Making Sense (J.P. Morgan)

How can the global food system help address climate change and broader environmental sustainability? Moderator Huw Richards dives into this topic with Erik Oken, former Global Chairman of J.P. Morgan's Investment Bank. This conversation is one of several ways we’re supporting the transition to a lower carbon, more sustainable economy. Listen now.

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.

Copyright 2022 JPMorgan Chase & Company. All rights reserved.

A new podcast hosted by Huw Richards, Head of Digital Investment Banking at J.P. Morgan. From global pandemics to tech disruption, geopolitics and more, we’ll not only be talking about what matters today but what it means for tomorrow. Subscribe today to follow what will be a series of engaging discussions.

In this two-part podcast, we explore what a post-Brexit world looks like. Our moderator Huw Richards, J.P. Morgan’s Head of Digital Investment Banking, is joined by the Rt Honorable Sajid Javid MP and J.P. Morgan's Chairman of Italy and the Corporate & Investment Bank in EMEA, Vittorio Grilli. Together we dive into the resulting policy, economy and political forces shaping the post-Brexit roadmap.

This material was prepared by the Investment Banking group of JPMorgan Securities LLC and not the firm’s research department. It is for informational purposes only and is not intended as an offer or solicitation for the purchase or sale of any financial instrument.

In part I of this podcast, Huw Richards hosts guests, Susan Chapman-Hughes, board member of Toast and Smuckers, and Rebecca Thornton, head of J.P. Morgan’s Director Advisory Services group. Together they talk about governance priorities, board strategies and more.

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.

© 2021 JPMorgan Chase & Company.  All rights reserved.

In this two-part podcast, we explore what a post-Brexit world looks like. Our moderator Huw Richards, J.P. Morgan’s Head of Digital Investment Banking, is joined by the Rt Honorable Sajid Javid MP and J.P. Morgan's Chairman of Italy and the Corporate & Investment Bank in EMEA, Vittorio Grilli. Together we dive into the resulting policy, economy and political forces shaping the post-Brexit roadmap.

This material was prepared by the Investment Banking group of JPMorgan Securities LLC and not the firm’s research department. It is for informational purposes only and is not intended as an offer or solicitation for the purchase or sale of any financial instrument.

In part II of this podcast, Huw Richards picks back up again with Susan Chapman-Hughes and Rebecca Thornton to dive deeper on executing board strategies from sourcing diverse candidates to measuring outcomes.

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.

© 2021 JPMorgan Chase & Company.  All rights reserved.

Later this month, we’ll move our show to a newly created channel called "Making Sense" by J.P. Morgan, where we’ll continue the conversation with our executives across the firm and global business leaders. If you’re a current subscriber of What’s the Deal, be sure to head over to "Making Sense" and subscribe today to catch the latest episodes from J.P. Morgan’s Corporate and Investment Bank.

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.

Copyright 2022 JPMorgan Chase & Company. All rights reserved.

In part II of this podcast, Rama Variankaval dives deeper into current market trends, including Fed rate increases, quantitative tightening and carbon transitioning, and how they are influencing corporate decision making.

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.

Copyright 2022 JPMorgan Chase & Company. All rights reserved.

Marisa Buchanan, Head of Sustainability for JPMorgan Chase, and Brian Lehman, Head of the Green Economy coverage team in our Commercial Bank, reflect on ESG (environmental, social and governance) trends and impacts on various industries and clients in this podcast, as hosted by our moderator, Huw Richards. 

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.

© 2021 JPMorgan Chase & Company.  All rights reserved.

In part I of this podcast, Rama Variankaval, global head of J.P. Morgan’s Corporate Finance Advisory and Center for Carbon Transition, shares his views on how geopolitical conflicts, climate change and inflation are impacting corporate strategies.

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.

Copyright 2022 JPMorgan Chase & Company. All rights reserved.

In this episode we hear from Gurps Kharaud, Global Head of Equities Digital Markets, and Franc Chioccola, Head of Vida Portfolio Solutions and a member of the same team, here at J.P. Morgan.  Gurps and Franc run through the digitization of portfolio management, how investing client demands have evolved as a result, where banks and J.P. Morgan are stepping in to provide value, and where the industry is likely to evolve from here.  Gurps and Franc are in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at J.P. Morgan.

