J.P. Morgan market views, organized for advisors.

Longevity is the primary driver of nearly every retirement decision, according to Pamela Hess.

Advisors must plan for retirements lasting 30-35 years, especially for couples, as over half of 65-year-old women and a significant portion of couples may reach age...

Housing is stuck in a prolonged slump, a result of decade-long easy money, costly construction inputs, and restrictive immigration policies.

This is leaving home sellers with sluggish demand and buyers feeling priced out.

The AI buildout, which has already absorbed $1.6 trillion in capital since 2023, faces growing financing risks.

While demand for compute remains exceptionally strong, with projections of over $1 trillion in annual spending, the expansion is increasingly reliant on debt...

The U.S. economy is shifting from a period of robust growth and rising inflation to a more moderate outlook.

While Q3 saw a strong GDP surge, driven by AI spending and tax refunds, expect growth to decelerate to around 2.4%...

Treasury yields are up significantly this year, driven by higher energy prices, a resilient economy, and increased bond issuance.

The 10-year yield recently hit its highest level since 2002, prompting questions about when these higher rates will pressure equities.