What are the key forces shaping global markets and economies in 2026? How will macro fundamentals play out amid a changing world order? And what’s the impact on portfolios?

Get answers to all these questions and more with outlooks from top analysts and market strategists across J.P. Morgan. Explore the latest insights.

  • Markets and Economy

    2026 market outlook: A multidimensional polarization

    Against a backdrop of uneven monetary policy, relentless AI expansion and intensifying market polarization, what’s the outlook for equities, commodities, currencies and more?

  • Global Research

    Will gold prices break $5,000/oz in 2026?

    December 16, 2025

    Gold prices surged in 2025 due to trade tensions, central bank and ETF demand. What is the gold price forecast for 2026 and beyond?

  • Cluster of intertwined string

    Markets and Economy

    2026 Outlook: Top 10 macro and market considerations

    December 15, 2025

    Learn from Ginger Chambless, head of Market Insights for Commercial Banking, about the trends expected to shape the year ahead—including AI-driven investment, consumer and business spending, policy developments and more.

  • 25:03 - Banking

    Mega deals and market shifts: 2025 investment banking recap and 2026 outlook

    December 12, 2025

  • Markets and Economy

    2026 outlook: Promise and pressure

    A seminal new cycle is dawning that will be defined by the promise and pressure of three big forces: AI, fragmentation and inflation.

  • Markets and Economy

    2026 Year-Ahead Investment Outlook: AI lift and economic drift

    See our forecasts and potential investment opportunities amidst the evolving economic and market landscapes.

  • Banking

    The CFO View: Asia Pacific Outlook 2026

    November 26, 2025

    CFOs and treasurers in APAC share their views on the economy and business priorities for 2026 in a new J.P. Morgan survey.