At Any Rate J.P. Morgan Research
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- Business
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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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EM Fixed Income: Waiting for the sell-off to pass over
Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class.
This podcast was recorded on 25 April 2024.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4682555-0 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. -
Spreadbites: Uncovering Even More Private Credit, the IMF-Work Bank Conference and More of the Same
Speakers:
Stephen Dulake, Global Head of Spreads Product Research
Samantha Azzarello, Head of Content Strategy
Stephen Dulake, Global Head of Spreads Product Research, and Samantha Azzarello, Head of Content Strategy, are joined by Daniel Lamy, Head of European Credit Strategy Research and Nelson Jantzen, from High Yield, Leveraged Loans and Distressed Leverage Credit Research to unpack the latest themes in global credit markets.
This podcast was recorded on 23 April 2024.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4664711-0, https://www.jpmm.com/research/content/GPS-4670934-0, https://www.jpmm.com/research/content/GPS-4666443-0 and 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. -
US Rates: Tax season, debt ceiling, and reserves
Rates strategists Jay Barry and Teresa Ho discuss the strength of this tax season and what that tells us about the TGA, the debt ceiling, QT, and the lowest comfortable level of reserves.
SpeakersJay Barry, co-head US Rates Strategy Teresa Ho, Head of US Short Duration Strategy
This podcast was recorded on April 19, 2024.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4678572-0 and https://www.jpmm.com/research/content/GPS-4678829-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. -
Global FX: A strong dollar is not a US problem
Meera Chandan, Arindam Sandilya and James Nelligan outline our constructive USD view and the implications of the joint statement from Japan/ Korea/ the US this week.
Speakers
Meera Chandan, Global FX StrategyArindam Sandilya, Global FX StrategyJames Nelligan, Global FX Strategy
This podcast was recorded on 19 April 2024.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4676229 -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: Risk premium subtracted
Oil shrugged this week’s escalation in geopolitical tensions in the Middle East. To some extent, this could be explained by the fact that some of the geopolitical risk premium was already priced in. Since last October we have viewed market reaction to political events in the region to be excessive for two reasons. First, main players in the Middle East have strong incentives to keep the conflict contained given the economic transformation currently planned and implemented in the Gulf region requires sustained absence of conflict. Second, the closure of Hormuz is a low-risk event as Iran will be shooting itself in the foot both economically and politically by irritating its main customer.
SpeakersNatasha Kaneva, Head of Global Commodities Research
This podcast was recorded on April 19, 2024.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4674589-0 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: Natural Gas and Agriculture markets catch up
With timing being the key behind our bullish regional Henry Hub story, the reversal of a preliminary junction granted to Energy Transfer a year ago may provide relief for future LNG demand. Meanwhile, the USDA’s April WASDE was neutral-to-bearish relative to average trade expectations, leaving unanswered questions for South American corn and soybean production, after yet another month of local write-downs.
SpeakersShikha Chaturvedi, Head of Global Natural Gas Research Tracey Allen, Head of Agricultural Commodities Research
This podcast was recorded on April 12, 2024.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4670498-0 and https://www.jpmm.com/research/content/GPS-4671902-0 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.
Customer Reviews
Mohan
One of best podcasts on macro.
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.
Great content and poor sound
Sound and voice recording are bargain basement. Purchase better mics and invest in better recording equipment.