What are the key forces shaping global markets and economies in 2026? How will macro fundamentals play out amid a changing world order? And what’s the impact on portfolios?

Get answers to all these questions and more with outlooks from top analysts and market strategists across J.P. Morgan. Explore the latest insights.

  • Markets and Economy

    2026 market outlook: A multidimensional polarization

    Against a backdrop of uneven monetary policy, relentless AI expansion and intensifying market polarization, what’s the outlook for equities, commodities, currencies and more?

  • Markets and Economy

    2026 outlook: Promise and pressure

    A seminal new cycle is dawning that will be defined by the promise and pressure of three big forces: AI, fragmentation and inflation.

  • Markets and Economy

    2026 Year-Ahead Investment Outlook: AI lift and economic drift

    See our forecasts and potential investment opportunities amidst the evolving economic and market landscapes.

  • Banking

    The CFO View: Asia Pacific Outlook 2026

    November 26, 2025

    CFOs and treasurers in APAC share their views on the economy and business priorities for 2026 in a new J.P. Morgan survey.