Top Market Takeaways
Read thought leadership from J.P. Morgan experts on the most recent market takeaways.
For Companies and Institutions
Key Links
For Individuals
Explore a variety of insights.
Key Links
Insights by Topic
Explore a variety of insights organized by different topics.
Key Links
Insights by Type
Explore a variety of insights organized by different types of content and media.
Key Links
We aim to be the most respected financial services firm in the world, serving corporations and individuals in more than 100 countries.
Key Links
Read thought leadership from J.P. Morgan experts on the most recent market takeaways.
All topics
No results found
Adjust your filter selections to find what you’re looking for
Markets and Economy
Debunking the “Sell America” trade: Why Europe’s move could fall short
Jan 23, 2026
Despite policy uncertainty, the United States remains a high-conviction investment opportunity.
Markets and Economy
Proximity matters: 5 things to know about the US sphere of influence
Jan 16, 2026
The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.
21:41 - Markets and Economy
Jason Mirsky & Ashley Peterson
Jan 14, 2026
Discuss portfolio analytics enabled by modern data management and AI
Markets and Economy
December 2025 CPI report released: What the data means and how it might affect interest rates
Jan 13, 2026
December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.
Markets and Economy
2026 Corporate Compass: State of the art vs. the state
Jan 12, 2026
An annual collection of themes and trends shaping the economy and capital markets. The Corporate Compass from J.P. Morgan’s Corporate Finance Advisory informs and supports strategic decision-making in 2026.
Markets and Economy
Eye on the Market Outlook 2026: Smothering heights
Jan 12, 2026
The generative AI investment theme is creating the largest moat in market history. Michael Cembalest explores four medium-term risks: U.S. power generation constraints, China scaling the moat on its own, Taiwan and a “metaverse moment” for hyperscaler profits.
Markets and Economy
Jan 12, 2026
With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.
Markets and Economy
Expansion mode: 3 signs of resilience in the US economy
Jan 09, 2026
Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.
You're now leaving J.P. Morgan
J.P. Morgan’s website and/or mobile terms, privacy and security policies don’t apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan isn’t responsible for (and doesn’t provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan name.