Podcasts by At Any Rate
Analysts from J.P. Morgan Global Research take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.
Further podcasts by J.P. Morgan
Podcast on the topic Wirtschaft
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Global FX: A lot of 2024 optimism is in the price from 2023-12-08T13:20:39
This week, our FX Strategists, Patrick Locke, Arindam Sandilya and James Nelligan take stock of feedback and price action following the release of our Year-Ahead Outlook last month. We also disc...
ListenGlobal Commodities: Is the 2025 US natural gas bullish trade over? from 2023-12-08T12:25:57
Speaker:
Shikha Chaturvedi, Head of Global Natural gas Research
Calendar 2024’s quickly weakening price as a result of not only significant changes milder in weather fore...
Listen2024 Interest Rate Derivatives Outlook from 2023-12-05T16:05:12
Srini Ramaswamy and Ipek Ozil discuss their outlook for interest rate derivatives markets in 2024.
This podcast was recorded on December 5, 2023.
This communication is pr...
ListenGlobal Commodities: 2024 Commodities Outlook: Structurally bullish gold for second consecutive year, bullish opportunities in oil and gas more tactical from 2023-11-29T12:11:08
Speakers:
Natasha Kaneva, Head of Global Commodities Research
Shikha Chaturvedi, Head of Global Natural Gas Research
Gregory Shearer, Head of Base and Pre...
ListenGlobal FX: FX Derivatives 2024 Outlook from 2023-11-27T10:58:59
In this podcast, Arindam Sandilya, Ladislav Jankovic, Lorenzo Ravagli and Juan Duran-Vara we discuss the FX volatility backdrop and six themes that we think are worth watching for 2024. Namely,...
ListenGlobal Commodities: Oil Outlook 2024/2025 - OPEC Preview: The Endgame from 2023-11-22T16:44:57
World oil demand is on pace to grow a solid 1.9 mbd in 2023, 1.6 mbd in 2024 and will likely decelerate to 1mbd in 2025. More than offsetting this is growth in non-OPEC supply...
ListenGlobal FX Macro Outlook for 2024 from 2023-11-22T12:15:51
In this part one of the two-part year-ahead outlook podcast series, we explore the main FX themes for 2024 through a macro and systematic lens.
Listen
EM Fixed Income: Emerging Markets Outlook and Strategy for 2024 from 2023-11-22T09:54:07
The US cycle will be the big EM fixed income driver again in 2024, likely resolving either into a soft-landing or a recession. Given data equivalence will...
ListenGlobal Rates: 2024 Outlook from 2023-11-22T02:52:28
Fabio Bassi, Francis Diamond, Khagendra Gupta and Aditya Chordia discuss the 2024 Rates Outlook.
This podcast was recorded on 21 November 2023.
This communication is prov...
ListenTTF price premium supported by weather uncertainty and the constant reminder of supply shocks from 2023-11-10T17:14:16
Over the past several months the TTF market has been provided strong reminders of the lack of spare capacity in the event of a major supply shock. This has left a premium embedded in price to re...
ListenUS Rates: Death Cab for QT? from 2023-11-09T18:26:43
We discuss the outlook for the Fed’s balance sheet int 2024, taking into account the Fed’s monetary policy framework, the expected evolution of...
ListenEM Fixed Income: Fast then slow from 2023-11-09T14:34:34
Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class.
This podcast was recorded on 09 November 2023.
This c...
ListenGlobal FX: US Macro&Market Update from 2023-11-07T12:52:16
We recently hosted a discussion on the US with analysts from across Global Research. Topics included the US economic outlook, Fed policy and the latest views on rates and the dollar.
EM Fixed Income: Riding the EM FX relief rally from 2023-11-03T12:06:50
Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class.
This podcast was recorded on 03 November 2023.
This c...
ListenGlobal Commodities: The probability of something that never happened from 2023-11-03T11:59:06
The price of oil has remained relatively subdued since the October 7 Hamas attacks on Israel. This is consistent with our baseline view that oil price will exit the year at $86 before declining ...
ListenGlobal FX : Dollar dissonance from 2023-10-27T13:20:19
Arindam Sandilya, James Nelligan and Patrick Locke discuss the recent stall in the US dollar’s uotrend, and also the outlook for key central bank meetings next week.
Speakers Ari...
ListenGlobal Commodities: Global upstream oil and gas capex on target to reach $545bn in 2023 from 2023-10-27T10:38:39
Global upstream oil and gas spending is tracking $545 billion this year, up from $497 billion in 2022, based on data from 140 public companies and our estimate of private operators’ spending. Th...
ListenEM Fixed Income: Are rates cheap enough? from 2023-10-26T13:50:58
Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class.
Speakers: Jonny Goulden, Emerging Markets Strategist
S...
ListenGlobal FX: Exploring macro tensions and safe-haven demand from 2023-10-20T16:24:36
Meera Chandan, Saad Siddiqui and James Nelligan discuss (a) macro tensions for FX stemming from improving momentum in China / Europe and a less aggressive Fed on the one hand, and rising US yiel...
ListenGlobal Commodities: The constraints on risk premium from 2023-10-20T13:45:21
At $93/bbl today, Brent oil price is about $7 overvalued vs its estimated fair value—an appropriate premium given the uncertainty. But beyond the short-term spike induced by geopolitics, our bas...
ListenGlobal Rates - European Rates roundup from 2023-10-20T12:37:47
Fabio Bassi, Francis Diamond and Aditya Chordia discuss their published views on the ECB and BoE meetings scheduled for next week and their potential market impacts.
This podcast...
ListenEM Fixed Income: Rising yields and geopolitical tail-risks from 2023-10-19T17:10:33
Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class.
Speakers Jonny Goulden, Emerging Markets Strategist<...
ListenCommodities Focus: Global Natural Gas: Price rallies everywhere from 2023-10-13T18:59:13
In this podcast we discuss the amalgamation of supply risk factors from renewed strike fears in Australian LNG facilities to conflict in Middle East that sent European gas prices above 50 EUR/MW...
ListenGlobal FX : Not calling an end to the USD ride yet from 2023-10-13T14:57:41
We discuss our still-constructive view on the dollar and the recent downgrade to our EUR/USD targets to parity (from 1.05).
Speakers: Meera Chandan, Global FX Strategy
Arindam Sa...
ListenGlobal Commodities: Demand destruction has begun (again) from 2023-10-05T17:22:31
After reaching our target of $90 in September, our end-year target remains $86/bbl. We maintain our view that August saw the largest deficit of the year and that inventory draws will transition ...
