JP Morgan Guide to the Markets Sep2022 - vrk100 - 14Oct2022

JP Morgan Guide to the Markets Sep2022

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JP Morgan Asset Management publishes a comprehensive presentation every month end, containing various slides on global markets, especially those relating to the US markets.

  

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Related Blogs: 

JP Morgan Guide to Markets Jul2022

JP Morgan Guide to Markets Apr2022

JP Morgan Guide to Markets Jan2022

JP Morgan Guide to Markets Dec2021

JP Morgan Guide to Markets Nov2021

JP Morgan Guide to Markets Aug2021

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This is a very useful and informative guide for financial market professionals or FMPs.  This "JP Morgan Guide to the Markets" can be accessed here. The following are some of the highlights / images presented in this guide: all the data are at the end of 30Sep2022: 

 1. S&P 500 index forward P/E now is 15.1, versus 21.4 on 31Dec2021 -- forward P/E as on 24Mar2000 (before dot.com bubble) was 25.2

2. 25-year average forward P/E for S&P 500 is 16.8

3. S&P 500: YTD price return (2022) is minus 24.8%; consisting of earnings growth of 5.1% and multiple growth of minus 29.9%

4. peak WTI crude oil price was USD 145.29 per barrel on 03Jul2008

5. as on 30Sep2022: US real yield is minus 2.52%; core CPI inflation is 6.32% and 10-year US treasury yield (nominal) is 3.83%

6. YTD return (from 31Dec21 to 30Sep22): 30-year US Treasury bond return is minus 31.5%; 10-year US Treasury note return is minus 16.9% and TIPS return is minus 13.6%

7. Fixed income YTD returns for the US, Japan, Germany, Italy and the UK range between minus 14.6% and minus 35.4%

8. Equity YTD return: Brazil has done better than India

9. 60% of sales for US companies come from home (means 40% comes from outside the US); for EM 67% comes from home; for Europe 44% comes from home and for Japan 50% comes from home

10. among the commodities basket, the biggest price hike in YTD is natural gas, with 85% increase

11. YTD, all asset classes have given negative returns, except commodities basket

12. 20-year annualised return (2002 to 2021) earned by the average investor is just 3.6 percent versus the 60/40 return of 7.4 percent.

 

  

 

 

 

 

 

 

 

 

 

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Disclosure:  I've vested interested in Indian stocks and other investments. It's safe to assume I've interest in the financial instruments / products discussed, if any.

Disclaimer: The analysis and opinion provided here are only for information purposes and should not be construed as investment advice. Investors should consult their own financial advisers before making any investments. The author is a CFA Charterholder with a vested interest in financial markets. 

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