97 episodes

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

At Any Rate J.P. Morgan Research

    • Business

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

    Global Commodities: Natural Gas and Agriculture markets catch up

    Global Commodities: Natural Gas and Agriculture markets catch up

    With timing being the key behind our bullish regional Henry Hub story, the reversal of a preliminary junction granted to Energy Transfer a year ago may provide relief for future LNG demand. Meanwhile, the USDA’s April WASDE was neutral-to-bearish relative to average trade expectations, leaving unanswered questions for South American corn and soybean production, after yet another month of local write-downs.
     
    SpeakersShikha Chaturvedi, Head of Global Natural Gas Research Tracey Allen, Head of Agricultural Commodities Research 
     
    This podcast was recorded on April 12, 2024.
    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4670498-0 and https://www.jpmm.com/research/content/GPS-4671902-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

    • 14 min
    US Rates: ‘Post-CPI view on US Fixed Income and Gold’ with Phoebe White, Head of US Inflation Strategy and Greg Shearer, Head of Metals Research

    US Rates: ‘Post-CPI view on US Fixed Income and Gold’ with Phoebe White, Head of US Inflation Strategy and Greg Shearer, Head of Metals Research

    A hot CPI print following the recent strong jobs print has put ‘high for long’ back in focus, challenging the soft landing narrative. We discuss with Phoebe what these ‘bumps in the road’ mean our views on TIPS, breakevens, and duration generally. As for Gold, Greg dissects the reasons for the recent rally and reviews whether the rate cutting cycle is going to be as bullish for Gold as it was historically.
     
    Speakers:
    Phoebe White, Head of Inflation StrategyThomas Salopek, Head of Cross Asset StrategyGregory Shearer, Head of Metals Research
     
    This podcast was recorded on April 11, 2024.
    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4671684-0 and https://www.jpmm.com/research/content/GPS-4667440-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
     

    • 19 min
    EM Fixed Income: Stepping Aside (Again)

    EM Fixed Income: Stepping Aside (Again)

    Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class.
    Speakers:Jonny Goulden, Emerging Markets Strategist
    Saad Siddiqui, Emerging Markets Strategist
    This podcast was recorded on 11 April 2024.
    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4671783-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

    • 14 min
    U.S. Rate: Earthquakes, solar eclipses, and the April tax date

    U.S. Rate: Earthquakes, solar eclipses, and the April tax date

    Rates strategists Jay Barry and Teresa Ho discuss the moves in secured funding rates and Treasury yields in the wake of strong manufacturing and employment data, and preview the risks around March CPI and the April tax date.
    Speakers
    Jay Barry, co-head US Rates StrategyTeresa Ho, Head of US Short Duration Strategy
    This podcast was recorded on April 5, 2024.
     
    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4655558-0, https://www.jpmm.com/research/content/GPS-4664658-0, https://www.jpmm.com/research/content/GPS-4667703-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

    • 17 min
    Global Rates: A round up of hot topics for Euro rate markets

    Global Rates: A round up of hot topics for Euro rate markets

    In this episode, Rates strategists Francis Diamond, Aditya Chordia and Khagendra Gupta discuss some current key themes and topics for Euro area rate markets. They cover the upcoming April ECB meeting, the recent fiscal announcements and noise in France and Italy, views on swap spreads, drivers of Euro volatility and the impact of rising oil prices on inflation markets.
     
    SpeakersFrancis Diamond, UK Rates & European Inflation Strategy Aditya Chordia, Rates Strategy Khagendra Gupta, Rates Strategy 
     
    This podcast was recorded on 5 April 2024.
    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4666360-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
     

    • 19 min
    Global FX: Go with the flows

    Global FX: Go with the flows

    This week, our FX Strategists Patrick Locke, James Nelligan & Ladislav Jankovic discuss USD & G10 FX trends amid a backdrop of strong US data & higher yields against improving global growth signals, and also break down implications for the dollar from higher oil, weaker CAD data and prospects for CHF depreciation.
    This podcast was recorded on 05 April 2024.
    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4667578-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
    © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

    • 17 min

Top Podcasts In Business

Think Fast, Talk Smart: Communication Techniques
Stanford GSB
声动早咖啡
声动活泼
投資唔講廢話
阿樂
After Hours
TED Audio Collective / Youngme Moon, Mihir Desai, & Felix Oberholzer-Gee
The Diary Of A CEO with Steven Bartlett
DOAC
Money Stuff: The Podcast
Bloomberg

You Might Also Like

UBS On-Air: Market Moves
Client Strategy Office
Making Sense
J.P. Morgan
Thoughts on the Market
Morgan Stanley
Global Data Pod
J.P. Morgan Global Research
Goldman Sachs The Markets
Goldman Sachs
Notes on the Week Ahead
Dr. David Kelly