Markets Explained

J.P. Morgan Asset Management Market Insights
  • 5.0 (13)
  • Investing
  • Updated weekly

In this increasingly tumultuous world, what should investors see as a signal? And what should they dismiss as noise? In this weekly podcast, Karen Ward, Chief Market Strategist for EMEA, and Hugh Gimber, Global Market Strategist, do exactly that - they digest the newsflow and work out what it means for global investors.

Episodes

  1. A goldilocks US jobs report expected

    1 day ago

    A goldilocks US jobs report expected

    While a concrete deal between the US and Iran remains elusive, the market is hopeful that the Strait will at least partially re-open while talks continue. Investors will also have to focus on ‘payrolls week’ with a flurry of information about the US labour market. Will the labour market heat up and put pressure on the Fed to hike this year or will the labour market stay relatively weak despite a booming economy? Is AI doing all the work? And will this week’s inflation data set the ECB up for making a policy error? These are some of the issues Karen and Hugh discuss this week.

    15 min
  2. Hopes of a deal in Iran calms bond markets

    26 May

    Hopes of a deal in Iran calms bond markets

    In this week’s podcast Karen and Hugh discuss the latest developments in the negotiations between the US and Iran, some feedback from J. P. Morgan Asset Management’s global shipping team about how quickly energy markets could normalise when the Strait reopens, and why we all need to keep an eye on developments in Japan.

    16 min
  3. Market jitters build

    18 May

    Market jitters build

    In this week’s podcast Karen and Hugh discuss how markets are getting more jittery about a prolonged conflict in Iran, how the summit between Xi and Trump fits into the narrative, and what the latest uncertainty in UK politics means for the Gilt market.

    15 min
  4. Middle East, inflation and UK politics

    11 May

    Middle East, inflation and UK politics

    On this week’s podcast Karen and Hugh discuss whether markets are looking through the Middle East conflict, what higher oil prices might mean for US inflation due out this week and what the gilt market makes of the latest developments in UK politics. Visit our homepage to learn more about the Market Insights programme.

    16 min

  5. 1 May

    New Podcast launching 11 May: Markets Explained

    In this increasingly tumultuous world, what should investors see as a signal? And what should they dismiss as noise? In this weekly podcast Karen and Hugh do exactly that – they digest the newsflow and work out what it means for global investors.

    20 sec

Trailer

Ratings & Reviews

5
out of 5
13 Ratings

About

In this increasingly tumultuous world, what should investors see as a signal? And what should they dismiss as noise? In this weekly podcast, Karen Ward, Chief Market Strategist for EMEA, and Hugh Gimber, Global Market Strategist, do exactly that - they digest the newsflow and work out what it means for global investors.

Information

  • Creator
    J.P. Morgan Asset Management Market Insights
  • Years Active
    2k
  • Episodes
    5
  • Rating
    Clean
  • Copyright
    © Copyright 2026 All rights reserved.
  • Show Website
    Markets Explained

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