At Any Rate

J.P. Morgan Research

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

  1. 3 DGN GELEDEN

    Global FX: Interrogating the optimistic baseline

    Arindam Sandilya, Junya Tanase, James Nelligan and Patrick Locke stress test the cyclically constructive, dollar bearish baseline narrative in light of ongoing volatility in US equities, industrial commodities and geopolitical ructions.   This podcast was recorded on 20 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-5208833-0 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

    21 min

  2. 3 DGN GELEDEN

    Global Commodities: Going Against the Grain on Oil

    Last week we visited the International Energy Week in London and found the market to be rather optimistic, making a bullish case for oil. Respectfully, we disagree. We reiterate our views on resilient Russian supply, discuss the limited Iran risk and point to the accumulation of inventories across the globe.    Speaker:  Natasha Kaneva, Head of Global Commodities Research   This podcast was recorded on February 19, 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-5194449-0 and https://www.jpmm.com/research/content/GPS-5209388-0 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.

    11 min

  3. 13 FEB

    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.

    12 min

  4. 13 FEB

    Global FX: How much is too much?

    Arindam Sandilya, James Nelligan and Patrick Locke discuss the FX outlook against the backdrop of US equity stress and underperformance of US stocks relative to the rest of the world. This podcast was recorded on 13 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-5201480-0 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

    25 min

  5. 13 FEB

    European Rates: Scandinavian rate outlook – a long winter hibernation

    In this podcast Francis Diamond and Frida Infante discuss the outlook for Sweden and Norway rate markets.   This podcast was recorded on 13 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-5204805-0 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.

    8 min

  6. 13 FEB

    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

    20 min

  7. 13 FEB

    Global Rates: Analysing Eurex and US futures roll

    In this podcast Khagendra Gupta and Ipek Ozil discuss the drivers of US and Eurex futures roll and their outlook for Mar26/Jun26 bond futures rollover.   Speakers:  Ipek Ozil - Head of US Interest Rate Derivatives Strategy Khagendra Gupta - Head of European Interest Rate Derivatives Strategy   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-5201365-0 and https://www.jpmm.com/research/content/GPS-5203633-0 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.

    11 min

  8. 6 FEB

    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.

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

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  • Kanaal
    J.P. Morgan Research
  • Maker
    J.P. Morgan Global Research
  • Jaren actief
    2019 - 2026
  • Afleveringen
    100
  • Beoordeling
    Veilig
  • Copyright
    © Copyright 2021 All rights reserved.
  • Website van aflevering
    At Any Rate

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