Markets and Economy
Midyear Market Outlook 2019: Key Themes for Investors
As central bank easing becomes more synchronized, the J.P. Morgan Research team explores how investors should be positioned for the second half of 2019.
The first half of 2019 was filled with numerous notable—and even historic—market events. Not once but twice, the S&P 500 reached a new record high, bolstered by dovish monetary policy from the world’s central banks. On the policy front, a recent trade truce between the US and China should support asset prices in the coming months. Beyond that, what does the second half of the year hold? What policy areas will influence the markets? Is a recession on the horizon? The J.P. Morgan Research team’s midyear report examines factors ranging from global growth to commodity dynamics to help investors position themselves for the remainder of 2019.