ListenEM Fixed Income: EM bond(s), shaken but not stirred from 2023-10-05T13:32:43
Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class.
This podcast was recorded on 05 October 2023.
This co...
ListenUS Rates: CTD shifts in the Treasury bond futures contract from 2023-10-02T16:47:35
Srini Ramaswamy and Ipek Ozil discuss the CTD shift in Treasury futures and its implications.
Speakers
Srini Ramaswamy, Managing Director, co-head of US Rates Strategy
... ListenGlobal FX: Dollar strength moves up a gear from 2023-09-29T13:13:38
This week we discuss the Dollar rally having stepped up a gear. Compare and contrast Q4-23 with Q4-22. Bottoms up USD drivers and positioning. European FX highest convictions.
Listen
Global Commodities: Waiting for weather from 2023-09-29T11:39:20
In this podcast we discuss current risks plaguing the European and US natural gas markets, including the potential for power generation to provide some upside risk to our current 2024 price fore...
ListenEM Fixed Income: No panic at the disco yet for EM as US yields rise from 2023-09-28T15:56:17
Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class.
This podcast was recorded on 28 September 2023.
This ...
ListenGlobal Economics, Rates and FX: Scandinavia - Diverging outlooks from 2023-09-28T11:32:23
Morten Lund, Khagendra Gupta, and James Nelligan discuss their recently published Scandi Monthly outlook. They explain our latest views on the diverging economic outlook in Scandinavia and its i...
ListenGlobal Rates - Evolution of demand for Euro area government bonds from 2023-09-27T12:45:56
Elisabetta Ferrara and Aditya Chordia discuss their recently published Global government bond activity chart pack outlining our latest views on the evolution of demand for Euro area government b...
ListenGlobal FX: Rates divergence to sustain dollar strength from 2023-09-22T15:35:16
Arindam Sandilya, James Nelligan and Patrick Locke discuss the outlook for currencies after a heavy week of DM central bank meetings.
Speakers: Arindam Sandilya, James Nelligan ...
ListenGlobal Commodities: Bullish oil cues begin to exhaust even as Russia temporarily bans motor fuel exports from 2023-09-22T12:27:56
After reaching our target of $90 in September, further price gains may be limited as we believe most bullish cues—both macro and micro—for the market have been exhausted for now. Our end-year ta...
ListenGlobal Rates - European inflation markets, oil won’t boil breakevens from 2023-09-22T05:16:31
Francis Diamond and Frida Infante discuss their recently published Monthly Inflation Outlook outlining our latest views on European and UK inflation.
This podcast was recorded on...
ListenGlobal Rates: BoJ, Fed and BoE meetings and read across to European rate markets from 2023-09-18T04:31:29
Fabio Bassi and Francis Diamond discuss views on the BoE meeting and potential market impacts as well as any read across to European markets from the Fed and BoJ next week.
This ...
ListenGlobal FX - FX views going into G10 central bank Superweek from 2023-09-15T15:27:29
The FX strategy team discusses FX implications of the latest ECB outcome, as well as the upcoming Fed, BoJ and European central bank meetings.
Speakers Meera Chandan, Global FX...
ListenGlobal Rates: Scandinavia monthly interest rate outlook: The final step? from 2023-09-12T11:33:55
Khagendra Gupta and Matteo Mamprin discuss their recently published Scandinavia Monthly Interest Rate Outlook outlining their views on the Swedish and Norwegian Interest Rates markets.
<...
ListenGlobal FX : Take-aways for US rates and FX pre- ECB and Fed from 2023-09-11T12:08:05
Meera Chandan and Jay Barry discuss the implications of US resilience on US rates and FX markets heading into the ECB and Fed September meetings.
This podcast was recorded on 11 Septembe...
ListenGlobal Rates - Euro rate markets - ECB to hike or skip in September? from 2023-09-11T04:55:14
Francis Diamond and Aditya Chordia discuss thoughts on the upcoming ECB meeting in September and potential implications for Euro area rate markets and intra-EMU spreads.
This pod...
ListenEM Fixed Income: EM implications of higher-for-longer US rates from 2023-09-08T14:59:26
Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class.
This podcast was recorded on 08 September 2023.
This ...
ListenGlobal Commodities: $90 in September, $86 in December from 2023-09-08T14:47:15
Brent crude futures settled above $90 on Tuesday, for the first time this year. In the end, the extension of Saudi’s 1 mbd supply cut alongside Russia’s 300 kbd reduction in exports for an addit...
ListenGlobal FX: USD labors into the autumn from 2023-09-05T12:38:24
This week, Global FX Strategists James Nelligan & Patrick Locke revisit US exceptionalism, China spillover to DM and take stock of the US political landscape.
This podcast wa...
ListenGlobal Rates - Global SSA Outlook from 2023-08-31T06:11:02
Aditya Chordia and Francis Diamond discuss the latest themes and recommendations in Global SSA markets.
This podcast was recorded on 31 August 2023.
This communication is...
ListenGlobal Rates: Rolling into December 2023 from 2023-08-30T12:17:22
Khagendra Gupta and Matteo Mamprin discuss the recent dynamics of the upcoming September 2023/December 2023 Eurex futures roll cycle.
This podcast was recorded on 30 August 2023....
ListenUS Rates: Navigating by the stars, when R-star is blurry from 2023-08-30T07:06:41
Srini Ramaswamy and Ipek Ozil discuss the themes in the US Rates and Derivatives markets and themes going forward.
This podcast was recorded on 29 August 2023.
This commu...
ListenGlobal FX : The bearish case for CNY, EUR and JPY from 2023-08-18T14:09:14
Late-week official resistance can slow but should not upend the uptrend in USD/CNY. The euro has been resilient as real yields moved up the US, but is still overshooting and will not be immune i...
ListenUS Rates: Early delivery, position technicals, and a not-so-wild wildcard from 2023-08-15T19:19:27
Srini Ramaswamy and Ipek Ozil discuss the dynamics of the upcoming Treasury futures roll cycle.
SPEAKERS:
Srini Ramaswamy, ...
ListenGlobal FX : Deconstructing the FX landscape through a macro, systematic and derivatives lens from 2023-08-11T14:59:42
Meera Chandan, Ladislav Jankovic and Antonin Delair discuss the main themes in FX markets with focus on macro, systematic and derivatives sleeves.
This podcast was recorded on 11...
ListenGlobal Commodities: Energy rising from 2023-08-11T11:47:10
On July 20, JP Morgan Commodities team recommended to raise allocation to commodities. Since then, commodities rallied but the move was driven by energy, while base metals moved sideways. BCOM E...