To learn more about Vida: https://markets.jpmorgan.com/portfolio-solutions/portfolio-solutions

To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence

This episode was recorded on July 25, 2024.

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

In this episode, Andrew Tyler, Head of US Market Intelligence, and John Schlegel, Head of Global Positioning Intelligence, discuss how views on US markets have shifted for the near term, post the strong performance in prior months and a view that US macro data is “goldilocks.”  They cover how much of the good news might be priced in and diverging views around the Fed.  From a positioning angle, they discuss the large amount of short covering by Hedge Funds and what typically follows, alongside what the current “pain trade” might be.

This episode was recorded on August 14, 2023.

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

© 2023 JPMorgan Chase & Company. All rights reserved.

In this episode, the Data Assets & Alpha Group review recent U.S. equity strength and discuss the potential for a further rally into year-end.  They discuss implications of the U.S. elections, recent macro and micro data and sectors which look to offer better risk / reward.  They also discuss the relative underperformance of European equities and the risk / reward in China.  Andrew Tyler, head of Global Market Intelligence, and Federico Manicardi, head of International Market Intelligence, are in discussion with Eloise Goulder, head of the Global Data Assets & Alpha Group.

Note that this discussion follows episodes released on:

• July ’24 – US Equities at All-Time Highs
• Jun ’24 – An Underperformance in European Equities

This episode was recorded on November 19, 2024.

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

In this episode, Liz Myers, Global Chair of Investment Banking, Equity Capital Markets, speaks to Catherine Guan from J.P. Morgan’s Corporate Finance Advisory team, about her journey from analyst to seasoned dealmaker at J.P. Morgan. Hear from Liz about the deals that transformed her career, the industry’s evolution through the dot-com bubble, the financial crisis and pandemic, and her advocacy for women in the workplace. 

This episode was recorded on October 10, 2022.

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.

© 2022 JPMorgan Chase & Company. All rights reserved.

In this episode, the group provides a deep-dive into their Signal from the Noise framework, explaining the context, framework and methodology. They also explain their recent expansion of the framework to cover Europe, China and Japan indices, and regional variations in the signals. Eloise Goulder, Head of the Data Assets & Alpha Group, is interviewed by Edwina Lowe, Data Product Specialist within the team.

This episode was recorded on February 8, 2023.

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer

© 2023 JPMorgan Chase & Company. All rights reserved.

In this podcast episode, Kumar Panja, head of J.P. Morgan’s EMEA Capital Advisory Group discusses applying machine learning to aspects of ESG, SDG and Natural Language Processing with three experts. Amir Amel-Zadeh, an associate professor of accounting at the side business school at the University of Oxford, George Mussalli, CIO of equity investments at PanAgora Asset Management and Michael Weinberg, who is a managing director and head of hedge funds and alternative alpha at APG.

The views in this podcast do not necessarily reflect the views of JPMorgan Chase & Co. or its affiliates. This communication is provided for information purposes only. JPMorgan Chase & Co. or its affiliates (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. For additional disclaimers and regulatory disclosures, please consult: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.

This communication is provided for informational purposes only.  JP Morgan Chase or its affiliates, collectively J.P. Morgan, normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.

In this episode, the DA&A Group discusses investor positioning amid recessionary fears and potential timing of an economic downturn. They also discuss the Fed’s direction and what positioning and flows suggest for market direction. Positioning assesses the data across the team’s Prime book (i.e. from Hedge Fund clients) as well as other investor types such as Retail, CTAs, and in ETFs. The episode features John Schlegel, head of Positioning Intelligence and Andrew Tyler, head of US Market Intelligence. This follows the team’s previous podcast on post-CPI print results with Eloise Goulder, Head of Data Assets & Alpha Group, and Krupa Patel, Head of International Market Intelligence. 

This episode was recorded on October 31, 2022.

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.

© 2022 JPMorgan Chase & Company. All rights reserved.

