Podcast Episodes
Back to SearchEM Fixed Income: Mid-year outlook, amid a moving target backdrop
Episode 767
Anezka Christovova, Ben Ramsey and Tania Escobedo discuss the latest market developments and their impacts for the EM fixed income asset class.
This …
4 hours ago
Global FX: Mid-Year Outlook pushbacks, payrolls, CNY, GBP
Episode 766
This week, our Global FX Strategists respond to clients’ FAQs following mid-year outlook discussions. We also preview next week’s payrolls print for …
5 hours ago
Global FX: Bullish Beta, Bullish Dollar
Episode 760
We discuss our mid-year FX outlook in a rare long-format presentation.
Speakers
Meera Chandan, Global FX Strategy
Arindam Sandilya, Global FX Strat…
1 week ago
Global FX: 2H Vol Outlook: Carry the Day, Vol the Tail
Episode 765
Ladislav Jankovic, Arindam Sandilya and Sanjana Shinde discuss the outlook for FX volatility in 2H26.
This podcast was recorded on 18 June 2026.
Thi…
1 week ago
Global Rates: Scandi and BoE Central Bank wrap up, UK politics (again)
Episode 764
In this podcast, Francis Diamond and Khagendra Gupta discuss the Riskbank, Norges Bank and BoE meetings this week and also talk (again) about the lat…
1 week ago
Global Commodities: Seeing the Invisible
Episode 763
Despite the signed Memorandum of Understanding and eased prices, tightness persists across commodities most affected by the closure of the Strait of …
1 week, 1 day ago
Global Rates: Inflation Markets in Europe, the UK and the US
Episode 762
In this podcast, Frida Infante and Harry Downie discuss the latest inflation data and breakeven markets across the euro area, the UK and the U.S. in …
1 week, 1 day ago
In Focus: G7 Summit
Episode 761
Welcome to J.P. Morgan Global Research's podcast, In Focus, where we explore timely and thematic topics with insights from across Global Research. In…
1 week, 1 day ago
Emerging Markets Outlook and Strategy for 2H26
Episode 759
Luis Oganes, Nora Szentivanyi, Anezka Christovova & Ben Ramsey discuss the outlook for Emerging Markets for 2H26.
This podcast was recorded on 15 Jun…
1 week, 4 days ago
Global Rates: European Rate Markets – looking ahead over 2H26
Episode 756
In this podcast Francis Diamond, Khagendra Gupta and Aditya Chordia discuss European rate market views for the second half of this year.
This podca…
2 weeks ago