J.P. Morgan Research

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비즈니스

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1일 전

Global Commodities: Are Commodities the Market’s Crystal Ball?

Sharp selloffs in metals and elevated oil prices beg the question - is commodity volatility a harbinger of things to come, or merely a correction? While commodities remain supported by reflated growth and expansionary fiscal policy, other effects are also taking place. In this episode, we reiterate our view on metals and discuss the current sentiment in oil markets to help you understand what comes next. Speakers: Natasha Kaneva, Head of Global Commodities Research Greg Shearer, Head of Base & Precious Metals Research This podcast was recorded on February 13, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5206473-0, https://www.jpmm.com/research/content/GPS-5194449-0 and https://www.jpmm.com/research/content/GPS-5184139-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.

1일 전

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12분
2월 6일

Global FX: RBA, JP elections, euro/APAC rotation, dovish BoE, US data

The FX team discusses a variety of topics: the euro bloc/ APAC FX rotation, RBA hawkish pivot, scenarios around upcoming JP elections, the dovish BoE surprise and recent US data. This podcast was recorded on 06 February 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5195273-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.

2월 6일

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29분
2일 전

EM Fixed Income: Getting fully back on the EM horse

Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 13 February 2026. This communication is provided for information purposes only. please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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

2일 전

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20분
2월 5일

US Rates: Crypto market structure bill in limbo

US Rates Strategists Teresa Ho and Molly Herckis discuss the latest developments in the digital cash space. Updates include a stall in Congress passing the crypto market structure bill, working to define stablecoins from a balance sheet perspective, and new tokenized products from leading financial institutions. Speakers: Teresa Ho, Head of US Short Duration Strategy Molly Herckis, US Short Duration Strategy This podcast was recorded on February 5, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5175114-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.

2월 5일

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14분
1월 31일

Global Commodities: A week of commodity whiplash

In this episode, JPMorgan analysts digest yet another week of market volatility in commodities. The metals hit records on Thursday, but only to backtrack and slide by largest amounts seen in years. Oil and gas, on the other hand, grappled with weather and policy uncertainty. We discuss price fundamentals, risk premia and even weather to try and explain these dynamics. Speakers: Natasha Kaneva, Head of Global Commodities Research Greg Shearer, Head of Base & Precious Metals Research Otar Dgebuadze, Global Natural Gas Research This podcast was recorded on Jan 30, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5187665-0, https://www.jpmm.com/research/content/GPS-5186727-0, https://www.jpmm.com/research/content/GPS-5184139-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © YYYY 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.

1월 31일

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21분
2월 4일

Global Data Pod Research Rap: Inflation Monitor

Nora Szentivanyi is joined by Raphael Brun-Aguerre and Michael Hanson to discuss the latest global inflation developments. While fading last quarter’s slide in core CPI inflation, a phase of sticky inflation reflecting common global dynamics looks to be ending and will give way to more disparate 2026 outcomes. US inflation is expected to accelerate above 3%oya as an early-year rebound combines with persistent goods price pressures. At the same time, declining goods prices and moderating wage pressures should push Euro area inflation down further to 1.9% . Early 2026 signals, including the flash Euro area HICP for January and US price surveys, lend support to our views. This podcast was recorded on 04 February 2026. This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-5185055-0, https://www.jpmm.com/research/content/GPS-5167500-0, https://www.jpmm.com/research/content/GPS-5196570-0, https://www.jpmm.com/research/content/GPS-5174882-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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

2월 4일

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29분
2월 6일

Global Commodities: Deconstructing the Metal Mania

Metal mania returns. In this episode, Natasha Kaneva is joined by Greg Shearer, the Head of Base and Precious Metals at JPMorgan. We decompose the recent volatility by discussing retail investors, fundamental differences between gold and silver, as well as the role of these metals in portfolios. Speakers: Natasha Kaneva, Head of Global Commodities Research Greg Shearer, Head of Base & Precious Metals Research This podcast was recorded on Feb 6, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5195750-0, https://www.jpmm.com/research/content/GPS-5193621-0, https://www.jpmm.com/research/content/GPS-5185886-0, https://www.jpmm.com/research/content/GPS-5193648-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.

2월 6일

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10분
1월 23일

Global FX: Bearish USD vs. EM FX risk appetite index, G10 cyclicals and the Fed

Macro signals are highly procyclical but technical signals turn cautious – we debate what matters more. Plus USD/CNY breaks 7.0, Scandis break higher, spotlight on the Fed. Speakers Meera Chandan Global FX Strategy, Arindam Sandilya Global FX Strategy, Anezka Christovova Head of EMEA EM Local Markets Strategy, James Nelligan Global FX Strategy, Patrick Locke Global FX Strategy This podcast was recorded on 23 January 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5182236-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.

1월 23일

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23분
1월 29일

US Rates: Should we talk about the weather?

Jay Barry and Phoebe White discuss the outlook for US rates in the wake of the FOMC meeting and preview the February refunding announcement. Speakers: Jay Barry - Head of Global Rates Strategy Phoebe White - Head of US Inflation Strategy This podcast was recorded on 29 January 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5184282-0, https://www.jpmm.com/research/content/GPS-5189489-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.

1월 29일

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19분
2월 5일

EM Fixed Income: A rest is as good as a change

Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 05 February 2026. © 2026 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.

2월 5일

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23분

Listen to insights from J.P. Morgan Global Research economists and strategists as they discuss the data, trends and catalysts behind market moving and noteworthy economic events. Get new episodes as soon as they’re released: subscribe to J.P. Morgan Global Research.

웹사이트

J.P. Morgan Research

인기 프로그램

Global Commodities: Are Commodities the Market’s Crystal Ball?

Global FX: RBA, JP elections, euro/APAC rotation, dovish BoE, US data

EM Fixed Income: Getting fully back on the EM horse

US Rates: Crypto market structure bill in limbo

Global Commodities: A week of commodity whiplash

Global Data Pod Research Rap: Inflation Monitor

Global Commodities: Deconstructing the Metal Mania

Global FX: Bearish USD vs. EM FX risk appetite index, G10 cyclicals and the Fed

US Rates: Should we talk about the weather?

EM Fixed Income: A rest is as good as a change

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