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97 episodios
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At Any Rate J.P. Morgan Research
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- Economía y empresa
Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.
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US Rates Strategy: Unpacking a big week for US rates
On this episode, Jay Barry and Phoebe White discuss the implications of the recent events in Europe on Treasury market liquidity, as well as their takeaways from the downside surprise in May CPI and their thoughts ahead for US rates and inflation markets. They are hesitant to take too much signal from the weakness in core inflation in May and still expect the first rate cut in November.
Speakers:
Phoebe White, Fixed Income Strategy
Jay Barry, Fixed Income 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-4725284-0 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. -
Global Rates: French election still a main focus for European rate markets, UK election and BoE much less impactful
Rates strategists Francis Diamond and Aditya Chordia discuss some current key themes and topics for European rate markets. French politics is the focus for Euro rate markets and with the situation fluid they discuss what has changed over the past few days and how that impacts on view on French spread and other intra-EMU spreads. They also touch on UK political developments this past week and the June BoE meeting.
Speakers:
Francis Diamond, UK Rates & European Inflation Strategy
Aditya Chordia, Rates 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-4723970-0 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. -
Global Commodities: Another Thirteen
Acknowledging the notable slowdown in drilling activity, we now expect annual US crude oil output, including condensate, to increase by 362 kbd in 2024 and 395 kbd in 2025. While oil recovered per foot drilled in the US shale basins fell 12% since its peak in 2021, operational efficiencies, which began being implemented more widely last year, are more than offsetting declining productivity and relatively low rig count. On annualized basis, we project another 400 kbd growth in US NGLs supply in 2024 and an additional 350 kbd in 2025. Combined, we estimate total US oil liquids production will grow by 762 kbd in 2024 and 745 kbd in 2025.
Speakers:
Natasha Kaneva, Head of Global Commodities and Oil Research
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-4708264-0 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. -
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. -
EM Fixed Income Focus: Deciphering the multitude of volatility drivers
Jonny Goulden and Saad Siddiqui analyse the multiple global and EM-specific drivers of rise in volatility hitting EM markets.
This podcast was recorded on 14 June 2024.
This communication is provided for information purposes only. Institutional clients; 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. -
Global FX, Rates & Economics: French election: Thoughts on outcome and implications on rates/ FX markets
Raphael Brun-Aguerre, Aditya Chordia and Meera Chandan discuss the path ahead for the French lower house elections in the coming weeks as well as implications for FX / rates markets.
This podcast was recorded on 11 June 2024.
This communication is provided for information purposes only. Institutional clients can view the related reports at
https://www.jpmm.com/research/content/GPS-4721981-0
https://www.jpmm.com/research/content/GPS-4723118-0
https://www.jpmm.com/research/content/GPS-4723362-0
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.