Making Sense J.P. Morgan

In this episode of Research Recap, Jack Atherton, who covers Technology, Media and Telecom Specialist Sales, delves into the latest trends shaping the streaming industry with Doug Anmuth, Head of the U.S. Internet Research Team, and David Karnovsky, Head of U.S. Media, Entertainment, and Advertising. The discussion covers the current state of the streaming market, the impact of price increases and platform partnerships, and the evolving strategies of major players like Netflix and Disney+. They also explore the increasing role of sports content in streaming, the significance of global reach, the potential for industry consolidation, and more.
This episode was recorded on May 10, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to it’s contents for more information including important disclosures. Copyright 2024 JP Morgan Chase & Co. All rights reserved.

In this episode, host Matthew Chan, head of J.P. Morgan Sustainability and ESG Engagement in Asia Pacific, sits down with Greg Zdun, Head of Asia Pacific Energy, Power, Renewables and Metal & Mining at J.P. Morgan, to unpack energy transition with a focus on renewables across the region. They dive into the acceleration of renewables investment in recent years and discuss the latest developments and opportunities across the sector and region.
This episode was recorded on May 9, 2024. 
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity. Some of the datapoints referenced in this podcast are sourced from Det Norske Veritas (DNV) report titled “Energy Transition Outlook China 2024”.
 
© 2024 JPMorgan Chase & Company. All rights reserved. 

Brent Crude has traded roughly 20% higher since the start of the year due to a combination of strong demand growth and production cuts. Looking ahead, could oil prices reach close to $100 by September? Join Natasha Kaneva, Global Head of Commodities Research, and David Levi, Global Head of Commodity Institutional Sales, as they discuss the outlook for oil prices, supply-demand dynamics and more.
This episode was recorded on May 13 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to it’s contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved. 

In this episode, we hear from Mubashir Mukadam, Blantyre Capital’s Founder and CIO.  Mubashir discusses the investment philosophy behind Blantyre’s special situations fund, the intersection between providing capital as a Hedge Fund, Private Equity vs Private Credit, the benefits of providing balance sheet and/ or operational support to certain companies, the competitive landscape in this space, and the extent to which this form of alpha generation is likely to evolve or adopt automation in future.  Mubashir is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.
Shownotes:
To learn more about Blantyre Capital: https://blantyrecapital.com/
To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence
This episode was recorded on April 24, 2024.

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

According to the April jobs report, the U.S. labor market is showing signs of cooling. Nonfarm payrolls were softer than anticipated increasing by 175,000 last month, while the unemployment rate rose to 3.9%. Does this all spell good news for the Fed? Join Mike Feroli, Chief U.S. Economist, and Phoebe White, Head of U.S. Inflation Strategy, as they unpack the latest numbers.
This episode was recorded on May 3, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.

In this episode the group discuss risk / reward for US equities following the dip through April.  They discuss possible reasons for recent equity weakness, the macro and micro backdrop - including recent hotter inflation prints and Q1 corporate earnings trends, the extent to which positioning levels have fallen amid market weakness, resulting market and sector opportunities, and key catalysts to watch from here.  Andrew Tyler, Head of US Market Intelligence, and John Schlegel, Head of Global Positioning Intelligence, are in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.
This episode was recorded on April 29, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.