98 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 Research

    • Business
    • 4.2 • 62 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.

    EM Fixed Income Focus: The data vs the US elections

    EM Fixed Income Focus: The data vs the US elections

    EM strategists Jonny Goulden & Saad Siddiqui update views on EM markets and discuss the impact of the US elections vs the supportive global data.
     
    SpeakersJonny Goulden, Emerging Markets Strategist Saad Siddiqui, Emerging Markets Strategist
     
    This podcast was recorded on 12 July 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.

    • 17 min
    Global FX: On Japan intervention/ GPIF, dollar supports and European data

    Global FX: On Japan intervention/ GPIF, dollar supports and European data

    This week, our Global FX Strategists discuss the outlook for yen flows with focus on GPIF, the dollar’s reaction to CPI & payrolls, and the implications of the latest data for EUR, GBP and Scandi FX.
    This podcast was recorded on 12 July 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.

    • 21 min
    EM Fixed Income: The data vs the US elections

    EM Fixed Income: The data vs the US elections

    EM strategists Jonny Goulden & Saad Siddiqui update views on EM markets and discuss the impact of the US elections vs the supportive global data.
    This podcast was recorded on 12 July 2024.
    This communication is provided for information purposes only. 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.

    • 17 min
    Global Commodities: A dichotomy in the oil balance

    Global Commodities: A dichotomy in the oil balance

    Speakers:  
    Natasha Kaneva, Head of Global Commodities Research
     
    Our balances suggest a ~1.0 mbd deficit in oil liquids in 3Q, comprised of a large 1.6 mbd surplus in products, but a massive 2.4 mbd draw in crude. This dichotomy represents a historic norm in terms of direction, but is an anomaly in terms of scale. Supply and demand so far have performed largely in line with our expectations, but if there is a weak spot in our balances, it would likely be on the refining side. Throughout this year we have been consistently downgrading our projections for growth in global processing rates for 2024, and now see only 1 mbd growth this year vs 1.8 mbd originally. We maintain our long-held view that Brent oil will reach $90 by September, average $84 in the third quarter and $83 for the year, before dropping into mid-$60s in 4Q25.
     
    This podcast was recorded on 12 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-4740131-0 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.
     

    • 11 min
    US Rates: US Rates Markets 2024 Mid-year Outlook

    US Rates: US Rates Markets 2024 Mid-year Outlook

    JPMorgan's strategists specializing in the Treasury, Inflation, Short Term and Derivatives markets discuss their views over the remainder of the year.
     
    Speakers:
    Phoebe White, Executive Director, U.S. Government Bonds
    Teresa Ho, Head of U.S. Short Duration Strategy
    Jay Barry, Managing Director and co-head of US Rates Strategy 
    Srini Ramaswamy, Managing Director and Co-Head of US Rates Strategy 
    Ipek Ozil, Executive Director, U.S. Fixed Income Derivatives Research
     
    This podcast was recorded on July 8, 2024. 
    This communication is provided for information purposes only. Institutional clients can view the related report at https://markets.jpmorgan.com/research/email/scx/-va7mace/FD6ajB__KxREVg3CXo4bYw/GPS-4735741-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved.
     
     
     

    • 27 min
    Global Commodities: Supply insecure—China’s imports of commodities at all-time highs and likely to stay that way

    Global Commodities: Supply insecure—China’s imports of commodities at all-time highs and likely to stay that way

    Speakers:
    Natasha Kaneva, Head of Global Commodities Research
     
    China’s imports of commodities are at all-time highs, in stark contrast to the wider, faltering macroeconomic growth in the country. As the world’s single largest consumer of commodities, China has three main sources of vulnerability: (i) it has abundant domestic resources of coal and rare earth but is relatively poor in others, (ii) with only 7% of the world’s arable land and limited fresh water resources, the country feeds about 20% of the world’s population, and (iii) most commodities are shipped to China via eight marine choke points—including the Strait of Malacca—over which the US has significant influence. To ensure the long-term security of strategic commodities, China is pursuing a three-pronged strategy: (i) more efficient development of domestic mineral and agricultural resources, (ii) establish control of resource bases overseas via equity stakes and partnerships, and (iii) build-up of strategic stockpiles. Given the increasing share of China-owned assets in the country’s total commodity import mix and China’s goal to boost its strategic reserves, the nation’s imports of natural resources will continue to grow.
     
    This podcast was recorded on 3 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-4466326-0 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.
     
     

    • 18 min

Customer Reviews

4.2 out of 5
62 Ratings

62 Ratings

Mohan 1234 ,

Mohan

One of best podcasts on macro.

MSavola ,

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.

Interested bystander ,

Great content and poor sound

Sound and voice recording are bargain basement. Purchase better mics and invest in better recording equipment.

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