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
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
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?
Markets and Economy
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
December 12, 2025
Markets and Economy
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
See our forecasts and potential investment opportunities amidst the evolving economic and market landscapes.
Banking
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.