Global Fixed Income

This blog provides direct access to J.P Morgan's investment team’s latest thoughts and perspectives on global fixed income markets and the global economy. J.P. Morgan is a global leader in financial services, offering solutions to the world's most important corporations, governments and institutions in more than 100 countries. The Firm and its Foundation give approximately US$200 million annually to nonprofit organizations around the world.

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FOMC Statement & Potential Impact on Fixed Income

Following the Fed’s announcement, please see below for market views from the Global Fixed Income, Currency & Commodities Team (GFICC): Consistent with our and the market’s expectations, the Federal Open Market Committee (FOMC) kept the Fed Funds...

China applies Band-Aid; Bazooka not yet needed…

Recently, the Chinese government announced a wave of new policies such as tax cuts, support to private companies, and relaxing some rules for wealth management products. We think these policies will smooth the downward macroeconomics trajectory, but...

Hawk, Dove or Dodo: The extinction of forward guidance

In the 10 years since the worst days of the global financial crisis, the Fed has used all manner of unconventional tools and language in an attempt to guide the economy and market towards self-sustainability. During this time, much debate and analys...

Remember Remember the 6th of November*

Investors tend to shy away from getting into the business of predicting election outcomes, especially given the misses of even the most adept pollsters in recent years, but markets can’t seem to resist taking a view when given the chance.  So as ...

Off Message

Major macro risks so far this year have had mostly temporary impacts on markets, all while monetary policy has evolved from accommodative toward restrictive. I still believe the shift in policy (and the accompanying shift in US dollar liquidity) is ...