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. 3d ago

    All Into Account: No Quick Fix for US Housing Affordability - Affordability Challenges are Reshaping Markets

    Housing affordability remains the most enduring post-pandemic challenge to the cost of living. The supply-demand imbalances remain the binding constraint, but the drivers of the housing affordability crisis are broadening. In this latest All into Account podcast episode featuring J.P. Morgan research analysts, we unpack the housing affordability crisis, from frozen supply and rate lock-in effects to policy fixes, CRE recovery, the spillover to corporate credit and what JPMorganChase is doing to support housing supply and affordability with its American Dream Initiative.   Speakers: Joyce Chang, Chair of Global Research Mohammed Hossain, Strategic Research John Sim, Head of Securitized Products Research Chong Sin, Securitized Products Research Anthony Paolone, CFA, Co-Head of REITs & Real Estate Services Michelle Herrick, Head of Commercial Real Estate Arjun Chandar, North America Corporate Credit Research Bennett Parrish, Economic and Policy Research   This podcast was recorded on Oct 7, 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. 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

  2. 5d ago

    All into Account - Toward a New Economic Growth Model for China: IMF Perspectives on Advancing China’s Reforms

    In this latest All into Account podcast episode, we are pleased to feature Krishna Srinivasan, Director of the Asia and Pacific Department at the International Monetary Fund (IMF), who helps us dive into the IMF’s latest book “Toward a New Economic Growth Model for China”. We discuss why China’s investment- and export-led growth model is reaching its limits, the reforms needed to revive domestic demand, and the macro-financial framework required to support a more consumption and market-driven economy, and our key takeaways follow.   Speakers: Joyce Chang, Chair of Global Research Krishna Srinivasan, Director, Asia-Pacific Department at International Monetary Fund     This podcast was recorded on September 28, 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. Sep 23

    All into Account - US Midterms: Momentum Shifts Left

    With the US midterm elections approaching, we’re pleased to feature two leading political and policy experts, Charles Myers, Chairman and Founder of Signum Global Advisors, and Frank Kelly, Founder and Managing Partner of Fulcrum Macro Advisors. In this latest All into Account podcast episode, we discuss the shifting electoral landscape, affordability and oil pressures, post-election policy risks, AI politics and the 2028 presidential field.   Speakers:  Amy Ho, Strategic Research Joyce Chang, Chair of Global Research Charles Myers, Chairman and Founder of Signum Global Advisors, Frank Kelly, Founder and Managing Partner of Fulcrum Macro Advisors   This podcast was recorded on September 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.

  4. Sep 14

    Shifting Market Structure Beneath the Calm - IMF’s Tobias Adrian on a Decade of Global Financial Stability

    Tobias Adrian shares lessons learned from his tenure as Financial Counsellor and Director of the IMF’s Monetary and Capital Markets Department, a role he assumed from January 2017 to August 31, 2026. Tobias led the IMF’s work on capital markets, financial sector surveillance, monetary and macroprudential policies, digital money, financial regulation, and crisis management, highlighted in the IMF’s biannual Global Financial Stability Reports. He reflects on a period marked by the transition from “lower for longer” to “higher for longer” as the markets were hit by the pandemic, multiple wars, the return of inflation, rising tariffs and greater geoeconomic fragmentation. The increase in fiscal spending has made sovereign debt the headline risk, a shift from 2017, when corporate leverage was the headline.   Speakers: Joyce Chang, Chair of Global Research Tobias Adrian, Advisor to Managing Director Kristalina Georgieva, International Monetary Fund, former Financial Counsellor and Director of the Monetary and Capital Markets Department   This podcast was recorded on September 3, 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. 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.

  5. Jul 22

    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.

  6. Jul 8

    AI in Asset Allocation

    Speakers: Thomas Salopek Shizuka Suga   This podcast was recorded on 8 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. 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 15

    All into Account: How to win a Trade War

    In this episode, Joyce Chang, Chair of Global Research, is joined by Chad Bown of the Peterson Institute for International Economics to discuss his new book, How to Win a Trade War: An Optimistic Guide to an Anxious Global Economy, and what “winning” means in a world where trade wars are increasingly becoming the default setting.   Speakers: Joyce Chang, Chair of Global Research, J.P. Morgan Chad Bown, Reginald Jones Senior Fellow, Peterson Institute for International Economics (PIIE)   This podcast was recorded on June 9, 2026.   This communication is provided for information purposes only. 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.

  8. 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.

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About

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

Information

  • Creator
    J.P. Morgan Global Research
  • Years Active
    2022 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2022 All rights reserved.
  • Show Website
    All into Account

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