Cross-Asset Strategy: As geopolitical risks intensified over the past month, our OWs in Commodities and Energy stocks outperformed, while other exposures, such as European stocks and Banks, underperformed. Looking ahead, we think it is important to remember what path we were on before the crisis started: namely, the global economy was on track to accelerate sharply on re-opening from the…
There are now at least 4 key ingredients drawing upon investor fears and which have resulted in a May,...
Like many retail names, J.C. Penney (JCP) has reported a disappointing holiday sales period. With the retailer’s CEO previously...
Our weekly State of the Market video and macro-market weekend Research Report are postponed due to holiday weekend. In...
Slower spending growth in February The growth in Bank of America credit and debit card spending per household decelerated...
Cross-asset Strategy: Stocks and bonds continued to sell off last week on central bank hawkishness. The hawkish Fed outcome...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we take a...
If you’re not hedged already, there is probably no better time than the present to start considering how to...
JPM Market Recap
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JPM Research Note
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JP Morgan Market Volatility Report
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