. Cyclical stocks (those most tied to the ebb and flow of the economy) and […]
JP Morgan: Are Sinking Bond Yields Signaling a Shift in Investors’ Expectations?
The 10-year yield just hit its lowest level since February. Here’s what’s driving the decline. Our Top Market Takeaways for July 9, 2021. Markets in a Minute Wither rates Just six weeks ago, we argued that the economy was a long way from overheating. How quaint. This week, we have to argue that the economy is […]
JP Morgan: 4Q 2020 Global Asset Allocation Views
Insights and implications from the Multi-Asset Solutions Strategy Summit In brief THE VOLATILITY IN GLOBAL EQUITY MARKETS SINCE LABOR DAY CONTRASTS MARKEDLY WITH THE SERENE UPWARD MARCH OF STOCK PRICES THAT CHARACTERIZED THE SUMMER MONTHS. The combined effect of improving macro data, a better than expected earnings season and a decline in virus cases in […]
JP Morgan: COVID-19 Impacts Across Markets
Highlights from the Global Research team on the implications of COVID-19 for the global economic and markets outlook. Each week, we will feature the key reports published. Cross-Asset Views Global Asset Allocation: Staying the Course, Awaiting a Recovery J.P. Morgan Global Asset Allocation The pace of equity gains has moderated over […]
JP Morgan: What does the coronavirus mean for investors?
Financial markets have fallen sharply on concerns of the coronavirus, a respiratory illness first identified in Wuhan, China, spreading globally. While the headlines have been worrying, and no loss of human life is insignificant, it is important to understand the facts. The framework we have adopted for discussing this virus is to consider the three […]