Podcast Episodes
Back to SearchIn 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…
4 months 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'…
4 months, 1 week 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…
4 months, 1 week 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…
4 months, 1 week 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…
4 months, 1 week 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…
4 months, 2 weeks ago
Global Rates: Central banks likely to wait-and-see against a backdrop of ongoing Middle-East uncertainty
Episode 726
In this podcast Francis Diamond, Jay Barry and Khagendra upcoming central bank meetings and US, Euro area and UK rate markets against the backdrop of…
4 months, 2 weeks ago
Global FX: De-dollarization, GBP deep-dive, DM central banks
Episode 727
This week, our global FX strategists discuss de-dollarization, a deep-dive into GBP, and upcoming DM central banks.
Speakers
Meera Chandan Global FX …
4 months, 2 weeks ago
EM Fixed Income: Ceasefire implications and Washington takeaways
Episode 725
Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class.
This p…
4 months, 2 weeks ago
Global FX: Cease-fire, the dollar, DM/EM FX impact, IMF round-up
Episode 723
This week, our global FX & EM strategists discuss the outlook for the dollar and the renewed case for carry across regions. We also discuss FX-releva…
4 months, 3 weeks ago