Topic
2026 Global Market Outlook
Annual and mid-year outlook research from tier 1 institutions. Coverage spans global growth, inflation, policy, and asset allocation themes driving 2026 portfolio positioning.
2958 reports available
US Analyst Focus List Current Snapshot
A monthly updated list of J.P. Morgan's top North American equity picks across value, growth, income, and short strategies.
Credit Calls
J.P. Morgan's daily credit research highlight's Micron's $1tn valuation and the AI-driven structural shift in the memory markets alongside rangebound credit spreads and softer Viasat earnings.
Colombia Markets Rally on Far-Right Election Lead
Colombian markets are expected to rally following the first-round presidential election results, where pro-market candidate Abelardo de la Espriella took a surprise lead. He faces a June 21 runoff against far-left candidate Iván Cepeda, but polling flows suggest Espriella is better positioned to win.
Global Oil Market Tracker
The global oil market is in a structural deficit of 9.1mb/d due to Middle East disruptions, currently mitigated by US inventory draws and exports. However, the approaching US driving season and low gasoline stocks threaten to reduce these exports, further tightening the global market.
Equity Weekly
Global equities rallied 2.2% during late May 2026 as strong earnings and a software sector breakout offset high US inflation and geopolitical tension.
Should Investors Look Beyond Their Core Portfolio
UBS outlines how investors can use 'satellite' strategies to complement core portfolios for risk mitigation, tactical growth, or long-term multi-generational objectives.