The Fed’s June announcement of a pause with further rate hikes to come has extended the uncertainty of whether an inverted curve and persistent policy tightening will ultimately lead to a recession. The business cycle is a critical investment issue because the relative returns of many assets depend on the state of the macro economy. This study examines the Consumer…
Macro Strategy—Soft Landing in Progress?: U.S. economic growth remains sturdy, and favorable recent inflation dynamics give the Federal Reserve...
Despite another positive weekly performance by the S&P 500 (SPX) this past trading week, it didn’t really feel that...
Hindsight is 20/20, as they say, but regret is front of mind and stickier than even inflation proposes. When...
Investors are hopeful that April proves a better month for equities than did March and after closing out a...
Some macroeconomic storm clouds are brewing. Markets are fleeing for shelter in Treasuries, leaving behind almost everything else, including...
The table has turned. In 2022, the S&P 500 (SPX) and peer indices finished the first half of the...
Welcome to our latest weekly research report where we’ll be discussing our usual topics surrounding the economy and financial...
Every time the market falls a little, we worry it’s going to fall a lot. ~Michael Batnick When it...
JPM Market Recap
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JPM Research Note
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JP Morgan Market Volatility Report
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