Risk Aversion Dominates U.S. Equities
In the flight from volatility, look to financial sector stocks as a longer-term value play.
July 20, 2016
Daily Agenda: Bank of England Hold Rates as Pound Spikes
PM May taps Boris Johnson as foreign secretary; Blackrock profits fall while JPMorgan beats estimates; EU regulators hit Alphabet with new allegations; Fed on Brexit risks.
July 14, 2016
The Short- and Long-Term Economic and Market Impact of a Brexit
Expect macroeconomic fluctuations in response to the outcome of the referendum on Thursday to have microeconomic knock-on effects.
June 21, 2016
Daily Agenda: Bank of Japan Pauses but Says It’s Ready to Act
Yen appreciates against the dollar; five U.S. states vote in primaries today; China explores taxing currency trades.
March 15, 2016
Video - All-Europe Research Team
United Kingdom: Three Reasons to Be Bearish
Christian Kern, who leads the J.P. Morgan team that outpaces all others when it comes to coverage of the euro zone’s second-largest economy, explains why investors should underweight U.K. equities.
February 8, 2016
3 Investment Insights to Solidify Your Long-Term Strategy
According to J.P. Morgan research, investors who are willing to take on risk are on track to see better returns in the coming year.
December 17, 2015
Daily Agenda: Chinese Industrial Data Weak but Consumption Rises
Major Chinese cement company becomes latest to default on renminbi-denominated bonds; Anheuser-Busch InBev and SABMiller make merger official; employment data for U.K. improves.
November 11, 2015
Daily Agenda: The Week Ahead, October 12 – 18, 2015
Macro data points will provide clues to central bankers’ next moves; Wall Street earnings under the microscope; World Food Day spotlights global food security.
October 10, 2015
Watching the Central Banks: Bonds in the Second Half of 2015
Divergence between the Fed and the ECB and Bank of Japan set up opportunities in deviating rates and forex.
June 30, 2015
Daily Agenda: For Global Equity Markets It’s Déjà Vu All Over Again
Japanese consumer spending shows signs of life though J.P. Morgan dims growth outlook; rare-earth mining company Molycorp Inc. files for Chapter 11.
June 26, 2015