All into Account

J.P. Morgan Global Research

Thought leaders from J.P. Morgan Global Research discuss cross asset investing and highlight key trends impacting financial markets.

  1. 5d ago

    All into Account: Strait Risk to Market Risk: V-Shaped Rebound, Narrow Runway

    In this episode, Joyce Chang, Chair of Global Research, joins Petya Koeva Brooks (IMF) and Ayhan Kose (World Bank) to discuss their midyear outlooks that touch on competing forces—downside risks from energy security pressures, higher fiscal costs, and higher-for-longer rates vs. upside potential from AI capex investment and stronger positioning along the technology value chain. While the rebound from the Iran conflict is V-shaped and stronger than expected, confidence is increasingly reliant on market performance.   Speakers: Joyce Chang, Chair of Global Research, J. P. Morgan Petya Koeva Brooks, Deputy Director, International Monetary Fund Ayhan Kose, Deputy Chief Economist of the World Bank Group and Director of the Prospects Group   This podcast was recorded on 20 July 2026.  This communication is provided for information purposes only. Institutional clients 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.

  2. Jun 12

    From Barrels to Ballots: Middle East and Midterm Elections

    In this episode we are pleased to feature two expert guest speakers: Mike Singh, who is Managing Director and a senior fellow at The Washington Institute and former senior director for Middle East Affairs at the National Security Council and Daniel Silverberg, who is a Partner at Capstone and brings deep experience at the intersection of national security and Washington policymaking from his time serving as National Security Advisor to House Majority Leader Steny Hoyer. Together, they dig into what the conflict means for regional stability and energy markets and examine how, if at all, the conflict could shape the political landscape as we head toward the US midterm elections.   Speakers: Amy Ho, Strategic Research, JPMorgan Mike Singh, Managing Director, The Washington Institute Daniel Silverberg, Partner, Capstone   This podcast was recorded on June 9, 2026.   This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 J.P. Morgan 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.

  3. May 12

    All into Account: What to Watch for at the Trump-Xi Summit

    In this episode, we take a closer look at what to watch for in the upcoming Trump-Xi summit, which will be the first U.S. presidential visit to Beijing in nearly nine years, including what realistic deliverables may look like. We are pleased to welcome two leading experts: Zongyuan Zoe Liu, Maurice R. Greenberg Senior Fellow for China Studies at the Council on Foreign Relations (CFR), and Navin Girishankar, President of the Economic Security & Technology Department at the Center for Strategic and International Studies (CSIS). The discussion will be moderated by J.P. Morgan’s Amy Ho, Strategic Research, and will begin with opening remarks from Joyce Chang, Chair of Global Research. Institutional clients of J.P. Morgan can view the related report at https://jpmorganmarkets.com/research/content/GPS-5298527-0.   Speakers:  Joyce Chang, Chair of Global Research Amy Ho, Strategic Research Navin Girishankar, President of the Economic Security & Technology Department at the Center for Strategic and International Studies (CSIS) Zongyuan Zoe Liu, Maurice R. Greenberg Senior Fellow for China Studies at the Council on Foreign Relations (CFR)   This podcast was recorded on May 8, 2026.   This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-5298527-0 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.

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Thought leaders from J.P. Morgan Global Research discuss cross asset investing and highlight key trends impacting financial markets.

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