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 May 20, 2022
Friday May 20, 2022
Jonny Goulden and Saad Siddiqui discuss the positioning and flow supports or risks to EM fixed income assets, as market volatility persists.
This podcast was recorded on 20 May 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4099123-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
Friday May 13, 2022
Friday May 13, 2022
A stablecoin has become unstable. US and global funding markets and regulators are watching closely for signs of contagion. J.P. Morgan’s Teresa Ho joins Alex Roever to discuss their note on recent developments.
Speakers
Alex Roever, US Rates Strategy
Teresa Ho Gentile, US Fixed Income Strategy
This podcast was recorded on May 13, 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4091899-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
Friday May 13, 2022
Friday May 13, 2022
Natasha Kaneva discusses the pivot point the global economy is at, necessitating a realignment in the US trade objective from free to "free but secure.” The new plurilateral trade order would realign commodities supply chains among like-minded countries (friend-shoring) to ensure the availability, affordability, security, and sustainability of natural resources. In addition to significantly higher costs of commodities production and supply chain redundancies, the management of strategic and commercial inventories will also have to change, replacing the just-in-time supply chain with just-in-case.
Speakers
Natasha Kaneva, Head of Global Oil and Commodities Research
This podcast was recorded on May 13, 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4075607-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
Friday Apr 29, 2022
Friday Apr 29, 2022
Tracey Allen discusses Indonesia’s ban on exports of some edible oils that commenced yesterday. The ban is an attempt to manage domestic food price inflation and food security. Wider challenges to the global agricultural supply side response will also be discussed.
This podcast was recorded on 29 April 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4068836-0, www.jpmm.com/research/content/GPS-4070164-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
Thursday Apr 28, 2022
Thursday Apr 28, 2022
Peter DeGroot is joined by Alex Roever to discuss our updated US rates strategy view. Ye Tian and Sabrina Spatz also join to discuss the worst muni 1Q performance on record, as well as muni sectors including airports and state and local governments.
Speakers:
Peter DeGroot, Head of Municipal Research & Strategy
Alex Roever, Head of US Rates Strategy
Ye Tian, Municipal Research & Strategy
Sabrina Spatz, Municipal Research & Strategy
This podcast was recorded on April 5, 2022.
This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
Thursday Apr 28, 2022
Thursday Apr 28, 2022
Jonny Goulden and Saad Siddiqui discuss the recent market weakness in EM currencies and their relationship to CNY, commodities and the broader dollar.
This podcast was recorded on April 28, 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4075554-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
Wednesday Apr 27, 2022
Wednesday Apr 27, 2022
Luis Oganes, Jessica Murray and Lydia Harvey discuss our second survey of dedicated EM investors that focused on how climate is incorporated into EM sovereign ESG strategies. Survey results reveal that human induced climate change is one of the top three ESG related concerns of EM fixed income investors, who communicated that generating positive real-world climate impact was an important consideration in their ESG strategies, particularly as EM economies face significant transition and physical climate risks.
This podcast was recorded on 26/04/22.
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4061324-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
Monday Apr 25, 2022
Monday Apr 25, 2022
The May FOMC meeting is fast approaching. Markets have priced in a 50bp hike to the Fed funds rate, and nearly 200bp more for the balance of 2022. US Rates strategist Alex Roever is joined by Economist Mike Feroli and Government strategists Jay Barry and Phoebe White to discuss rates, yield curves and inflation.
This podcast was recorded on April 25, 2022.
This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
Friday Apr 22, 2022
Friday Apr 22, 2022
Natasha Kaneva is joined by Shikha Chaturvedi to discuss why the recent rise in US natural gas price has resulted in little change in the supply and demand balance at the current time. With US natural gas price now above $7/MMBtu and an end-October storage trajectory of 3.4 Tcf, traditional levers of supply increase and demand destruction that would manifest at this price level have been missing. This is particularly true in terms of demand destruction as the US coal balance now appears tighter than the US natural gas balance.
Speakers
Natasha Kaneva, Head of Global Oil and Commodities Research
Shikha Chaturvedi, Head of Global Gas Research
This podcast was recorded on April 22, 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4068518-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
Thursday Apr 14, 2022
Thursday Apr 14, 2022
Natasha Kaneva is joined by Greg Shearer to discuss the latest news across base and precious metals. European smelter curtailments and dwindling available LME inventories of zinc has sparked supply security fears in yet another industrial metal. How concerned should industrial consumers be? Moreover, the pair discuss the impact of the LPPM’s suspension of Russia’s two PGM refineries and whether or not gold will ever trade on real-yield fundamentals again.
Speakers
Natasha Kaneva, Head of Global Oil and Commodities Research
Gregory Shearer, Head of Metals Research
This podcast was recorded on April 14. 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4057950-0, https://www.jpmm.com/research/content/GPS-4061524-0, https://www.jpmm.com/research/content/GPS-4060660-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.