Podcast Episodes
Back to SearchGlobal Commodities: Prices Get Relief
Episode 724
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 FX: The beginning of the end?
Episode 720
Arindam Sandilya and James Nelligan discuss FX markets in the aftermath of US - Iran ceasefire.
This podcast was recorded on 10 April 2026.
This com…
4 months, 3 weeks ago
US Rates - GSIB and Basel III Endgame Update
Episode 722
Teresa Ho and Ipek Ozil discuss the latest updates on GSIB and Basel III Endgame and their impact on rates markets.
Speakers:
Teresa Ho, Head of US…
4 months, 3 weeks ago
EM Fixed Income: Will EM markets keep trading Iran conflict de-escalation?
Episode 721
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, 3 weeks ago
Global Commodities: A Month of Disruption
Episode 719
There has been no rest for commodities in the last 34 days. This week, Houthis have formally entered the conflict, while metals and energy infrastruc…
5 months ago
Global FX: Wary of complacency in FX
Episode 718
We run through the state of current macro markets as this week’s geopolitics has unfolded, detailing our view about potentially complacent FX markets…
5 months ago
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. …
5 months ago
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…
5 months ago
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…
5 months, 1 week ago
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 …
5 months, 1 week ago