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 13, 2023
Friday Jan 13, 2023
Natasha Kaneva is joined by Gregory Shearer and Tracey Allen to discuss the exceptionally strong wintertime heat being observed across the Northern Hemisphere and its implication on the broader commodities complex. January forecasts of the Population Weighted Heating Degree Days index (PWHDD) for the Northern Hemisphere currently sit more than three standard deviations warmer than the 10-year mean, leading to swings in prices and pressures on fundamentals. At the same time, the team discusses the impact on commodities demand from an earlier than expected reopening of the Chinese economy.
Speakers:
Natasha Kaneva, Head of Global Oil and Commodities Research
Greg Shearer, Head of Base and Precious Metals Research
Tracey Allen, Head of Agriculture Research
This podcast was recorded on 13 Jan 2023.
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