Podcast Episodes
Back to SearchGlobal 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…
2 months, 2 weeks 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 …
2 months, 2 weeks 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 …
2 months, 2 weeks 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…
2 months, 2 weeks 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…
2 months, 3 weeks 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 months, 3 weeks ago
Global Commodities: A Perfect Storm
Episode 758
On one hand, we see increased oil tanker flows through the Strait of Hormuz. On the other hand, gas markets have had less luck getting LNG through th…
2 months, 3 weeks ago
Global FX: Central banks take centre stage
Episode 757
Arindam Sandilya, Junya Tanase, Patrick Locke and Octavia Popescu discuss the global FX outlook ahead of a heavy calendar of central bank meetings ne…
2 months, 3 weeks ago
Global FX & Economics: UK Outlook, GBP and SEK
Episode 755
We review the UK outlook in terms of economics and politics, as well as the ramifications for GBP, and we conclude with other views of note in the Eu…
2 months, 3 weeks ago
US Rates - Another Volatile Week in Rates Markets
Episode 754
Jay Barry and Ipek Ozil discuss the latest developments in rates markets and outlook for rates into the remainder of the year.
Speakers:
Jay Barry, H…
3 months ago