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
Monday May 04, 2026
Monday May 04, 2026
Welcome to another episode of In Focus, where we explore timely and thematic topics with insights from across J.P. Morgan Global Research. In today's episode, we bring together equity and credit views to examine the AI CapEx theme, which has been a major driver of risk assets.
Speakers:
Bhupinder Singh, US Equity Strategist & Head of Thematic Research
Nathaniel Rosenbaum, Head of US High Grade Credit Strategy
Samantha Azzarello, Head of Content Strategy
This podcast was recorded on May 1, 2026.
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