J.P. Morgan Research

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Canal • 2 programas

Economía y empresa

Economía y empresa

Cada día
Economía y empresa

Economía y empresa

Cada semana

12 SEP

US Rates: Yield curve bull flattens ahead of September FOMC

US Rates strategists Phoebe White and Ipek Ozil reflect on the drivers of this week’s bull flattening move and discuss views ahead of next week’s FOMC meeting and the September corporate tax day. Speakers Phoebe White, Head of US Inflation Strategy Ipek Ozil, Head of US Interest Rate Derivatives Strategy This podcast was recorded on Sept 12, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5080506-0 https://www.jpmm.com/research/content/GPS-5076988-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

12 sep

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11 min
29 AGO

Global Rates: Euro area and UK rate markets into the end of summer

In this podcast, Francis Diamond and Khagendra Gupta discuss their latest views on Euro area and UK rate market as markets start to move out of summer holiday mode. This podcast was recorded on 29 August 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5070106-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

29 ago

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15 min
5 SEP

Global FX and Rates: Yield curve steepening, payrolls and FX hedge ratios

Meera Chandan, Francis Diamond, Patrick Locke and Octavia Popescu discuss the drivers of yield curve steepening across DM markets, FX implications of fiscal differentiation/ US payrolls and the latest developments in FX hedge ratios. Speakers Meera Chandan, Global FX Strategy Francis Diamond, Global Rates Patrick Locke, Global FX Strategy Octavia Popescu, Global FX Strategy This podcast was recorded on 5 September 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5073426-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

5 sep

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19 min
22 AGO

Global FX: The weak dollar view passes a flow test

This week, our FX Strategists break down the growth/inflation mix in the US and how that’s impacting the dollar, before providing an update on the state of cross-border USD flows and FX hedging. They also provide a recap of recent tactical developments in G10, including the dovish RBNZ surprise and recent data out of the UK. Speakers Arindam Sandilya, Global FX Strategy Ben Jarman, Global Economics, Rates & FX Strategy Patrick Locke, Global FX Strategy James Nelligan, Global FX Strategy Octavia Popescu, Global FX Strategy This podcast was recorded on 22 August 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5061667-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

22 ago

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18 min
4 ABR

Global Commodities: Recession concerns confirmed

During this commodities edition, Tracey discusses the implications of Liberation Day tariffs for agri markets and the outlook ahead. Speaker: Tracey Allen, Head of Agricultural Commodities Research This podcast was recorded on 4, April 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4949701-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

4 abr

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9 min
10 ABR

US Rates – There’s no crying in basis

US Rates strategists Jay Barry, Srini Ramaswamy, Phoebe White, and Ipek Ozil discuss the historic volatility observed in US rates markets over the past week and its drivers. Treasury market liquidity deteriorated, and swap spreads narrowed sharply, but the cash/futures basis and repo rates were relatively stable. Speakers: Jay Barry, Head of Global Rates Strategy Srini Ramaswamy, Global Head of Interest Rate Derivatives Strategy Phoebe White, Head of US Inflation Strategy Ipek Ozil, Head of US Interest Rate Derivatives Strategy This podcast was recorded on 10 April 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4955364-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

10 abr

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23 min
16 JUN

US Rates: US rates market 2H25 outlook

J.P. Morgan’s Jay Barry, Teresa Ho, Ipek Ozil, and Phoebe White discuss the outlook for the US rates market in the second half of 2025, discussing Treasury yields, swap spreads, TIPS, and the short-term fixed income markets. Speakers Jay Barry, Head of Global Rates Strategy Teresa Ho, Head of US Short Duration Strategy Ipek Ozil, Head of US Interest Rate Derivatives Strategy Phoebe White, Head of US Inflation Strategy This podcast was recorded on June 16, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5008078-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

16 jun

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28 min
1 AGO

Global FX and Rates: FOMC, Payrolls, Refunding and Trade deals

Meera Chandan and Jay Barry discuss the take-aways for FX and rates from key events this week, ranging from FOMC, Payrolls, Refunding and Trade deals. Speakers Meera Chandan, Global FX Strategy Jay Barry, Head of Global Rates Strategy This podcast was recorded on 8/1/25. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5045488-0 and https://www.jpmm.com/research/content/GPS-5042769-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

1 ago

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21 min
23 JUL

US Rates: Previewing the August refunding announcement

J.P. Morgan’s Jay Barry, Senior J.P. Morgan research and trading personnel will discuss their expectations for the refunding announcement as well as what it could mean for the Treasury market and swap spreads. Speakers: Jay Barry - Head of Global Rates Strategy Phoebe White - US Rates Strategist & Head of US Inflation Strategy Eric Childs - Head of NA Rates Trading This podcast was recorded on July 23, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5035275-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

23 jul

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29 min
9 MAY

US Rates – Deal or no deal?

US Rates strategists Phoebe White, Teresa Ho, and Ipek Ozil discuss their takeaways from this week's Fed meeting and tariff announcements. With a deterioration in labor market data still likely to drive Fed easing later this year, Treasury yields are expected to fall over coming months. Meanwhile, funding markets remain healthy, and stability has returned to swap spreads. Speakers: Phoebe White, Head of US Inflation Strategy Teresa Ho Gentile, Head of US Short Duration Strategy Ipek Ozil, Head of US Interest Rate Derivatives Strategy This podcast was recorded on 9 May 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4981555-0, https://www.jpmm.com/research/content/GPS-4980064-0, https://www.jpmm.com/research/content/GPS-4976471-0, https://www.jpmm.com/research/content/GPS-4980549-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

9 may

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15 min

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.

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J.P. Morgan Research

Top programas

US Rates: Yield curve bull flattens ahead of September FOMC

Global Rates: Euro area and UK rate markets into the end of summer

Global FX and Rates: Yield curve steepening, payrolls and FX hedge ratios

Global FX: The weak dollar view passes a flow test

Global Commodities: Recession concerns confirmed

US Rates – There’s no crying in basis

US Rates: US rates market 2H25 outlook

Global FX and Rates: FOMC, Payrolls, Refunding and Trade deals

US Rates: Previewing the August refunding announcement

US Rates – Deal or no deal?

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