ListenUS Rates: Everything everywhere all at once from 2023-08-08T14:33:27
Srini Ramaswamy and Ipek Ozil discuss last week’s developments in the US Rates and Derivatives markets and themes going forward.
Speakers: Srini Ramaswamy, US Rates Strategy Ipek Ozil, U...
ListenGlobal FX&US Rates: Spotlight on US rates and implications for the dollar from 2023-08-04T18:58:13
Meera Chandan and Jay Barry discuss US Treasury funding needs, the Fitch downgrade for the US and implications for rates and FX markets.
This podcast was recorded on 4 August 2023.
<... ListenEM Fixed Income : Stepping aside from 2023-08-04T10:04:51
Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class.
This podcast was recorded on 4 August 2023.
T...
ListenEconomics&US Rates: The curious case of the 2023 fiscal expansion from 2023-08-01T12:21:19
The FY23 deficit is tracking about $1.5 trillion, but only thanks to the odd accounting of student debt forgiveness. Excluding student debt, the deficit would be closer to $1.8tn, and almost $1t...
ListenGlobal FX - On US exceptionalism and other key events from 2023-07-28T14:08:31
We discuss the FX implications for an event-laden week. US exceptionalism, European growth weakness and an incredibly slow BoJ pivot are the main themes.
Speakers: Meera Chandan, Global ...
ListenGlobal Commodities: A light, sweet problem: lighter crude, lower yields, higher cracks from 2023-07-28T11:30:59
Drivers are paying more at the pump around the world. Prices for gasoline and other oil products like diesel and jet fuel have been rising in the US, Europe and Asia, as have been product cracks...
ListenEM Fixed Income: Making hay while the sun is shining from 2023-07-27T14:06:12
Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class.
Speakers Jonny Goulden, Emerging Markets Strategist<...
ListenEM Fixed Income: MXN - Not your padre’s peso from 2023-07-27T12:08:27
Luis Oganes, Saad Siddiqui and Tania Escobedo, discuss how the Mexican peso is undergoing a regime shift and is no longer the high-beta risk appetite currency that it once was.
S...
ListenUS Rates: Treasury cannot live on T-bills alone from 2023-07-24T15:42:57
Treasury supply has been in focus recently as the resolution of the debt limit has brought with it over $700bn in T-bill supply over the last two months. In coming weeks, the focus will shift to...
ListenGlobal Commodities: FOMO—time to raise tactical allocation to under-loved commodities from 2023-07-21T14:20:01
Catalyzed by the drop in US CPI inflation in June, near-term recession risk has moderated and the focus has shifted closer to the market’s favored scenario of a painless disinflation and economi...
ListenGlobal FX: Policy event previews for FX from 2023-07-21T12:06:33
The Global FX team previews a loaded week for policy decisions.
This podcast was recorded on 21 July 2023
This communication is provided for information purposes only. Ins...
ListenEM Fixed Income: Summertime and the markets price easing from 2023-07-20T15:15:13
Jonny Goulden and Saad Siddiqui discuss views on EM fixed income markets in the wake of recent data developments and heading into summer.
This podcast was recorded on 20 July 2023.
<... ListenGlobal FX: Breaking down the dollar break-down from 2023-07-17T13:59:54
Patrick Locke and James Nelligan from our Global FX Strategy team discuss implications from last week’s outsized USD sell-off.
This podcast was recorded on 17 July 2023.
This comm...
ListenGlobal Commodities: US dollar is increasingly less important for oil prices. Implications for EM. from 2023-07-14T14:53:44
A structural shift is observed in the global energy markets, where big buyers of energy can now buy energy at a discount from sanctioned Russia, Iran and Venezuela, countries that combined repre...
ListenGlobal FX: Staying defensive through macro noise from 2023-07-07T16:28:53
Arindam Sandilya, James Nelligan and Patrick Locke discuss the outlook for currencies mid rising global bond yields.
Speakers:
Arindam Sandilya, Global FX Strategy
James Ne...
ListenGlobal Commodities: How to get the mojo back from 2023-07-07T10:52:49
OPEC+ has been cutting oil output since November and after Monday’s announcement of additional cuts, the alliance will be holding back more than 4 mbd from the market. Yet the moves have so far ...
ListenUS Fixed Income: Core CPI inflation to prove sticky near 3% from 2023-07-06T18:30:08
In this podcast, we discuss the outlook for core inflation over the next 6 months. Though core CPI inflation should moderate toward a 3.0%ar in the three months through September, we anticipate ...
ListenGlobal Commodities: Oil 2030: Long Term Incentive Oil price from 2023-06-30T15:34:55
Speaker: Natasha Kaneva, Global Commodities
We calculate the incentive price of oil needed to ensure that the world has enough investment—and oil—in 2030 and to close the suppl...
ListenEM Fixed Income Focus: Mid-year debates around value in local markets and hard currency from 2023-06-29T20:19:11
Jonny Goulden and Saad Siddiqui discuss the latest developments in EM fixed income and how much value there is in EM local markets and hard currency bonds.
Speakers Jonny Goulden, Emergin...
ListenEM Fixed Income: Rays of Light in Frontier Markets - Takeaways from our annual Frontier Markets Fixed Income Conference from 2023-06-27T19:21:48
Please join us for a discussion on the major takeaways from the second edition of our annual Frontier Markets Fixed Income Conference, which was held in-person at our offices in London. The conf...
ListenGlobal FX: USD bullish going into 2H from 2023-06-23T15:08:45
J.P. Morgan’s FX strategy team lays out the case for being defensive/ bullish USD going into 2H. Other themes discussed are: bearish views on CNY, GBP, JPY and Scandis; selective exposure to FX ...
ListenGlobal Rates 2H23 Outlook: The last leg of the tightening journey from 2023-06-23T14:55:35
2H23 will deliver a continuation of the tightening journey for most of DM central banks, at least over the summer, although differentiation across jurisdictions will emerge as we approach the en...
ListenEmerging Markets Special Topic: The Evolving EM Sovereign Debt Restructuring Landscape from 2023-06-16T10:23:13
There has been much discussion in the last year over the inability of the existing sovereign debt restructuring architecture to deal with a new wave of sovereign restructurings in a world where ...
ListenGlobal Commodities: Oil Markets: The Labors of Sisyphus from 2023-06-16T10:04:25
Speakers: Natasha Kaneva, Head of Global Oil and Commodities Research Thomas Salopek, Global Cross Asset Strategy
In our 2023 Outlook last November, we forecasted that the oi...
