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 Sep 23, 2022
Friday Sep 23, 2022
Jonny Goulden and Tales Padilha discuss the impact of a hawkish Fed and rise in US real yields on EM fixed income markets.
This podcast was recorded on 23 September 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4213903-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
Friday Sep 16, 2022
Friday Sep 16, 2022
J.P. Morgan researchers Meera Chandan, Francis Diamond, Allan Monks and Patrick Locke discuss the outlook for the UK economy, rates and FX markets following the historic fiscal plan.
This podcast was recorded on September 16, 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4208824-0, www.jpmm.com/research/content/GPS-4208942-0, www.jpmm.com/research/content/GPS-4206423-0, www.jpmm.com/research/content/GPS-4201080-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
Monday Sep 12, 2022
Monday Sep 12, 2022
In the podcast we discuss latest developments in FX options markets, touching on EUR and Yen positioning in FX options markets, Yen volatility surface backdrop, Brazil election pricing and European – LatAm relative value.
This podcast was recorded on September 12, 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4203121-0 and www.jpmm.com/research/content/GPS-4204124-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
Thursday Sep 08, 2022
Thursday Sep 08, 2022
Featured in this podcast are Tohru Sasaki and Benjamin Shatil
This podcast was recorded on Sep 8, 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-4200131-0, https://jpmorganmarkets.com/research/content/GPS-4190370-0 and https://jpmorganmarkets.com/research/content/GPS-4195632-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
Friday Sep 02, 2022
Friday Sep 02, 2022
J.P. Morgan FX strategists Meera Chandan, Arindam Sandilya and Ben Shatil discuss the outlook for bellwether USD pairs at key levels—EUR/USD, USD/JPY and USD/CNY.
This podcast was recorded on 02 September 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4195632-0, https://www.jpmm.com/research/content/GPS-4197402-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
Wednesday Aug 24, 2022
Wednesday Aug 24, 2022
J.P. Morgan FX and Rates strategists Meera Chandan, Aditya Chordia and Francis Diamond discuss market implications of key European events in September—ECB/BoE meetings, Italian elections and the Tory leadership choice.
This podcast was recorded on 24 August 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4184594-0 , https://www.jpmm.com/research/content/GPS-4185006-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
Monday Aug 22, 2022
Monday Aug 22, 2022
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J.P. Morgan’s Srini Ramaswamy and Ipek Ozil discuss the Treasury roll and factors that may impact it.
Speakers: Srini Ramaswamy Ipek Ozil
This podcast was recorded on August 22 2022. This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4178736-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved. |
Friday Aug 19, 2022
Friday Aug 19, 2022
Greg Shearer discusses the recent supply closure announcements across base metals markets and why prices have seemingly shrugged off the headlines. As gas and power prices continue to rise in Europe, this week brought two additional closures of zinc and aluminum smelter capacity on the continent. Despite this and ongoing power rationing impacting supply in China as well, base metals prices have traded lower on the week as concern is now also rising that energy shortages are reaching a pivot point where demand could and will likely begin to be more severely impacted as well.
Speaker: Greg Shearer, Head of Base and Precious Metals Research
This podcast was recorded on Aug 19, 2022.
This communication is provided for information purposes only. Institutional clients can view the related reports at
For more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
Friday Aug 19, 2022
Friday Aug 19, 2022
J.P. Morgan FX strategists Meera Chandan, Arindam Sandilya and Patrick Locke discuss recent developments in the US, Europe and China and discuss the motivation for further dollar strength.
This podcast was recorded on 19th August 2022
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4184594-0 , www.jpmm.com/research/content/GPS-4182953-0 , www.jpmm.com/research/content/GPS-4182309-0 , www.jpmm.com/research/content/GPS-4182228-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
Friday Aug 12, 2022
Friday Aug 12, 2022
Tracey Allen and Ruhani Aggarwal discuss their latest fundamental and price assessment for agricultural markets through 2022-23. Grain prices are consolidating around costs of production after one of the largest ever positioning washouts on record through June-certainly more abrupt, increasing risks of a late summer recovery. With one go the warmest Northern Hemisphere summers on record threatening production potential across Western Europe, and Ukrainian agricultural exports flowing well below capacity indefinitely, agricultural markets warrant close attention. Price forecasts through 3Q22 have been marked-to-market, prompting lower revisions for grains, palm, sugar and cotton markets, amid a tighter fundamental environment. The forecast profile continues to embed a fundamentally driven recovery through end 3Q22 into 4Q22 - reflecting the physical tightness in exploitable supplies, as material supply side downgrades are realized, and consumer demand emerges after a hiatus. Investor flows post-holiday season will also be important to monitor.
This podcast was recorded on 12 August 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4178532-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.