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 Apr 14, 2023
Friday Apr 14, 2023
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 decades. With oil market micro fundamentals turning positive, a shift in US monetary policy could be an important signal for the oil markets. Looking at Brent oil returns during 3, 6, 12, and up to 30 months after the Fed ends its hiking cycle, buying the last hike has proven to be the correct strategy historically.
Speakers
Natasha Kaneva, Head of Global Oil and Commodities Research
This podcast was recorded on 14 April 2023
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