ListenGlobal FX, EM Fixed Income&Global Commodities: Deciphering de-dollarization from 2023-06-15T15:44:25
Meera Chandan, Natasha Kaneva and Saad Siddiqui discuss trends in de-dollarization through the lens of FX, commodities and EM.
Speakers: Meera Chandan, Global FX Strategy Saad Siddiqui, ...
ListenGlobal FX : Marking USD higher on cooling global growth from 2023-06-09T14:58:04
This week our global FX strategists Patrick Locke, Arindam Sandilya & James Nelligan discuss outlooks and targets for the broad dollar, with a focus on USD/CNY, EUR/USD,USD/JPY and GBP/USD.
... ListenGlobal Commodities: US Energy Supply: US oil liquids production trends toward a second record-breaking year. Natural gas declines expected by July from 2023-06-09T14:06:43
US oil producers are off to a hot start of the year while gas producers are seeing movement as well. Total US liquids production (crude, condensate, and natural gas liquids) has reached an all-t...
ListenGlobal FX: The bullish dollar implications of the impending liquidity storm from 2023-06-05T11:08:30
Meera Chandan & Patrick Locke discuss the FX implications from the resolution of the latest debt ceiling episode through the lens of growth, risk premium and liquidity.
This podcast was r...
ListenGlobal Commodities: OPEC+ preview: another cut, complicated by record US production. Communication as important as action. from 2023-06-02T15:45:58
OPEC+ alliance is scheduled to meet in Vienna this weekend amid continued weakness in crude’s price structure—both flat price and time spreads—along with increased speculative short positioning....
ListenUS Rates: What the debt ceiling resolution means for rates markets from 2023-06-02T15:28:13
In this podcast, we discuss how the passage of debt ceiling legislation and the attendant rise in the TGA is likely to impact US rates markets.
Speakers
Jay Barry, Fixed I...
ListenGlobal Commodities: European Natural Gas: The summer price slide from 2023-05-26T11:39:32
The healthy cushion in storage created by a mild winter for the European natural gas market has now put it on a direct path for storage congestion, potentially as early as August. Strong LNG imp...
ListenEM Fixed Income Focus: Good HY (local) vs bad HY (hard currency) from 2023-05-25T16:46:47
Jonny Goulden and Saad Siddiqui discuss the latest developments in EM fixed income and the divergence in performance between the local and hard currency pockets of the asset class.
... Listen
Global Commodities: OECD oil inventories begin to draw from 2023-05-19T15:16:34
We see no fundamental shift in the parameters of our forecast. Our supply-demand estimates point to a largely balanced market in January through April and a first deficit in May—a view confirmed...
ListenGlobal FX : Winds of change from 2023-05-19T13:39:31
Arindam and Meera discuss the abrupt loss in China’s growth momentum and implications for CNH, EUR and the broad dollar.
This podcast was recorded on 19...
ListenEM Fixed Income Focus: EM alpha competes with beta for attention from 2023-05-18T14:49:22
Jonny Goulden and Saad Siddiqui discuss the latest developments in EM fixed income and analyse how the overall volatility environment is impacting on the alpha and beta components of returns. Listen
Global FX : Big risks, narrow base-cases from 2023-05-12T15:30:13
Patrick Locke and James Nelligan discuss the risks facing global FX, and discuss recent developments across GBP, CHF, NOK and CAD.
Speakers Patrick Locke, Global FX Strategy
... ListenGlobal FX : Fearing fear itself from 2023-05-05T14:28:22
Arindam Sandilya and Patrick Locke discuss the FX outlook amid banking sector stress and debt ceiling jitters in the US.
This podcast was recorded on 05 May 2023.
This co...
ListenGlobal Commodities: Precious metals outlook outshines base from 2023-05-05T13:24:37
Speaker Gregory Shearer, Executive Director, Global Commodities Research
Gold prices continue to mount a seemingly Sisyphean climb to break above all-time highs getting knocked...
ListenGlobal FX: Scandi and UK FX Outlook from 2023-05-03T10:29:22
Scandi economist Morten Lund joins Currency Strategist James Nelligan to give an overview of the FX outlook with the economic backdrop in mind for Scandi and UK markets.
Global FX and US Rates: Markets rundown ahead of FOMC and ECB from 2023-04-28T19:07:18
We discuss the US rates and global FX outlook ahead of the upcoming central bank meetings and US employment report.
Speakers Meera Chandan, Co-Head of Global FX Strategy
...
ListenGlobal Commodities: US Truck Stop - The shift from petrodiesel to renewable diesel begins from 2023-04-28T14:20:52
Speakers Natasha Kaneva, Head of Global Oil and Commodities Research Thomas Palmer, Vice President of US Food Producers and Food Retailers This podcast was recorded on Apr 28, 2023.
Whol...
ListenEM Fixed Income: Facts&fiction of FX reserves diversification from 2023-04-27T17:43:16
Jonny Goulden and Saad Siddiqui discuss the role of the USD as a dominant currency, the changing nature of EM foreign reserves, and the impacts of the US debt ceiling discussion on EM fixed inco...
ListenGlobal FX EM — Mind the gap from 2023-04-21T13:59:55
Meera Chandan and Saad Siddiqui discuss the outlook for FX given the gap end of cycle narrative and better than expected activity data.
This podcast was recorded on 21 April 2023...
ListenRussia’s oil output has likely declined 250 kbd in March and 500 kbd so far in April from 2023-04-21T11:51:12
Speakers: Natasha Kaneva, Head of Global Oil and Commodities Research
This communication is provided for information purposes only. Institutional clients can view the related rep...
ListenEM Fixed Income: United we sell-off, divided we retrace from 2023-04-20T16:27:49
Jonny Goulden and Saad Siddiqui discuss the latest drivers for EM currencies, a potential mis-pricing of front-end rates, and structural issues for distressed sovereigns.
Speaker...
ListenEM Fixed Income: IMF Spring Meetings Update Episode 3 — EM Countries in Crisis from 2023-04-18T05:39:24
Speakers: Jonny Goulden, Saad Siddiqui, Nicolaie Alexandru-Chidesciuc, Ben Ramsey
Tune in as our Emerging Markets Research Analysts analyze country specific dynamics and potential risks f...
ListenEM Fixed Income: IMF Spring Meetings Update Episode 2 — China and it’s Spillover from 2023-04-18T05:37:25
Speakers: Jahangir Aziz, Grace Ng, Sin Beng Ong
Listen to our Emerging Markets Economists as they summarize China’s reopening, PBOC and interest rate policies, and the potential impacts o...
