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 Mar 01, 2024
Friday Mar 01, 2024
Strategists Jay Barry and Meera Chandan discuss the outlook for rates and currencies ahead of Chair Powell’s Congressional testimony, the ECB meeting, and February employment data next week.
Speakers:
Jay Barry, US Rates Strategy
Meera Chandan, Global FX Strategy
This podcast was recorded on date.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4640038-0, https://www.jpmm.com/research/content/GPS-4641490-0, https://www.jpmm.com/research/content/GPS-4635376-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
Wednesday Feb 28, 2024
Wednesday Feb 28, 2024
Elisabetta Ferrara and Aditya Chordia discuss their views on the evolution of demand for Euro area government bonds, based on the analysis published in our Global government bond activity chart pack.
This podcast was recorded on 28 February 2024.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4635297-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
© 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
Monday Feb 26, 2024
Monday Feb 26, 2024
Teresa Ho and Ipek Ozil discuss recent market developments that will likely result in a later QT taper and what that means for markets with respect to ON RRP, reserves, SOFR, and swap spreads.
Speakers:
Teresa Ho, US Fixed Income Strategy
Ipek Ozil, US Rates Strategy
This podcast was recorded on 26 February 2024.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4636544-0, https://www.jpmm.com/research/content/GPS-4633120-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
Friday Feb 23, 2024
Friday Feb 23, 2024
Arindam Sandilya, Ben Jarman and Patrick Locke discuss the FX outlook amid a less dovish tone in bond markets.
Speakers
Arindam Sandilya, Global FX Strategy
Ben Jarman, Global Economics, Rates & FX Strategy
Patrick Locke, Global FX Strategy
This podcast was recorded on 23 February 2024.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4635313-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
Friday Feb 23, 2024
Friday Feb 23, 2024
While US natural gas prices made historic lows not seen since 1995 last week, European and global LNG prices have slid to lows not seen since before the Russia/Ukraine war. As prices have fallen, we have seen some interesting comments this earnings season which are likely the very result of these low prices. In the US market we will discuss one producer’s move to defer production while in the European market we will discuss what appears to be signs of life for industrial demand.
Speakers:
Shikha Chaturvedi, Head of Global Natural Gas Research
This podcast was recorded on 23 February 2024.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4622508-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
Friday Feb 16, 2024
Friday Feb 16, 2024
In this episode, we discuss our takeaways from the January inflation data and the broader outlook for inflation, growth, and rates markets. CPI, PPI and import price inflation all came in stronger than expected in January, even as retail sales data disappointed. We still look for inflation to cool gradually over time and stick with our call for the first rate cut to come in June. We like positioning for lower front-end real yields.
Speakers:
Phoebe White
Michael Feroli
This podcast was recorded on 16 February 2024.
This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
Friday Feb 16, 2024
Friday Feb 16, 2024
With US natural gas price reaching lows not seen since 1995, it begs the question what is the path forward for US natural gas producers this summer? In this podcast, we will discuss how the US natural gas market got here and whether it changes our views on being bullish 2025 price. We think a further and perhaps more substantial slide in price could ensue if early-indications of March weather were to also suggest milder than normal.
Speaker:
Shikha Chaturvedi, Head of Global Natural gas Research
This podcast was recorded on 16 Feb 2024.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4629952-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
Friday Feb 16, 2024
Friday Feb 16, 2024
This week, FX strategists Patrick Locke & James Nelligan discuss the lack of follow-through on the dollar following US CPI, as well as implications from inflation data elsewhere around the DM space.
This podcast was recorded on 16 February 2024.
This communication is provided for information purposes only. Institutional clients can view related research at www.jpmm.com for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
© 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
Thursday Feb 15, 2024
Thursday Feb 15, 2024
Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class.
Speakers:
Jonny Goulden, Emerging Markets Strategist
Saad Siddiqui, Emerging Markets Strategist
This podcast was recorded on date.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4628065-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
Wednesday Feb 14, 2024
Wednesday Feb 14, 2024
Srini Ramaswamy and Ipek Ozil discuss the dynamics of the upcoming Treasury futures roll cycle.
Speakers:
Srini Ramaswamy
Ipek Ozil
This podcast was recorded on February 14, 2024.
This communication is provided for information purposes only. Institutional clients can view the related report at
https://www.jpmm.com/research/content/GPS-4621321-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.