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
Jan 19, 2023
Jan 19, 2023
17 min
Jonny Goulden and Saad Siddiqui discuss whether a China reopening has been over- or under-priced by EM fixed income assets.
This podcast was recorded on January 19, 2023.
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4312195-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.
Jan 13, 2023
Jan 13, 2023
18 min
Meera Chandan, Arindam Sandilya and Ben Shatil discuss changes to the EUR, CNY & JPY outlooks.
Speakers
Meera Chandan, Global FX Strategy
Arindam Sandilya, Global FX Strategy
Ben Shatil, Global FX Strategy
This podcast was recorded on 13 January 2023.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4307604-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.
Jan 13, 2023
Jan 13, 2023
14 min
Natasha Kaneva is joined by Gregory Shearer and Tracey Allen to discuss the exceptionally strong wintertime heat being observed across the Northern Hemisphere and its implication on the broader commodities complex. January forecasts of the Population Weighted Heating Degree Days index (PWHDD) for the Northern Hemisphere currently sit more than three standard deviations warmer than the 10-year mean, leading to swings in prices and pressures on fundamentals. At the same time, the team discusses the impact on commodities demand from an earlier than expected reopening of the Chinese economy.
Speakers:
Natasha Kaneva, Head of Global Oil and Commodities Research
Greg Shearer, Head of Base and Precious Metals Research
Tracey Allen, Head of Agriculture Research
This podcast was recorded on 13 Jan 2023.
This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.
Jan 6, 2023
Jan 6, 2023
15 min
J.P. Morgan FX strategists Meera Chandan and James Nelligan discuss the cross-currents affecting the dollar and highlight why cyclical G10 currencies in the euro bloc are underperforming.
This podcast was recorded on Friday 06 January 2023.
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4301207-0 , for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
Jan 5, 2023
Jan 5, 2023
15 min
Jonny Goulden and Saad Siddiqui discuss what’s new for EM fixed income markets as we start the new year.
This podcast was recorded on January 5, 2023.
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4299965-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.
Dec 16, 2022
Dec 16, 2022
22 min
J.P. Morgan strategists Meera Chandan, Arindam Sandilya and Jay Barry discuss the outlook for FX and rates markets following the soft US inflation print, FOMC and China re-opening.
This podcast was recorded on 16 December 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4284551-0, www.jpmm.com/research/content/GPS-4289691-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
Dec 13, 2022
Dec 13, 2022
15 min
Srini Ramaswamy and Ipek Ozil discuss implied PCA framework – a new forward-looking PCA framework that can be useful in identifying potential Fed regime shifts, and more.
This podcast was recorded on 13 December 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4267726-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
Nov 28, 2022
Nov 28, 2022
22 min
In our latest rates strategy podcast, Fabio Bassi, Francis Diamond, Aditya Chordia and Khagendra Gupta discuss our 2023 outlook themes for the Euro area, UK and inflation. We outline our thoughts on the upcoming ECB and BoE meetings, discuss our views on curve, duration, intra-EMU spreads, swap spreads and volatility as well as outline opportunities in inflation markets.
This podcast was recorded on 28 November 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4269808-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
Nov 23, 2022
Nov 23, 2022
32 min
Arindam Sandilya, Meera Chandan, Benjamin Shatil, James Nelligan, Patrick Locke and Antonin Delair discuss JPMorgan’s Global FX Strategy outlook for 2023.
Speakers
Arindam Sandilya, Global FX Strategy
Meera Chandan, Global FX Strategy
Ben Shatil, Global FX Strategy
James Nelligan, Global FX Strategy
Patrick Locke, Global FX Strategy
Antonin Delair, Global FX Strategy
This podcast was recorded on 23 November 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4268149-0, https://www.jpmm.com/research/content/GPS-4270636-0.pdf for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
Nov 23, 2022
Nov 23, 2022
19 min
Luis Oganes, Jonny Goulden and Nora Szentivanyi discuss the outlook for emerging markets for 2023.
This podcast was recorded on November 23, 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4269370-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.