ListenEM Fixed Income: IMF Spring Meetings Update Episode 1 – EM Overview and Key Takeaways from 2023-04-18T05:34:45
Speakers: Luis Oganes, Saad Siddiqui, Cassiana Fernandez, Nicolaie Alexandru-Chidesciuc
Join our research analysts as they discuss the state of EM, global monetary policy and idiosyncrati...
ListenGlobal FX and Europe Credit Research — Axes of differentiation between US and Europe stresses from 2023-04-14T14:28:39
Meera Chandan and Roberto Henriques discuss the outlook for European banking sector and FX in the aftermath of US banking stress.
This podcast was recorded on 14 April 2023
This c...
ListenGlobal Commodities: When the Fed pauses, oil rallies from 2023-04-14T14:13:02
Our economists continue to look for a 25bp hike in May, followed by an extensive pause. Any pause by the Fed could mark a turn in what has been one of the most aggressive hiking cycles in decade...
ListenGlobal Commodities: Brent at below $80 looks $5-7 oversold—what could act as a catalyst? from 2023-03-31T10:38:18
Oil experienced a bumpy ride in March as prices plunged mid-month on fears that weakness in the banking system could spark a full-blown recession. Consequently, 1Q23 will likely close $3/bbl be...
ListenUS Rates: Banks are now the first principal component from 2023-03-28T17:38:51
Srini Ramaswamy and Ipek Ozil discuss the recent events in the banking system and its implications for the US Rates and Derivatives markets.
Speakers:
Srini Ramaswamy, US...
ListenGlobal FX&US Rates – Fed, banking sector, and the G10 inflation landscape for rates&FX from 2023-03-27T04:18:12
US strategists Patrick Locke & Phoebe White discuss this week’s Fed meeting, bank sector borrowing, and G10 inflation trends.
This podcast was recorded on 24th March 2023.
This co...
ListenEM Fixed Income: Everything everywhere all at once from 2023-03-23T17:59:52
Jonny Goulden and Saad Siddiqui discuss the impacts of the recent global banking stress on EM fixed income.
Speakers Jonny Goulden, Emerging Markets Strategist
Saad Siddi...
ListenAt Any Rate: The FOMC starts its journey back to “normal” from 2022-04-21T11:56:29.335979
The FOMC starts its journey back to “normal”: At its March 16 meeting, the FOMC took the first steps in unwinding pandemic era accommodation – raising policy rates 25bp, and signaling many more ...
ListenAt Any Rate – Hopping around the latest headlines in base and precious metals from 2022-04-14T11:42:13
Natasha Kaneva is joined by Greg Shearer to discuss the latest news across base and precious metals. European smelter curtailments and dwindling available LME inventories of zinc has sparked su...
ListenAt Any Rate – Europe’s conscious uncoupling — Energy Diversification, Bans, and Strategic Reserves from 2022-04-08T12:22:02
Natasha Kaneva is joined by Shikha Chaturvedi and Ted Hall to discuss the latest critical announcements in the energy sector. On the one hand, European intentions are in place to ...
ListenAt Any Rate – We’re not in Kansas anymore - Uncertainty on both side of the Agriculture equation from 2022-04-01T03:38:05
Tracey Allen discusses the unprecedented supply side uncertainty across global grain markets that continues to fuel heightened volatility and to weigh on liquidity across exchanges. On the consu...
ListenAt Any Rate – EM Fixed Income Focus: The signals for EM fixed income from US yield curve inversion from 2022-03-31T14:14:57
Jonny Goulden and Saad Siddiqui discuss the implications for EM fixed income markets of the US yield curve inverting and what this means for EM’s cyclical investment environment.<...
ListenAt Any Rate – A deeper dive into USD/JPY from 2022-03-30T11:12:12
Meera Chandan and Ben Shatil from FX strategy discuss recent drivers of USD/JPY and make the case for a still-bullish stance in the pair. The overall outlook for FX markets is als...
ListenAt Any Rate: Mind the gap: The pandemic’s scar on gender parity from 2022-03-28T13:10
Our annual report on challenges to achieving gender parity takes stock on scarring that will outlast the pandemic. Female labor force participation declined at historic rates duri...
ListenAt Any Rate: Securitized Products – State of the Market from 2022-03-25T08:04:18
We discuss the state of the securitized products market after meaningful repricing in Q1 2022. We revise spread targets, issuance across all products and touch on home price affor...
ListenAt Any Rate – EM Fixed Income Focus: Lessons for EM after a month of the Russia/Ukraine war from 2022-03-24T14:46:52
Jonny Goulden and Saad Siddiqui discuss the lessons for the broader EM fixed income markets after a month of the Russia/Ukraine war which has exacerbated existing trends but also highlighted vul...
ListenAt Any Rate: US Credit Markets one week after the Fed rate hiking cycle began from 2022-03-23T15:36:29
One week ago the Fed began raising interest rates, signaling a more significant tightening path than previously anticipated, and yet US credit markets rallied strongly afterwards. In this discu...
ListenAt Any Rate – Unpacking the Fed and China developments for FX from 2022-03-23T08:52:49
Meera Chandan and Arindam Sandilya from FX Strategy discuss the recent China and Fed developments and implications for the FX macro landscape.
This podcast was recorded on 23 Mar...
ListenAt Any Rate – Breaking up is hard to do – can Europe disconnect from Russian energy? from 2022-03-18T15:41:06
Natasha Kaneva is joined by Shikha Chaturvedi to discuss Europe’s challenges in reducing its energy reliance on Russia. While Europe will, over time, limit energy imports from Rus...
ListenAt Any Rate – EM Fixed Income Focus: There are only so many things EM can focus on at once from 2022-03-17T15:02:48
Jonny Goulden and Saad Siddiqui discuss the bewildering range of significant factors currently driving EM fixed income markets.
This podcast was recorded on March 17, 2022.
This...
ListenAt Any Rate: US Rates – What’s pushing funding spreads? from 2022-03-14T14:14:19
Ongoing geopolitical risk and the onset of sanctions have pushed Libor and other funding metrics to stressed levels. Strategists Alex Roever and Teresa Ho provide a closer look on the messaging...
ListenAt Any Rate - The ECB and the nasty math of energy prices from 2022-03-11T16:02:45
European Rates Strategists Fabio Bassi, Francis Diamond, Aditya Chordia and Khagendra Gupta discuss the implications of the recent ECB meeting. The more hawkish ECB delivery was likely prompted ...
