25 episodes

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.

At Any Rate J.P. Morgan

    • Business
    • 4.5 • 27 Ratings

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.

    Preparing for the Big Bang transition to SOFR discounting

    Preparing for the Big Bang transition to SOFR discounting

    In this conversation, J.P. Morgan Research analysts Josh Younger and Henry St John discuss the upcoming Big Bang transition to SOFR discounting for cleared swaps, with a focus on key developments this week, as well as an overview of some of the mechanics involved with the transition process. This podcast was recorded on September 15, 2020.This communication is provided for information purposes only. Institutional clients can read the related report at https://www.jpmm.com/research/content/GPS-3494132-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “Preparing for the Big Bang transition to SOFR discounting: 15 September 2020.” © 2020 JPMorgan Chase & Co. All rights reserved.

    • 15 min
    U.S. Fixed Income: Have Fed Bond Purchases Gone Too Far?

    U.S. Fixed Income: Have Fed Bond Purchases Gone Too Far?

    In this conversation, J.P. Morgan Research analysts Matt Jozoff, Alex Roever, and Jay Barry discuss the Fed’s balance sheet and securities holdings, and evaluate the case for tapering the pace of securities purchases. This podcast was recorded on September 8, 2020.This communication is provided for information purposes only.  Institutional clients can view related material at www.jpmm.com/#research.rates.us for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “Have Fed bond purchases gone too far?: September 8, 2020.” © 2020 JPMorgan Chase & Co. All rights reserved.

    • 10 min
    Volatility Risk and the U.S. Presidential Election: A Cross-Asset Perspective

    Volatility Risk and the U.S. Presidential Election: A Cross-Asset Perspective

    In this conversation, J.P. Morgan Research analysts Josh Younger, Henry St John, Khagendra Gupta, Ladislav Jankovic, Bram Kaplan, and Pavan Talreja provide a global cross-asset perspective on volatility risk and the upcoming U.S. presidential election. This podcast was recorded on September 2, 2020.This communication is provided for information purposes only. Institutional clients can read the related report at www.jpmm.com/research/content/GPS-3482158-0  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “A cross asset perspective on volatility risk and the U.S. Presidential Election: 2 September 2020.” © 2020 JPMorgan Chase & Co. All rights reserved. 

    • 27 min
    The July U.S. Jobs Report: Expectations, Reality and What’s Ahead

    The July U.S. Jobs Report: Expectations, Reality and What’s Ahead

    The July jobs report, recently released by the Bureau of Labor Statistics, shows that the unemployment rate decreased to 10.2% from 11.1% in June. Here, Dan Silver and Jesse Edgerton from U.S. Economic Research discuss key takeaways, consumer spending patterns and the relationship between COVID-19 and economic activity. This podcast was recorded on August 7, 2020.This communication is provided for information purposes only. Please read J.P. Morgan research reports related to its contents for more information, including important disclosures. © 2020 JPMorgan Chase & Co. All rights reserved.

    • 9 min
    U.S. Fixed Income: Reviewing Treasury's Quarterly Refunding Announcement

    U.S. Fixed Income: Reviewing Treasury's Quarterly Refunding Announcement

    In this conversation, J.P. Morgan Research analysts Jay Barry and Phoebe White discuss Treasury's August refunding announcement and the outlook for Treasury issuance going forward. This podcast was recorded on August 5, 2020.This communication is provided for information purposes only. Institutional clients can read the related report at www.jpmm.com/research/content/GPS-3454904-0  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “7-10 split: August refunding review.” © 2020 JPMorgan Chase & Co. All rights reserved.

    • 16 min
    Core CPI Moves Past Its Weak Streak

    Core CPI Moves Past Its Weak Streak

    In this conversation, J.P. Morgan Research analysts Phoebe White and Dan Silver discuss the June CPI report released this week, their outlook for US inflation over the medium term, and implications for various inflation hedging strategies. This podcast was recorded on July 14, 2020.This communication is provided for information purposes only. Institutional clients can read the related report at www.jpmm.com/research/content/GPS-3428163-0 0  andwww.jpmm.com/research/content/GPS-3425399-0  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “Core CPI moves past its weak streak.” © 2020 JPMorgan Chase & Co. All rights reserved.

    • 14 min

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27 Ratings

27 Ratings

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Volatility Risk and U.S. Presidential Election

Josh Younger, Henry St. John, Khagendra Gupta, Ladislav Jankovic, Bram Kaplan, and Pavan Talreja all provide a helpful context for thinking about current market conditions in the options, FX, and rates markets, and the implied pricing, leading up to the November 2020 election. Thank you.

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