JPM GUIDE TO THE MARKET

A must-read macro overview ahead of investing your 2024 year end bonus

A thread 🧵

1) Forward S&P500 Valuation
2) Implied Returns
3) Mag 7 Concentration
4) Small caps, mid caps and large caps
5) Returns and valuations by style
6) Unemployment and Wages
7) International valuations opportunity and dividend yields
8) Investing at all-time highs
9) Market returns around the start of Fed cutting cycles