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. 17 HR AGO

    Global FX: Take-aways from FOMC and other DM central banks

    Following DM central bank Superweek, we discuss currency take-aways from the Fed, BoC, Norges Bank and BoE and preview FX implications from the SNB and Riksbank next week.   Speakers: Patrick Locke, Global FX Strategy Meera Chandan, Global FX Strategy James Nelligan, Global FX Strategy Junya Tanase, Global FX Strategy   This podcast was recorded on 19 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-5085230-0 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.

    21 min

  2. 17 HR AGO

    Global Rates: Digging into a week of DM central bank decisions

    Rates strategists Jay Barry and Francis Diamond discuss the outcomes of this week's FOMC, BoE, and BoJ meetings, and the impact on DM rates markets.   Speakers:  Jay Barry, Head of Global Rates Strategy Francis Diamond, Head of European Rate Strategy   This podcast was recorded on September 19, 2025. This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-5084041-0 and https://www.jpmm.com/research/content/GPS-5085131-0 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.

    19 min

  3. 1 DAY AGO

    Global Rates: Monthly Inflation Outlook

    US Rates strategist Phoebe White and European Rates strategist Frida Infante discuss the August inflation data and their outlook for inflation markets going forward. While they see limited catalysts to push Euro area breakevens out of recent ranges, the backdrop remains supportive for US breakevens.   Speakers: Phoebe White, Head of US Inflation Strategy Frida Infante, European Rates Strategist   This podcast was recorded on September 18, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5077727-0 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.

    7 min

  4. 1 DAY AGO

    EM Fixed Income: (EM) Credit where credit’s due

    Jonny Goulden, Ben Ramsey, YM Hong and Ayomide Mejabi discuss the implications of the Fed cut for EM, as well as the mood at the Emerging and Frontier Markets Opportunities Conference in London. This podcast was recorded on 18 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-4117650-0 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 min

  5. 12 SEPT

    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.

    11 min

  6. 12 SEPT

    Global FX: Previewing central bank event risk for FX

    This week, our Global FX Strategists touch on the latest developments in CNY, and preview a loaded central bank week for currencies.    Speakers Meera Chandan, Global FX Strategy Arindam Sandilya, Global FX Strategy Patrick Locke, Global FX Strategy James Nelligan, Global FX 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-5079822-0  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.

    28 min

  7. 12 SEPT

    Global Rates: ECB and BoE meetings, French spreads and Dutch indexation

    In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss the Euro market post the September ECB meeting, French spreads following the appointment of a new PM and the upcoming BoE meeting.   Speakers: Francis Diamond, Head of European Rates Strategy Aditya Chordia, Rates Strategy Khagendra Gupta, Rates Strategy   This podcast was recorded on 12 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-5076241-0 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.

    20 min

  8. 12 SEPT

    Global Commodities: Beware the Ides of September

    We revisit the five conditions outlined in June that are necessary for crude oil prices to start reflecting the expected year-end weakness, and suggest that September could be a turning point for the oil market. Global oil inventories built, but the rise in OECD stocks has been modest by comparison. In response, both Brent and WTI curves have flattened out and turned into a ‘smile.’ Refining margins and runs surged in the third quarter, supporting a rebuilding of global product inventories, though stocks in certain regions and products remain below their five-year averages. As a result, refining margins have eased from their previous stratospheric highs, yet continue to hold up well.   Speaker: Natasha Kaneva, Head of Global Commodities Research   This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5078020-0 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.

    14 min
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About

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.

Information

  • Channel
    J.P. Morgan Research
  • Creator
    J.P. Morgan Global Research
  • Years Active
    2019 - 2025
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2021 All rights reserved.
  • Show Website
    At Any Rate

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