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.
Episodes
Friday Jan 28, 2022
Friday Jan 28, 2022
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, an escalation and/or potential disruption in exports is materially bullish commodities. Natural gas, oil, aluminum, PGMs, wheat and corn look to be the most exposed.
This podcast was recorded on 28 January 2022.
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