Podcast Episodes
Back to SearchUS Rates: Fed Policy Outlook & New Task Forces
Episode 784
Speakers:
Jay Barry, Head of Global Rates Strategy
Michael Feroli, Chief US Economist
Samantha Azzarello, Head of Content Strategy
This podcast …
1 month, 2 weeks ago
Global Rates: A long hot summer for front-end inflation markets
Episode 783
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. fol…
1 month, 2 weeks ago
Global Commodities: Eyes back on Hormuz
Episode 782
The situation in the Strait of Hormuz has worsened, creating risks for the recovery of oil and gas infrastructure. Simultaneously, there are many que…
1 month, 2 weeks ago
Global Rates: Summer thoughts on European rates
Episode 778
In this podcast Francis Diamond, Khagendra Gupta and Aditya Chordia discuss the upcoming ECB meeting, thoughts on yields over the summer and UK polit…
1 month, 2 weeks ago
Global FX: CPI/ USD, Model take-aways, EM rundown
Episode 781
We discuss USD take-aways from the soft CPI print countered by Fed hawkishness, main take-aways from our suite of systematic models and key drivers/ …
1 month, 2 weeks ago
EM Fixed Income: Navigating cross-currents, even on the frontier
Episode 780
Anezka Christovova, Ben Ramsey and Ayomide Mejabi discuss the latest market developments and their impacts for the EM fixed income asset class.
This …
1 month, 3 weeks ago
In Focus: US Defense
Episode 779
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 month, 3 weeks ago
US Rates - Cash continues to roll in
Episode 776
Ipek Ozil and Pankaj Vohra discuss some of the latest developments in funding.
Speakers
Ipek Ozil, Head, U.S. Interest Rate Derivatives Strategy
Pa…
1 month, 3 weeks ago
Global Commodities: A sense of déjà vu
Episode 775
Just as markets embraced an open Strait of Hormuz, a sense of déjà vu has washed over the commodities world when vessels were attacked this week. At …
1 month, 3 weeks ago
Global FX: Keep calm and carry on
Episode 774
Arindam Sandilya, James Nelligan and Junya Tanase discuss the week in currencies.
This podcast was recorded on 10 July 2026.
This communication is…
1 month, 3 weeks ago