J.P. Morgan Research Podcast Shows

Channel • 2 Shows

Business

Business

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Business

Business

Updated weekly

14 JUN

Global FX: Reading the tea leaves

Meera Chandan and Patrick Locke discuss the implications of US inflation and the FOMC, as well as recent vol shocks for the dollar and FX markets. Speakers:Meera Chandan, Global FX Strategy Patrick Locke, Global FX Strategy This podcast was recorded on 14 June 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4724024-0 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 Jun

•

17 min
24 MAY

Global Commodities: Gas be nimble, gas be quick…but there will be repercussions

In the past two weeks, US Henry Hub and European TTF have rallied in price significantly. With US prices at one point climbing above $2.70/MMBtu and TTF crossing 35 EUR/MWh, we will discuss the drivers of these price moves higher, including the reduction in supply currently in place - both in US production and global LNG supply - and the fundamental changes that we expect to see as a result of the recent price rally. Additionally, we will dive deeper into headlines surrounding Golden Pass and the Ukraine/Russia transit deal, which could have implications to our current price forecast. Speakers: Shikha Chaturvedi, Head of Global Natural Gas Research This podcast was recorded on 24 May 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4705416-0 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.

24 May

•

13 min
21 MAY

Key Macro Takeaways from J.P. Morgan’s Global Markets Conference in Paris

J.P. Morgan hosted its annual Global Markets Conference in Paris on 15-17 May. Judging from the speaker comments and questions from the audience, participants at the conference appeared rather sanguine about the US and global economic outlook. In this podcast the Macro Research team discusses their key takeaways from the sessions and conversations with investors, which covered a range of topics including the prospects for US soft landing, potential divergence between the Fed and other central bank easing cycles, geopolitical risks and the market implications of the US elections. SpeakersLuis Oganes, Head of Global Macro Research Jay Barry, Co-head of US Rates StrategyFabio Bassi, Head of International Rates StrategyMeera Chandan, Co-head of FX StrategyJonny Goulden, Head of EM Fixed Income Strategy This podcast was recorded on 21 May 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4700544-0, https://www.jpmm.com/research/content/GPS-4704635-0, https://www.jpmm.com/research/content/GPS-4700508-0, https://www.jpmm.com/research/content/GPS-4691814-0 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.

21 May

•

35 min
23 AUG

Global FX: Summertime sadness for USD as yields drag

In this week’s At Any Rate Podcast, our Global FX Strategists Meera Chandan & Patrick Locke discuss implications of recent rates compression for the dollar & global FX. We also discuss the outlook for EUR/USD, as well as the FX implications from US disinflation outpacing other parts of the world. Speakers:Meera Chandan, Global FX StrategyPatrick Locke, Global FX Strategy This podcast was recorded on 23 August 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4779820-0 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.

23 Aug

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18 min
16 AUG

Global FX: Fed easing and dollar weakness: uneasy bedfellows

Arindam Sandilya, Ben Jarman and James Nelligan discuss the non-linear links between central bank easing cycles and currencies in the context of upcoming Fed cuts. SpeakersArindam Sandilya, Global FX Strategy Ben Jarman, Australian and New Zealand Interest Rate Strategy James Nelligan, Global FX Strategy This podcast was recorded on August 16, 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4773369-0 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.

16 Aug

•

17 min
6 SEPT

Global FX & Rates: US rates and FX market after a rollercoaster Friday

Meera Chandan and Jay Barry talk through the US employment data, Fedspeak and the outlook for US rates/ FX markets following a rollercoaster Friday. SpeakersMeera Chandan, Global FX StrategyJay Barry, Fixed Income Strategy This podcast was recorded on 6 Sept 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4789008-0 and https://www.jpmm.com/research/content/GPS-4790005-0 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.

6 Sept

•

15 min
26 JUL

Global Commodities: Gold & Silver—Citius, Altius, Fortius

On the cusp of a Fed cutting cycle with US labor markets softening and the US election news cycle turning increasingly volatile in the run up to November, we maintain our multi-year bullish outlook on gold and silver. Even if the coming Fed cutting cycle comes with twists and turns given potential post-election US policy changes, we still think gold sits in a prime position. While physical demand in China has cooled for now, structurally bullish drivers including US fiscal deficit concerns, central bank reserve diversification amid de-dollarization, inflation hedging, and simmering geopolitical risk all look set to remain supportive factors for gold and silver. Speakers: Gregory Shearer, Head of Base and Precious Metal Research This podcast was recorded on 26 July 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4740899-0 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.

26 Jul

•

11 min
13 SEPT

Global FX: Implications from FOMC and other G10 central banks

We discuss the FX market implications from the upcoming FOMC and other G10 central bank meetings. Speakers:Meera Chandan, Global FX Strategy Patrick Locke, Global FX StrategyJames Nelligan, Global FX Strategy This podcast was recorded on 13 September 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4792216-0 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.

13 Sept

•

20 min
7 JUN

Global FX: Assessing carry trade deleveraging and G10 FX views from here

We assess the impact of this week’s FX carry trade deleveraging, as well as FX views from here after the ECB, BoC and US payrolls, ahead of key event risk next week. Speakers:Patrick Locke, Global FX Strategy James Nelligan, Global FX Strategy This podcast was recorded on 7 June 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4719772-0, 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.

7 Jun

•

14 min
26 JUL

Global FX & Economics: Yen-maggedon

Arindam Sandilya, Patrick Locke and Benjamin Shatil discuss the outlook for BoJ ahead and the Yen ahead of next week’s BOJ and Fed monetary policy meetings. Speakers:Arindam Sandilya, Global FX StrategyPatrick Locke, Global FX StrategyBen Shatil, Economic & Policy Research This podcast was recorded on 26 July 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4755666-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 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.

26 Jul

•

21 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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Top Shows

Global FX: Reading the tea leaves

Global Commodities: Gas be nimble, gas be quick…but there will be repercussions

Key Macro Takeaways from J.P. Morgan’s Global Markets Conference in Paris

Global FX: Summertime sadness for USD as yields drag

Global FX: Fed easing and dollar weakness: uneasy bedfellows

Global FX & Rates: US rates and FX market after a rollercoaster Friday

Global Commodities: Gold & Silver—Citius, Altius, Fortius

Global FX: Implications from FOMC and other G10 central banks

Global FX: Assessing carry trade deleveraging and G10 FX views from here

Global FX & Economics: Yen-maggedon

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