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US Households' 'Love Affair' With Stocks Is Stronger Than Ever

US households and nonprofits have ramped up their allocation to stocks over the past 40 years to a near-record high of 41% this year, JPMorgan says. ....

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US Economic, Market Outlook: Possible Stagflation Would Be Stocks-Negative

Equities were flat from 1967 to 1980, during a period when the US economy was experience stagflation, JPMorgan said in a recent note. ....

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Fed Interest Rate Cut Outlook: Markets Think Fed Will Make Mistake

"Markets are still pricing about six cuts over the course of this year. This suggests to us that they are pricing in a policy error." ....

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