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 12, 2024
Friday Apr 12, 2024
A hot CPI print following the recent strong jobs print has put ‘high for long’ back in focus, challenging the soft landing narrative. We discuss with Phoebe what these ‘bumps in the road’ mean our views on TIPS, breakevens, and duration generally. As for Gold, Greg dissects the reasons for the recent rally and reviews whether the rate cutting cycle is going to be as bullish for Gold as it was historically.
Speakers:
Phoebe White, Head of Inflation Strategy
Thomas Salopek, Head of Cross Asset Strategy
Gregory Shearer, Head of Metals Research
This podcast was recorded on April 11, 2024.
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