Podcast Episodes
Back to SearchGlobal Rates – And now my fears, they come to me in threes
Episode 736
J.P. Morgan Strategists discuss the impact to the April employment report on FX and rates markets and delve into Treasury’s May refunding announcemen…
1 month, 2 weeks ago
Global Commodities: An Inventory Detour
Episode 737
While markets await Iran’s response to a US proposal to end the war and reopen the Strait, oil inventories are being activated at unprecedented rates…
1 month, 2 weeks ago
Global FX: Yentervention and other FX policy stories
Episode 735
JPMorgan’s FX strategists discuss the outlook for currencies in the wake of the Japanese MOF’s FX intervention, ahead of President Trump and Secretar…
1 month, 2 weeks ago
EM Fixed Income: Parsing peace talks and payrolls
Episode 734
Anezka Christovova, Ben Ramsey and Tania Escobedo Jacob discuss the latest market developments and their impacts for the EM fixed income asset class.…
1 month, 2 weeks ago
In Focus: Equity & Credit Update on AI CapEx
Episode 733
Welcome to another episode of In Focus, where we explore timely and thematic topics with insights from across J.P. Morgan Global Research. In today's…
1 month, 3 weeks ago
US Rates - I won’t see you next time
Episode 731
The Fed has spoken, now what? Our US Rates strategists break down the April FOMC decision and what it means for markets, plus a preview of next week'…
1 month, 3 weeks ago
Global Commodities: It’s Simple Math
Episode 732
With two months of the Middle East conflict behind us, there is little certainty in the world of commodities. One thing is clear, however: the supply…
1 month, 3 weeks ago
Global FX: Yen intervention, re-assessing USD bearish view, central bank rundown
Episode 730
In this week’s At Any Rate Podcast, our Global FX Strategists discuss 1) this week’s major moves in JPY, 2) how the USD view is evolving, and 3) rece…
1 month, 3 weeks ago
EM Fixed Income: To every thing there is a season
Episode 729
Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.
This p…
1 month, 3 weeks ago
Global Commodities: Running the Numbers on Gas
Episode 728
Markets reacted sharply to Iran allowing commercial vessels to go through the Strait of Hormuz. Despite this signal, last shipments from the Gulf hav…
2 months ago