ListenAt Any Rate – EM Fixed Income Focus: EM stagflation vulnerabilities from 2022-03-10T14:13:43
Jonny Goulden and Saad Siddiqui discuss the risks for EM markets of a more stagflationary global environment, resulting from the Russia/Ukraine war.
This podcast was recorded on March 10...
ListenAt Any Rate - Mounting inflationary pressure in the US from 2022-03-08T17:00:08
TIPS Strategist Phoebe White and US Economist Peter McCrory discuss the outlook for US inflation. Given a shift toward more inertial categories of inflation and the escalating conflict in Ukrai...
ListenAt Any Rate – Considering spillover from geopolitics to FX from 2022-03-07T14:05:05
We discuss the impact of recent geopolitical developments on FX markets. The euro bloc is the most vulnerable, while the dollar and commodity currencies are more insulated. We are recommending s...
ListenAt Any Rate – One week into the Russian invasion - the state of commodities markets from 2022-03-04T16:57:49
Natasha Kaneva is joined by Shikha Chaturvedi, Gregory Shearer, and Tracey Allen to discuss the current state of commodities markets after an exceptionally volatile week given the escalating Rus...
ListenAt Any Rate – EM Fixed Income Focus: The fog of war from 2022-02-24T16:20:45
Jonny Goulden and Saad Siddiqui discuss the impact of the major escalation in the Russia/Ukraine conflict for Emerging Market assets.
This podcast was recorded on February...
ListenAt Any Rate – BoE QT: Taking the plunge on asset sales from 2022-02-24T11:18:50
J.P. Morgan research analysts (Francis Diamond and Allan Monks) discuss their thoughts on BoE QT and in particular potential gilt asset sales. They discuss the policy drivers and ...
ListenAt Any Rate – The world is short commodities. China is not. Introducing the Global Commodities Inventory Monitor. from 2022-02-18T10:43:42
Natasha Kaneva is joined by Tracey Allen to introduce and discuss our commodities inventory monitor. Global commodity inventories have contracted sharply over the past six months. While tradeabl...
ListenAt Any Rate: EM Fixed Income Focus: EM local yield curves in a flattening world from 2022-02-17T14:20
Jonny Goulden and Saad Siddiqui discuss the outlook for EM local yield curves in the face of relentless flattening pressures and a withdrawal of global monetary accommodation. In particular, som...
ListenAt Any Rate: Central banks and FX: Take a hike from 2022-02-14T12:10:42
Paul Meggyesi and Meera Chandan from JPM FX Strategy discuss the relevance of the ECB’s hawkish pivot and other central bank development for the foreign exchange markets.
At Any Rate: Central banks and FX: Take a hike from 2022-02-14T12:10:42
Paul Meggyesi and Meera Chandan from JPM FX Strategy discuss the relevance of the ECB’s hawkish pivot and other central bank development for the foreign exchange markets.
At Any Rate – Scandinavia: As dovish as the Riksbank could get from 2022-02-14T09:31:09
We discuss our views on Riksbank and Norges bank; how long can the Riksbank resist hikes while how many hikes will the Norges bank deliver this year. We also discuss how our central bank and glo...
ListenAt Any Rate – The macro view on metals from 2022-02-11T13:01:41
Natasha Kaneva is joined by Gregory Shearer to discuss how two strong macroeconomic data prints this week (US CPI and China’s credit growth) influence our views across base and pr...
ListenAt Any Rate: ESG Perspectives - Adding up to Net Zero from 2022-02-07T12:46:55
2021 was characterized by strong catalysts for climate change and the energy crunch has highlighted the urgency to accelerate progress. In this episode, Joyce Chang (Chair of Global Research) pr...
ListenAt Any Rate: Hawks in charge from 2022-02-04T14:54:47
Featured in this podcast: Fabio Bassi, Aditya Chordia, Francis Diamond and Khagendra Gupta. ECB took a decisive shift in its reaction function this week opening the door to a 2022 policy rate li...
ListenAt Any Rate: A Cry for Shale: Outlook for US oil and natural gas production from 2022-02-04T14:04:05
Natasha Kaneva is joined by Shikha Chaturvedi and Ted Hall to discuss the role of US supply in the global oil and natural gas markets. Demand in both the global oil and natural gas markets has p...
ListenAt Any Rate – EM Fixed Income Focus: The curious case of sovereign credit underperformance versus local markets from 2022-02-03T13:35:07
Jonny Goulden and Saad Siddiqui discuss the curious case of Emerging Market credit underperformance versus local markets. This has occurred despite market focus on higher US rates which is typic...
ListenAt Any Rate – Russia’s influence on the commodities complex from 2022-01-28T13:25:20
Natasha Kaneva is joined by Shikha Chaturvedi, Gregory Shearer, and Tracey Allen to discuss Russia's influence on the commodities complex. With Russia/Ukraine tensions on the rise...
ListenAt Any Rate – EM Fixed Income Focus: Don’t get carried away in EM FX from 2022-01-27T17:37:19
The Fed remains the key driver for EM markets in early 2022 but EM currencies have underreacted to US rates repricing, with the higher carry now available on EM FX cited as a potential buffer. W...
ListenAt Any Rate: US Rates – What we learned from the January FOMC meeting from 2022-01-27T17:05:27
There were no big surprises at the January FOMC meeting, but Powell’s remarks after the meeting were arguably the most hawkish he’s made as Fed Chair. J.P. Morgan Economist Mike Feroli and US R...
ListenAt Any Rate: Which way is up for the Fed? from 2022-01-14T16:17
Expectations that the Fed will soon begin to normalize monetary policy have left bond market participants with many questions. J.P. Morgan’s Alex Roever explores some of these with economist M...
ListenAt Any Rate: Charging for Chalets – FHFA Boosts LLPAs from 2022-01-12T17:27:44
John Sim Is joined by Nick Maciunas and Kaustub Samant from the Securitized Products team to discuss the FHFA recent changes to loan level pricing for jumbo and second home loans deliverable to ...
ListenAt Any Rate: Tales of the taper from 2021-12-16T13:36:31
Alex Roever is joined by Mike Feroli and Jay Barry to discuss the outcome of the December FOMC meeting and the impact on the US rates market. The Fed made major changes to its policy statement,...
ListenAt Any Rate: Home Price, Commercial Real Estate and Mortgage Rate 2022 Outlook from 2021-12-08T14:27:35
John Sim Is joined by Nick Maciunas, Kaustub Samant and Chong Sin from the Securitized Products team to discuss US home prices, looking at both single-family and multi-family buy / rent options....
