The Stagflation Scare
Every summer since 1960, the World Lumberjack Championships have been held in Hayward, Wisconsin, a small community in the north west of the state. A...
J.P. Morgan Insights (audio)
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J.P. Morgan Funds Insights is an audio podcast that provides perspective on the uncertainties and opportunities facing investors today. Let's help clients build stronger portfolios. Let's solve it. www.jpmorgan.com/usam Insight + Process = Results
Facing Reality on Growth and Inflation
On Monday, I have the privilege of running the Boston Marathon for a third time on behalf of the Dana Farber Cancer Institute. I love being part of t...
The American Consumer: Still Ready to Drive the Recovery
I remember the day when I first appreciated the importance of the American consumer. It was the winter of 1982 and I was huddled around a table with...
Haircuts and Roulette Wheels: Are we “Due” for a Correction?
Like most people, I suppose, I get my hair cut every four weeks. If, either by consulting the calendar or the mirror, I am “due” for a haircut, I head...
Washington games and their consequences for risks, taxes, stimulus and investing
There is an old house with a box of dynamite in the attic. Every few years, for as long as anyone can really remember, the children of the house have ...
Speedbumps on the Road to Recovery
The parking lot of our local high school is fortified by great ranges of speedbumps. These ancient mounds of asphalt were erected in the distant past ...
Monetary and Fiscal Timetables
Investors, in the week ahead, will have little time for financial analysis. The headlines will be dominated by the U.S. withdrawal from Afghanistan an...
The Profits Wave
On March 23rd of last year, at the start of the coronavirus pandemic, the S&P500 briefly traded below 2,200. Since then it has more than doubled, sur...
The Investment Implications of a Mutating Economy
Much has been written about the mutating virus and how its more contagious Delta variant has spurred a surge in cases, hospitalizations and fatalities...
New Palette Same Picture
Every few years our talented colleagues in marketing tell us we need a new palette for the Guide the Markets. They’re right of course – staring at the...