The J.P. Morgan View Pandemics, climate change catastrophes and markets The J.P. Morgan View: Pandemics, climate change catastrophes and markets. Fri Jan 24 2020 Cross asset strategy: Markets had been vulnerable to an eventual correction given signs of exuberance such as strong price momentum, high valuations and overweight positioning, but a pandemic is rarely on anyone’s list of negative catalysts…
J.P. Morgan Takes A look At Pandemics, Climate & Markets
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History of Markets Is On Full Display and Trending…
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The S&P 500 (SPX) flip flopped this week, but spent the last few days hovering around a 40-point range....
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Thank you for joining us on this journey through the markets in 2021. To review the latest State of...
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Global Macro spotlight by Gary Schlossberg, Global strate We believe investors looking beyond this year’s expected economic boom can...
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Cross-asset strategy: This week’s Fed reiteration that it won’t hike for about three years despite extraordinary fiscal stimulus...
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Will spending take a post vacation break?
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Key talking points Bank of America aggregated credit and debit card spending was up 11% year-over-year (YoY) in June....
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The Major Trend Index remained at a High Neutral reading of +1 in the week ended May 17th. While...
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No Clear Path to Easier Financial Conditions Financial conditions are a key transmission mechanism for monetary policy and geopolitical...
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