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

Municipal bonds are facing more policy noise in 2025, but the core market backdrop still looks resilient.

Talk of changes to tax exemption and pressure on universities and hospitals has added uncertainty, yet a full loss of muni tax status...

Last week brought two developments that could reshape the outlook for markets.

The Iran memorandum may ease a major geopolitical shock and help oil flows normalize, which could cool energy prices and support supply chains in the months ahead.

The Federal Reserve’s first meeting under Chair Kevin Warsh delivered a hawkish but measured message, with rates held steady and the statement notably stripped down.

Forward guidance was removed, and the language around future easing disappeared, while inflation was described...

The U.S. economy appears to be regaining momentum in the second half of 2026, driven by resilient spending from higher-income households and a sharp rise in technology investment tied to artificial intelligence.

This creates selective opportunities in large-cap tech and...

Active management is becoming increasingly important in fixed income as markets grow more complex and traditional benchmarks leave large parts of the opportunity set untouched.

Actively managed bond ETFs combine portfolio flexibility with the liquidity, transparency, and tax efficiency of...