ListenAt Any Rate: Outlook for Corporate Bonds in 2022 from 2021-12-01T15:09:26
Alex Roever is joined by Eric Beinstein and Nelson Jantzen to discuss the outlook for High Grade and High Yield corporate credit markets in 2022. Rising UST yields, improving credit fundamental...
ListenAt Any Rate: Thoughts on US&European Interest Rates for 2022 from 2021-11-30T15:12:58
Alex Roever is joined by Srini Ramaswamy, Fabio Bassi, and Jay Barry to discuss the outlook for US and developed market interest rates in 2022. They discuss the relative differences in central ...
ListenAt Any Rate: Known unknowns from 2021-11-04T20:08:51
Alex Roever is joined by Mike Feroli and Jay Barry to discuss the outcomes of the November FOMC meeting and Treasury’s quarterly refunding announcement and the impact on the US rates market. Th...
ListenAt Any Rate: How soon is now from 2021-09-23T15:42:57
In our latest podcast, analysts Alex Roever and Jay Barry discuss the outcome of the September FOMC meeting and the attendant impact on the rates markets. They delve how the outcome was more haw...
ListenAt Any Rate: More than meets the eye from 2021-09-13T16:50:07
In our latest podcast, analysts Alex Roever and Jay Barry discuss the developments in rates markets as summer transitions to fall. They delve into what the current level of Treasury yields impl...
ListenAny Future for Bonds in 60/40? from 2021-08-03T09:58:39
In this conversation, J.P. Morgan Research analysts Jan Loeys, Joshua Younger, and Colin Paiva discuss the outlook for fixed income returns over the coming decades and the role of bonds in asset...
ListenU.S. Fixed Income: The outlook for rates in 2H21 from 2021-06-30T15:55:46
In this conversation, J.P. Morgan Research analysts Alex Roever, Jay Barry, Phoebe White, Teresa Ho, and Josh Younger discuss the outlook for rates and related sectors in the second half of 2021...
ListenU.S. Fixed Income: Demographic Duration Demand in the Long End from 2021-04-22T10:37
In this conversation, J.P. Morgan Research analysts Josh Younger, Jay Barry, Eric Beinstein, and Phoebe White discuss recent trends in demand at the long end of the curve for Treasuries, swaps a...
ListenESG Investing: The Future of Green Hydrogen from 2021-04-01T08:26:56
As interest in ESG investing mounts, some researchers believe a hydrogen revolution is beginning to gather momentum. Why is there renewed interest in hydrogen, what are the growth drivers and wh...
ListenThe Policy Momentum for ESG Acceleration in 2021 from 2021-03-17T17:21:32
As the EU implements the sustainable finance action plan, the new U.S. Democratic administration rolls out its climate and energy policies, all eyes are on the global regulatory landscape that w...
ListenStill Waiting on SLR: The Impact on Banks, Spreads, and Rates from 2021-03-16T13:27:24
In this conversation, J.P. Morgan Research analysts Alex Roever, Kabir Caprihan, Mike Feroli, Jay Barry, Josh Younger, and Teresa Ho discuss the upcoming expiration of the carve-out of reserves...
ListenU.S. Fixed Income: Overstimulated? The Biden Stimulus and Bond Markets from 2021-03-10T13:17:23
In this conversation, J.P. Morgan Research analysts Alex Roever, Mike Feroli, Jay Barry, and Teresa Ho discuss the new stimulus bill in Congress and its implication for the economy, bond markets...
ListenU.S. Fixed Income: How Would Larger Fiscal Stimulus Impact Treasuries and TIPS? from 2021-02-23T16:47:41
In this conversation, J.P. Morgan Research analysts Jay Barry and Phoebe White discuss how larger projected fiscal stimulus is likely to impact the outlook for Treasury yields, TIPS breakevens, ...
ListenU.S. Fixed Income: As Yields Rise, Are We Headed for a Convexity Event? from 2021-02-17T11:16:03
In this conversation, J.P. Morgan Research analysts Matt Jozoff, Josh Younger and Nick Maciunas discuss the risk that rising rates trigger a mortgage convexity event which could accelerate a sel...
ListenU.S. Fixed Income: How Important Are Bank-Level SLR Carve-Outs to Swap Spreads? from 2021-02-08T17:21:57
In this conversation, J.P. Morgan Research analysts Alex Roever and Josh Younger discuss leverage constraints, the interaction between Holding Companies and their bank subsidiaries, and the impl...
ListenU.S. Fixed Income: Making Sense of the February Refunding from 2021-02-04T13:16:27
In this conversation, J.P. Morgan Research analysts Jay Barry, Teresa Ho and Phoebe White discuss everything we learned from Treasury’s quarterly refunding announcement, and the implications for...
ListenCOVID-19’s Impact on the Labor Market from 2021-01-31T22:10:42.023393
Mike Feroli and Dan Silver from J.P. Morgan U.S. Economic Research highlight the key takeaways from the U.S. jobs report, released on May 8, 2020, and share perspectives on what the results mean fo...
ListenU.S. Fixed Income: The Coming Expiry of SLR Carve-Outs from 2021-01-19T14:10:54
In this conversation, J.P. Morgan Research analysts Alex Roever and Josh Younger discuss the implications for Treasury markets of the Supplementary Leverage Ratio and the pending sunset of tempo...
ListenU.S. Fixed Income: Georgia Elections and the Outlook for Rates Markets from 2021-01-12T10:15:56
In this conversation, J.P. Morgan Research analysts Jay Barry and Phoebe White discuss the implications of the recent Georgia runoff Senate elections on rates markets and our forecasts.
...
ListenWhat Should ESG Investing Expect from a Biden-Harris Administration? from 2020-12-07T00:00
With a number of environment and social policy commitments that include rejoining the Paris Agreement, a commitment to net zero emissions by 2050, a proposed $15 federal minimum wage and expande...
ListenBiden vs. Trump: What Will the 2020 U.S. Election Outcome Mean for Markets? from 2020-10-28T20:34:09
Markets are increasingly anticipating a “blue wave”, but risks of a sudden, unexpected tightening in polls or a less straightforward election outcome remain. Joyce Chang, Chair of Global Researc...
ListenPreparing for the Big Bang transition to SOFR discounting from 2020-09-16T14:34:21
In this conversation, J.P. Morgan Research analysts Josh Younger and Henry St John discuss the upcoming Big Bang transition to SOFR discounting for cleared swaps, with a focus on key development...
