A weekly update assessing the market-moving events in the global economy and political landscape that may have the potential to impact your portfolio.
This week, AI underperformed while fixed income shined. Here’s our take on a week of volatile market moves.
As we set course for the upcoming rate-cutting cycle, here’s what we learned from August’s highs and lows.
As we prepare to say so long to summer, we thought it apt to review some investing basics for the year ahead.
Position your portfolio for the coming rate cuts
Aug 16, 2024Fluctuations are no reason to sit still. Here are some actions investors can take.
Our thoughts on the Fed’s recent news, AI spending and geopolitics.
Aug 2, 2024We assess whether there could be real market impact and how investors might prepare.
Jul 26, 2024What the change at the top of the Democratic ticket might mean for investors.
There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?
Jul 19, 2024The S&P 500 is up big time year-to-date. That doesn’t mean you should wait on the sidelines.
Jul 12, 2024The markets have had a great six months. But we still see opportunities.
Jul 3, 2024We break down common concerns, share possible scenarios, and discuss how policymakers and investors might respond.
We answer your top questions with the help of our favorite summer tracks.
This week’s macro mania gave us confidence in our Mid-Year Outlook. How can investors respond?
Ahead of our Mid-Year Outlook, we discuss what we’ve gotten right and wrong so far this year.
Jun 7, 2024Predicting where the market might be headed can be complex and overwhelming, but the real key to investing can be as simple as…
It’s been a paradox of progress for investors in 2024. But what’s the market’s secret to success—and what could come next?
With 2024’s tale still unfolding, we decipher between promising dynamics and looming threats
As earning season winds down, here’s what we’ve picked up
Risks abound—from high rates and frothy valuations to election uncertainty. Here’s how investors can stay vigilant.
Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.
As tensions in the Middle East have escalated recently, what does it mean for the economic and market landscape?
So long as growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.
Inflation, growth and the markets—here’s what you should know now.
The market has made over 20 new highs this year. Here’s what’s driving it and why the gains could continue.
Central banks have given the go-ahead on rate cuts. Is your portfolio ready?
Here’s where we stand as investors clash over inflation, stock market highs and Washington dysfunction.
The Fed. Big rally jitters. Elections. Markets may have seen this movie before.
From policy and earnings to geopolitics, here’s what could move markets in the year ahead.
Should an election year worry investors? Here’s why we don’t think so.
Reviewing your portfolio ahead of the new year? Here’s what you should keep in mind.
Despite the headwinds, a world in transition may offer an attractive entry point for long-term investors.
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All companies referenced are shown for illustrative purposes only, and are not intended as a recommendation or endorsement by J.P. Morgan in this context.
All market and economic data as of June 2023 and sourced from Bloomberg Finance L.P. and FactSet unless otherwise stated.
The information presented is not intended to be making value judgments on the preferred outcome of any government decision.
The S&P 500 Index is an unmanaged broad-based index that is used as representation of the U.S. stock market. It includes 500 widely held common stocks. Total return figures reflect the reinvestment of dividends. “S&P 500” is a trademark of Standard and Poor’s Corporation.
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