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
Tuesday Jun 23, 2020
Tuesday Jun 23, 2020
In this conversation, J.P. Morgan Research analysts Josh Younger, Mika Inkinen and Henry St John discuss cryptocurrency price action amidst recent market volatility, contrast liquidity conditions with major asset classes, and discuss various considerations for intrinsic value.
This podcast was recorded on June 17, 2020.
This communication is provided for information purposes only. Institutional clients can read the related report at https://www.jpmm.com/research/content/GPS-3399002-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “Cryptocurrency takes its first stress test: June 17, 2020” © 2020 JPMorgan Chase & Co. All rights reserved.
Wednesday May 13, 2020
Wednesday May 13, 2020
In this conversation, J.P. Morgan Research analysts Alex Roever, Jay Barry, Josh Younger and Henry St John discuss the outlook for more deeply negative swap spreads off the back of last week’s TBAC refunding announcement, and the move last week by the Fed funds futures market towards pricing negative rates.
This podcast was recorded on May 12, 2020.
This communication is provided for information purposes only. Institutional clients can read the related report at https://www.jpmm.com/research/content/GPS-3364041-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “Negative Feds funds futures and more negative swap spreads: May 12th 2020” © 2020 JPMorgan Chase & Co. All rights reserved.
Tuesday May 05, 2020
Tuesday May 05, 2020
In this conversation, J.P. Morgan Research analysts Mike Feroli, Jay Barry, and Phoebe White discuss takeaways from the April FOMC meeting and compare the Fed's actions during the COVID-19 crisis with steps taken in WWII.
This podcast was recorded on May 4, 2020.
This communication is provided for information purposes only. Institutional clients can read the related report at www.jpmm.com/research/content/GPS-3349352-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “QE and YCC in wars, pandemics, and crashes, May 4 2020.” © 2020 JPMorgan Chase & Co. All rights reserved.
Tuesday Apr 07, 2020
Tuesday Apr 07, 2020
In this conversation, part of a series focused on U.S. fixed income markets, J.P. Morgan Research analysts Josh Younger and Henry St John discuss the Fed’s recent temporary supervisory changes to SLR, the reason for it, and its implications for derivatives markets.
This podcast was recorded on April 6, 2020.
This communication is provided for information purposes only. Institutional clients can view related material at http://www.jpmm.com/#research.rates.us for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “Liquidity or bust: April 6 2020.” © 2020 JPMorgan Chase & Co. All rights reserved.
Thursday Mar 26, 2020
Thursday Mar 26, 2020
In this conversation, part of a series focused on U.S. fixed income markets, J.P. Morgan Research analysts Mike Feroli, Alex Roever, Jay Barry, Josh Younger and Phoebe White discuss the rapid and aggressive responses we’ve seen from the Fed in an attempt to limit the economic fallout from the COVID-19 pandemic and ensure that markets continue to function.
This podcast was recorded on March 25, 2020.
This communication is provided for information purposes only. Institutional clients can view related material at http://www.jpmm.com/#research.rates.us for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “Decoding the Fed's crisis response: March 25 2020.” © 2020 JPMorgan Chase & Co. All rights reserved.
Monday Mar 16, 2020
Monday Mar 16, 2020
In this conversation, part of a series focused on U.S. fixed income markets, J.P. Morgan Research analysts Jay Barry, Josh Younger, Brian Ye, and Henry St John discuss their thoughts on recent market and other near-term considerations.
This podcast was recorded on March 11, 2020. This communication is provided for information purposes only. Institutional clients can view related material at www.jpmm.com/research/content/GPS-3297758-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “Thoughts on volatile fixed income markets: March 12th 2020.” © 2020 JPMorgan Chase & Co. All rights reserved.
Wednesday Mar 04, 2020
Wednesday Mar 04, 2020
In this conversation, part of a series focused on U.S. fixed income markets, J.P. Morgan Research analysts Matt Jozoff, Alex Roever, Eric Beinstein, Brian Ye, Jay Barry, and Phoebe White discuss the market volatility observed over recent days in response to the spread of COVID-19 outside of China.
Podcast “U.S. Fixed Income: Feeding the Convexity Beast” – https://podcasts.apple.com/us/podcast/u-s-fixed-income-feeding-the-convexity-beast/id1481423053?i=1000467345569
This podcast was recorded on March 3, 2020. This communication is provided for information purposes only. Institutional clients can read related reports at www.jpmm.com/#research.rates.us for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional fixed income clients with the title “Views Across Fixed Income Amid COVID-19 Volatility, March 3, 2020.” © 2020 JPMorgan Chase & Co. All rights reserved.
Tuesday Mar 03, 2020
Tuesday Mar 03, 2020
In this conversation, part of a series focused on U.S. fixed income markets, J.P. Morgan Research analysts Matt Jozoff, Josh Younger, and Munier Salem discuss bank convexity hedging and the recent moves in interest rate markets.
This podcast was recorded on March 2, 2020. This communication is provided for information purposes only. Institutional fixed income clients can read the related report atwww.jpmm.com/research/content/GPS-3283600-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional fixed income clients with the title “The Rates Rally: Feeding the Beast, March 2, 2020.” ©2020 JPMorgan Chase & Co. All rights reserved.
Wednesday Feb 19, 2020
Wednesday Feb 19, 2020
In this conversation, part of a series focused on U.S. fixed income markets, J.P. Morgan Research analysts Alex Roever, Josh Younger, and Phoebe White discuss the implications of the impending decline in the stock of Treasury bills and the policy proposals recently discussed by Fed Governor Randal Quarles for the U.S. funding markets.
This podcast was recorded on February 14, 2020. This communication is provided for information purposes only. Institutional fixed-income clients can read the related report at www.jpmm.com/research/content/GPS-3266153-0 for more information. Please visit www.jpmm.com/research/disclosures for important disclosures. ©2020 JPMorgan Chase & Co. All rights reserved.
Wednesday Jan 22, 2020
Wednesday Jan 22, 2020
In this conversation, the first in a series focused on U.S. fixed income markets, J.P. Morgan Research analysts discuss recent developments regarding the Fed’s balance sheet, the tools the Fed has been using to inject liquidity into the system, and the implications for US funding markets.
This podcast was recorded on January 21, 2020.
This communication is provided for information purposes only. Clients can read the related report at www.jpmm.com/research/content/GPS-3233948-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2020 JPMorgan Chase & Co. All rights reserved.