Wagers on Fed rate cuts have spurred investors to increase their US stock exposure.
The conflicts have replaced inflation as the top concern among investors.
Investors can expect more uncertainty as high interest rates impact the global economy, the firm said.
Three Wall Street executives weigh in on the dangers they see ahead for investors.
The firm's strategists advised investors to stick with U.S. equities.
The market is anticipating a far more aggressive rate cuts than the Fed had indicated.
Traders have also been piling into short-dated Treasury options to hedge against potential rising rates.
With higher rates available on cash, investors now expect even higher returns from their investments.
Many market prognosticators were caught wrong-footed last year by predictions that the US stock market would bottom in 2023.
The market believes interest rate cuts can be expected as soon as March.
Momentum from the Fed's dovish shift last month may power the stock market well into the year, the firm's strategists said.
All major asset classes fell in the holiday-shortened week.
He expects that shifting views on the economy will fuel stock-market “twists and turns” throughout this year.
The world's largest cryptocurrency started the year by notching its highest token price in 21 months.
JPMorgan's latest Treasury client survey showed the biggest net drop in long positions since May 2020
Concerns about China and geopolitical tensions should again weigh on emerging markets, analysts said.
Solid labor-market data may hide the pain of those in recent cuts in sectors like housing, technology and human resources.
The Richmond Fed president defined a soft landing as inflation returning to normal levels while the economy stays “healthy.”
The fund's standout performance came after it posted a loss of 29% in 2022.
Oppenheimer Asset Management says the focus will soon shift to the fourth-quarter earnings season.