Podcast Episodes
Back to SearchGlobal Rates: Monthly Inflation Outlook
Episode 677
Rates strategists Francis Diamond and Phoebe White discuss their recently released Monthly Inflation Outlook. The recent increase in energy prices ha…
5 months ago
Global Rates: 2026 Global government issuance outlook
Episode 676
J.P. Morgan’s Global Rates Strategy team discusses the outlook for DM government bond issuance in 2026.
Speakers
Jay Barry, Head of Global Rates St…
5 months, 1 week ago
Global FX: FX in the political crosshairs
Episode 675
Arindam Sandilya, Patrick Locke, and Junya Tanase discuss the outlook for currency markets in the context of increased anxiety around Fed independenc…
5 months, 1 week ago
Global Commodities: Oil, gas, and metals kick off a volatile year
Episode 674
It has been a busy start of the year for commodities markets. In oil, market attention has shifted from Venezuela to Iran and the risk of more than …
5 months, 1 week ago
EM Fixed Income: Sticking to the knitting
Episode 672
Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.
This p…
5 months, 1 week ago
At Any Rate: The GSEs and their $200bn Grand Spread Experiment
Episode 673
Ipek Ozil, Nick Maciunas and Nate Rosenbaum discuss GSEs buying Agency MBS in size following President Trump’s social media post and the potential im…
5 months, 1 week ago
Global FX: A highly procyclical start
Episode 670
Meera Chandan, James Nelligan, Anezka Christovova and Patrick Locke discuss opportunities in DM and EM FX as 2026 kicks off.
This podcast was recorde…
5 months, 2 weeks ago
European Rates: January supply and technical drivers in Euro area rates, UK rates update
Episode 669
In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss some key themes in European rate markets for January, focusing on Euro ar…
5 months, 2 weeks ago
Global Commodities: Venezuela – implications on commodities
Episode 671
Recent events in Venezuela, specifically a US military operation on January 3, 2026, that captured Nicolás Maduro, so far have had limited immediate …
5 months, 2 weeks ago
Global FX: US data, DM central banks, year-end observations
Episode 667
In our last FX podcast of the year, we discuss the main questions and highlights from our year-ahead outlook meetings as well as take-aways from DM c…
6 months, 1 week ago