Analysts Corner: 04/16/2024 – Stay Focused on Earnings
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
Source: Luke Gromen, FFTT
Inflation Wave Recedes in the Eurozone, Rises in the US
The latest data shows weaker eurozone inflation in March with headline running at 2.4% year-on-year, below the consensus forecast of 2.6%. Core inflation was also lower than anticipated at 2.9% YoY versus a consensus forecast of 3.1%.
Source: BNP Paribas
Stay Focused on Earnings
A growing chorus of voices has been fretting about “sticky” inflation over recent weeks. Last week’s U.S. inflation data raised it to a clamor.
Source: Neuberger Berman
Turtle Returns: The Hare and the Tortoise
Slow and steady doesn’t always win the race, but there is mounting evidence—including in our SPIVA® Scorecards—suggesting that it’s not a bad approach to the markets.
Source: S&P
Analysts Corner: 04/09/2024 – Strong US Economy Has Become the Consensus
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
Source: Luke Gromen, FFTT
Strong U.S. Economy Has Become the Consensus
Strong U.S. data has pulled up expectations of economic growth and inflation and put upward pressure on interest rates. That will put downward pressure on the economy, but it remains uncertain how much it will weaken the strong economy.
Source: Nordea
The Global Credit Cycle
Do global credit conditions affect local credit and business cycles? Using a large cross-section of equity and corporate bond market returns around the world, the authors construct a novel global credit factor and a global risk factor that jointly price the international equity and bond cross-section. They uncover a global credit cycle in risky asset returns and show that the global pricing of corporate credit is a fundamental factor in driving local credit conditions and real outcomes.
Source: FRBNY
2024, a Crucial Year for Artificial Intelligence
Artificial intelligence is a pivotal theme driving the digital transformation across all sectors of the global economy. As the technology continues to proliferate into new applications, 2024 is already shaping up to be a crucial year in the development of the investment opportunities that AI offers.
Source: BNP Paribas
Analysts Corner: 04/02/2024
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
Source: Luke Gromen, FFTT
2024 2Q outlook: Adapting to High Tide
Source: Nuveen
Building Resilient Portfolios through Diversification
Source: Vanguard
Are Consumers Weakening?
Source: MLIM
Analysts Corner: 03/26/2024
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
Source: Luke Gromen, FFTT
Upgrading Our Q2 Growth Forecast
Source: BMO
One Hike, Three Hints, and a Surprise Rate Cut
Source: PIMCO
Doves! Ready for take-off?
Source: BNP Paribas
Analysts Corner: 03/12/2024
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
Source: Luke Gromen, FFTT
Update: National Economic Indicators
Source: FRB Richmond
Drivers of Dollar Share in Foreign Exchange Reserves
Source: FRB New York
A Developing Story in Emerging Markets
Source: Nuveen
Analysts Corner: 03/05/2024
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
Source: Luke Gromen, FFTT
Guide to Retirement
Source: JPMAM
The Wealth of Generations
Source: VOX EU
Magnificent Seven vs. the ‘Granolas’: How Does Europe’s Version Stack Up?
Source: Morningstar
Analysts Corner: 02/27/2024
Analysts Corner: 02/27/2024
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
Source: Luke Gromen, FFTT
Wealth Outlook 2024
Source: Citi Private Bank
Is the US Dollar 'Finished'?
Source: Foundation of Economic Education
The Perfect Soft Landing is Fading Away
Source: Nordea Economics
Analysts Corner: 02/20/2024
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
Source: Luke Gromen, FFTT
Flash Update: Pressing Pause
Source: UBSAM
Strategic Reasons to Get Active
Source: Blackrock
US CPI: Mixed Messages
Source: BMO Economics
Analysts Corner: 02/13/2024
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
Source: Luke Gromen, FFTT
JPMAM – Guide to China Q1
Source: JP Morgan Asset Management
BMO US Economic Forecasts
Source: BMO Economics
Equity Markets 2024: 5 Reasons to Believe in the Rally
Source: Morgan Stanley
Analysts Corner: 02/04/2024
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
Source: Luke Gromen, FFTT
Top of Mind: The allocator’s checklist for 2024 and beyond
Source: Wellington
National Economic Indicators
Source: Richmond Fed
Earnings unlikely to spoil stock rally
Source: Blackrock