Cross-Asset Strategy: While growth risks are elevated, our base case looks for an acceleration in global growth in the second half of the year, led by China, and a moderation in inflationary forces that should allow central banks to pivot. Last week’s strong US jobs print should allay concerns that the economy has already slipped into recession, though cements the…
The J.P. Morgan View – Global Asset Allocation: UW Credit Relative to Equities and Commodities
A financial market resource for the every-day investor and trader.
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J.P. Morgan Raises Outlook
Seth Golden, , Research Reports, 0
The equity market is facing one of the best backdrops for sustained gains in years. After a prolonged period...
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J.P. Morgan: What was I made for: Large Language Models in the Real World
Seth Golden, , Research Reports, 0
On markets, not much has changed since our August Rasputin piece. While most leading indicators point to weaker US...
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Leuthold Group: The Job Market Just Rescinded A Recession Signal
Seth Golden, , Research Reports, 0
For those disappointed that February’s employment report won’t be released until March 10th, we have something to consider in...
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Uncertainty Is Only Temporary For Markets
Seth Golden, , Research Reports, 0
This past trading week, the markets continued to look beyond the rising COVID-19 infection rate and toward a future...
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Yields Take Center Stage Ahead of Q3 2018 Earnings Season
Seth Golden, , Research Reports, 0
There is a great deal to discuss in this week’s research report, but we would be remised if we...
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The S&P 500 Corporate Profit Tree Continues to Grow Above Expectations
Seth Golden, , Research Reports, 0
Let’s get right to the heart of the matter and as we look forward to the coming week, which...
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Merrill Lynch: Capital Market Outlook
Seth Golden, , Research Reports, 0
Macro Strategy—QT Kicks into Second Gear: Financial conditions are likely to remain under pressure as the Federal Reserve’s (Fed)...
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