ListenU.S. Fixed Income: Have Fed Bond Purchases Gone Too Far? from 2020-09-09T17:51:16
In this conversation, J.P. Morgan Research analysts Matt Jozoff, Alex Roever, and Jay Barry discuss the Fed’s balance sheet and securities holdings, and evaluate the case for tapering the pace o...
ListenVolatility Risk and the U.S. Presidential Election: A Cross-Asset Perspective from 2020-09-03T15:45:23
In this conversation, J.P. Morgan Research analysts Josh Younger, Henry St John, Khagendra Gupta, Ladislav Jankovic, Bram Kaplan, and Pavan Talreja provide a global cross-asset perspective on vo...
ListenThe July U.S. Jobs Report: Expectations, Reality and What’s Ahead from 2020-08-12T01:18:40
The July jobs report, recently released by the Bureau of Labor Statistics, shows that the unemployment rate decreased to 10.2% from 11.1% in June. Here, Dan Silver and Jesse Edgerton from U.S. E...
ListenU.S. Fixed Income: Reviewing Treasury's Quarterly Refunding Announcement from 2020-08-06T10:25:40
In this conversation, J.P. Morgan Research analysts Jay Barry and Phoebe White discuss Treasury's August refunding announcement and the outlook for Treasury issuance going forward.
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Core CPI Moves Past Its Weak Streak from 2020-07-16T11:56:18
In this conversation, J.P. Morgan Research analysts Phoebe White and Dan Silver discuss the June CPI report released this week, their outlook for US inflation over the medium term, and implicati...
ListenU.S. Fixed Income: Outlook for U.S. Treasuries from 2020-06-26T15:00:17
In this conversation, J.P. Morgan Research analysts Alex Roever and Jay Barry discuss the outlook for U.S. Treasury markets in the second half of 2020.
This podcast was record...
ListenCryptocurrency Takes Its First Stress Test from 2020-06-23T10:38:23
In this conversation, J.P. Morgan Research analysts Josh Younger, Mika Inkinen and Henry St John discuss cryptocurrency price action amidst recent market volatility, contrast liquidity condition...
Listen2020 Mid-Year Outlook from 2020-06-22T10:54:11
After a V-shaped recovery in markets, growth is expected to rebound strongly in the second half of the year, but the recovery from the COVID-19 pandemic is far from complete. Joe Lupton, from Gl...
ListenBreaking Down the May U.S. Jobs Report from 2020-06-08T13:21:21
Leading up to the release of the U.S. jobs report for May, J.P. Morgan economists expected another month with substantial job losses and a jump in the unemployment rate. However, the May data lo...
ListenU.S. Fixed Income: Negative Fed Funds, More Negative Swap Spreads from 2020-05-13T12:00:56
In this conversation, J.P. Morgan Research analysts Alex Roever, Jay Barry, Josh Younger and Henry St John discuss the outlook for more deeply negative swap spreads off the back of last week’s T...
ListenPandemics, Crashes and Wars: What's the Fed's role? from 2020-05-05T10:43:18
In this conversation, J.P. Morgan Research analysts Mike Feroli, Jay Barry, and Phoebe White discuss takeaways from the April FOMC meeting and compare the Fed's actions during the COVID-19 crisi...
ListenU.S. Fixed Income: Liquidity or Bust from 2020-04-07T12:18:05
In this conversation, part of a series focused on U.S. fixed income markets, J.P. Morgan Research analysts Josh Younger and Henry St John discuss the Fed’s recent temporary supervisory changes t...
ListenU.S. Fixed Income: Decoding the Fed’s Crisis Response from 2020-03-26T10:41:29
In this conversation, part of a series focused on U.S. fixed income markets, J.P. Morgan Research analysts Mike Feroli, Alex Roever, Jay Barry, Josh Younger and Phoebe White discuss the rapid an...
ListenAssessing the Fallout From the Coronavirus Pandemic from 2020-03-23T12:04:34
As COVID-19 continues to spread, the global impact to the economy also continues to evolve at an unprecedented speed. J.P. Morgan Research examines what lies ahead for the markets as we head int...
ListenU.S. Fixed Income: Thoughts on Volatile Markets from 2020-03-16T08:27:24
In this conversation, part of a series focused on U.S. fixed income markets, J.P. Morgan Research analysts Jay Barry, Josh Younger, Brian Ye, and Henry St John discuss their thoughts on recent m...
ListenAssessing the European Policy Response to COVID-19 from 2020-03-12T22:06:20
In this conversation, Bruce Kasman, Malcolm Barr, Greg Fuzesi, and Allan Monks discuss Western European growth and this week’s policy response to the COVID-19 crisis.
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U.S. Fixed Income: Views Across Markets Amid COVID-19 Volatility from 2020-03-04T10:03:20
In this conversation, part of a series focused on U.S. fixed income markets, J.P. Morgan Research analysts Matt Jozoff, Alex Roever, Eric Beinstein, Brian Ye, Jay Barry, and Phoebe White discuss...
ListenU.S. Fixed Income: Feeding the Convexity Beast from 2020-03-03T11:06:16
In this conversation, part of a series focused on U.S. fixed income markets, J.P. Morgan Research analysts Matt Jozoff, Josh Younger, and Munier Salem discuss bank convexity hedging and the rece...
ListenU.S. Fixed Income: Rethinking Repo and Regulation from 2020-02-19T00:00
In this conversation, part of a series focused on U.S. fixed income markets, J.P. Morgan Research analysts Alex Roever, Josh Younger, and Phoebe White discuss the implications of the impending d...
ListenU.S. Fixed Income: Road Ahead for the Fed Balance Sheet from 2020-01-22T15:14:56
In this conversation, the first in a series focused on U.S. fixed income markets, J.P. Morgan Research analysts discuss recent developments regarding the Fed’s balance sheet, the tools the Fed h...
ListenHealthcare in 2020: Key Themes for an Election Year from 2019-12-24T09:57:14
Healthcare remains a key issue for voters ahead of the 2020 elections, with drug pricing reform, patient affordability and the changing role of the consumer as major themes for both the U.S. pha...
ListenHow Lifestyle and Diets Are Changing What We Eat from 2019-11-27T13:39:18
Food is our most essential commodity and a huge growth market. Lifestyles and diets are changing prompting manufacturers from Kellogg to Kraft-Heinz to experiment with new cultivation techniques...
ListenHow Technology is Giving the Beauty Industry a Makeover from 2019-10-01T01:00
Gone are the simple days of cleanse, tone and moisturize. The world’s largest beauty companies including Estée Lauder, L'Oréal, and Procter & Gamble are all embracing the latest emerging technol...
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