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In Focus: Middle East Conflict

Episode 717

Welcome to JPMorganChase Global Research’s new In Focus podcast, where we explore timely, thematic topics with insights from across Global Research. …

2 months, 3 weeks ago

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EM Fixed Income: Still waiting for the conflict to pass over

Episode 716

Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.

This p…

2 months, 3 weeks ago

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Global Commodities: Timing the Global Impact

Episode 715

The conflict in the Middle East is approaching its one-month mark. This week, markets were forced to pair off two opposing forces: deteriorating fund…

2 months, 4 weeks ago

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Global FX - Feelin ‘22

Episode 714

This week, our Global FX Strategists navigate the FX macro implications of the ongoing US Iran conflict, as well as detailing the insights on FX vol …

2 months, 4 weeks ago

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Global Commodities: What are the Markets Missing?

Episode 713

The war in the Middle East is reaching its three-week mark and commodities markets show no signs of easing. On the contrary, attacks on critical ener…

3 months ago

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Global FX: Oil turns up the heat on central banks & FX

Episode 712

This week, our Global FX Strategists unpack the ongoing spillover of the US-Iran conflict through to the dollar, as well as this week’s hawkish centr…

3 months ago

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EM Fixed Income: Middle East conflict week 3 damage assessment for EM

Episode 711

Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.

This p…

3 months ago

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Global Rates: Global DM Swap Spread Outlook

Episode 710

In this podcast Khagendra Gupta, Ipek Ozil, Francis Diamond, Takafumi Yamawaki, and Ben Jarman discuss the main drivers of DM swap spreads.

 

This po…

3 months ago

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Global Rates: Where next for CB and rates as the Middle-East conflict persists?

Episode 707

In this podcast Francis Diamond, Jay Barry and Aditya Chordia discuss the impact of the ongoing Middle-East conflict on US, Euro area and UK rate mar…

3 months, 1 week ago

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Global Commodities: Mind the Metals

Episode 708

It has been two weeks since the start of the conflict in the Middle East and supply-side issues remain the top concern for commodity markets. In addi…

3 months, 1 week ago

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