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51,416 slides across 1229 decks match.
Treemap Arc Catalog
Indexes and explanations
KPMG · 2024 · appendix
Indexes and explanations
 Contacts
KPMG · 2024 · appendix
Contacts
 Guide to the Markets®
JPMorgan · 2026 · cover
Guide to the Markets®
 Global Market Insights Strategy team
JPMorgan · 2026 · other
Global Market Insights Strategy team
 Page reference
JPMorgan · 2026 · table_of_contents
Page reference
 S&P 500 valuation measures
JPMorgan · 2026 · financial_analysis
S&P 500 valuation measures
19.2x — Forward P/E ratio
 P/E ratios and equity returns
JPMorgan · 2026 · analyze_data
P/E ratios and equity returns
19.2x — Forward P/E ratio
 Sources of earnings growth and profit margins
JPMorgan · 2026 · financial_analysis
Sources of earnings growth and profit margins
13.0% — S&P 500 EPS growth
 S&P 500: Index concentration
JPMorgan · 2026 · market_landscape
S&P 500: Index concentration
37.4% — Market capitalization weight
 Top 10 companies by decade
JPMorgan · 2026 · market_landscape
Top 10 companies by decade
$19,411bn — Market capitalization
 Value vs. growth: Earnings, performance and valuations
JPMorgan · 2026 · market_landscape
Value vs. growth: Earnings, performance and valuations
-31% — P/E discount
 Valuation dispersion
JPMorgan · 2026 · market_landscape
Valuation dispersion
16.4 — Valuation spread
 Small caps, mid caps and large caps
JPMorgan · 2026 · market_landscape
Small caps, mid caps and large caps
33% — Market capitalization
 Returns and valuations by style
JPMorgan · 2026 · data_table
Returns and valuations by style
 Returns and valuations by sector
JPMorgan · 2026 · data_table
Returns and valuations by sector
19.2x — Forward P/E ratio
 Annual returns and intra-year declines
JPMorgan · 2026 · market_landscape
Annual returns and intra-year declines
14.2% — S&P 500 annual return
 Components of GDP growth
JPMorgan · 2026 · financial_analysis
Components of GDP growth
4.4% — Real GDP growth
 Labor market dynamics
JPMorgan · 2026 · industry_trends
Labor market dynamics
4.4% — Unemployment rate
 Labor demand
JPMorgan · 2026 · industry_trends
Labor demand
6,946 — JOLTS job openings
 Labor supply
JPMorgan · 2026 · industry_trends
Labor supply
 Inflation components
JPMorgan · 2026 · data_table
Inflation components
2.4% — CPI inflation
 Dollar drivers
JPMorgan · 2026 · market_landscape
Dollar drivers
100 — DXY Index
 Artificial intelligence: Hyperscaler investment
JPMorgan · 2026 · market_landscape
Artificial intelligence: Hyperscaler investment
$798 — Capital expenditures
 Artificial intelligence: Implementation
JPMorgan · 2026 · industry_trends
Artificial intelligence: Implementation
18% — AI adoption rate
 Tariffs on U.S. imports
JPMorgan · 2026 · market_landscape
Tariffs on U.S. imports
30.0% — Effective tariff rate
 Drivers of consumer spending
JPMorgan · 2026 · industry_trends
Drivers of consumer spending
$47tn — Net worth growth
 Consumer finances
JPMorgan · 2026 · market_landscape
Consumer finances
11.6% — Household debt service ratio
 Federal finances
JPMorgan · 2026 · financial_analysis
Federal finances
$1,853bn — Federal deficit
 Consumer confidence and the stock market
JPMorgan · 2026 · market_landscape
Consumer confidence and the stock market
+24.1% — S&P 500 returns
 The Fed and interest rates
JPMorgan · 2026 · market_landscape
The Fed and interest rates
3.10% — Federal funds rate
 Interest rates and inflation
JPMorgan · 2026 · market_landscape
Interest rates and inflation
4.35% — 10-year Treasury yield
 Fixed income market dynamics
JPMorgan · 2026 · financial_analysis
Fixed income market dynamics
20.7% — Total return
 Yield curve
JPMorgan · 2026 · market_landscape
Yield curve
4.9% — Yield
 The shape of the yield curve
JPMorgan · 2026 · market_landscape
The shape of the yield curve
64bps — Yield curve steepness (bps)
 Credit market dynamics
JPMorgan · 2026 · market_landscape
Credit market dynamics
 Municipal finance
JPMorgan · 2026 · market_landscape
Municipal finance
99.4% — Yield
 Fixed income yields
JPMorgan · 2026 · market_landscape
Fixed income yields
 Fixed income investment universe
JPMorgan · 2026 · market_landscape
Fixed income investment universe
$26.9 — Total market size
 Global fixed income
JPMorgan · 2026 · market_landscape
Global fixed income
$160tn — Global bond market size
 Fixed income yields and forward returns
JPMorgan · 2026 · analyze_data
Fixed income yields and forward returns
4.65% — 5-year annualized returns
 Bloomberg U.S. Agg. annual returns and intra-year declines
JPMorgan · 2026 · data_table
Bloomberg U.S. Agg. annual returns and intra-year declines
3.5% — Annual return
 Global equity markets
JPMorgan · 2026 · market_landscape
Global equity markets
62% — Share of global market capitalization
 International developed equities and the U.S. dollar
JPMorgan · 2026 · market_landscape
International developed equities and the U.S. dollar
 Global equity return composition
JPMorgan · 2026 · financial_analysis
Global equity return composition
41.3% — Total return
 Global equity return themes
JPMorgan · 2026 · industry_trends
Global equity return themes
 Global equity valuations
JPMorgan · 2026 · financial_analysis
Global equity valuations
22.0x — Forward P/E ratio
 Global equity earnings
JPMorgan · 2026 · market_landscape
Global equity earnings
 Global economic activity momentum
JPMorgan · 2026 · heatmap_matrix
Global economic activity momentum
50 — Purchasing Managers' Index (PMI)
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