Multi-Asset Solutions Weekly Strategy Report

JP Morgan
By December 16, 2019 09:52

Multi-Asset Solutions Weekly Strategy Report

  • Optimism about a U.S.-China trade deal, and data releases suggesting recent global industrial weakness may have bottomed, lifted risk assets in November.
  • Major government bond markets sold off, with Italian government bonds and emerging market (EM) local currency debt particularly weak. The U.S. dollar strengthened broadly.
  • U.S. Q3 earnings season beat depressed expectations and helped global equities advance, which were led by U.S. small caps; meanwhile, EM stocks were little changed
JP Morgan
By December 16, 2019 09:52

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