Why is SA-CCR often referenced when it comes to FX swaps and forwards? With the first year of mandatory SA-CCR application by US banks almost behind us, Kate Finlayson, Global Head of FICC Market Structure and Scott Wacker, Global Head of FICC eSales discuss the implications and opportunities of this rule with Meridy Cleary from the FICC Market Structure team.

This episode was recorded on November 1, 2022.

The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures

© 2022 JPMorgan Chase & Company. All rights reserved.

In this episode the DA&A Group focus on whether Asia is still the bright spot in the global economy in light of the recent macro & political newsflow in China; they assess tactical risk-reward within the region.  This follows the team’s previous podcast on the topic (17th June 2022), and features Krupa Patel, Head of International Market Intelligence and Junho Jung, who specializes on Asia within the International Market Intelligence team, interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group. 

This episode was recorded on August 5, 2022.

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.

© 2022 JPMorgan Chase & Company. All rights reserved.

In this episode, Patrick Whelan, head of FICC Digital Markets at J.P. Morgan, and Gergana Thiel, Global co-head of Macro Sales, delve into the latest insights from J.P. Morgan's annual e-Trading survey.  

Discover the key themes and predictions shaping the future of trading, including the impact of inflation and tariffs, the role of AI and machine learning, and the importance of real-time data. Tune in on the evolving landscape of electronic trading, with 100% of survey respondents anticipating growth in this space, and gain insights on the significance of client connectivity, particularly in volatile markets.   

Stay informed, stay connected, and prepare for the future of electronic trading with us. 

Learn more about J.P. Morgan’s annual e-Trading survey: https://www.jpmorgan.com/markets/etrading-trends  

This episode was recorded on January 30, 2025. 

The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures 

© 2025 JPMorgan Chase & Company. All rights reserved. 

In this episode, Roshan Ahmad, global head of sovereign advisory, sits down with Arsalan Mahtafar, head of the Development Finance Institution (DFI) to discuss insights from the Annual DFI Report. Discover how the development finance landscape is changing, and the DFI’s role in mobilizing $5.6 billion of capital. Arsalan shares insights on expanding into high-income jurisdictions and leveraging AI for impact measurement. How is impact data becoming simpler and more transparent, and what's on the horizon for 2025?

Learn more about the Annual DFI Report here: http://www.jpmorgan.com/dfi/ar2024

This episode was recorded on March 14, 2025.

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.

© 2025 JPMorgan Chase & Company. All rights reserved.

Energy prices are up around 75% year to date — and they’re likely to become even more volatile. Jay Horine, Global Head of Energy, Power and Renewables at J.P. Morgan, and Evan Junek, a Managing Director in J.P. Morgan's Corporate Finance Advisory group, discuss the factors impacting the energy sector today. Topics include the dynamics of commodity pricing, how corporates are adapting to these uncertain times and where strategic growth opportunities lie.

This episode was recorded on July 27, 2022.

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.

© 2022 JPMorgan Chase & Company. All rights reserved.

Despite signs of an economic slowdown, nonfarm payrolls increased by 272,000 in May, far surpassing expectations. In this episode, Phoebe White, Head of US Inflation Strategy, and Mike Feroli, Chief US Economist, discuss insights from the May US employment report, future economic trends, the Fed's actions, and the impact of immigration policies on the economy. Tune in for expert analysis and forecasts.

This episode was recorded on June 7, 2024.​

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.

This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.

Copyright 2024, JPMorganChase & Co. All rights reserved.

Join Kathleen Darling as she hosts David de Boltz, Managing Director of Leveraged Finance Capital Markets, to discuss the tech sector's current financing activities and trends. They dive into drivers and challenges, from macroeconomic dynamics, institutional demand to the market technicals. Find out why tech financing is in a “Goldilocks” scenario, and how the resurgent M&A and AI wave could turn up the heat. 

This episode was recorded on July 24, 2023.

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.

© 2023 JPMorgan Chase & Company. All rights reserved.

In this episode, we hear from Chris Andrew, Head of EMEA Market Structure at JP Morgan.  Chris runs through the evolution of equity turnover ratios across Europe and the US, the extent to which turnover ratios in the US have become increasingly concentrated in a limited set of stocks and sectors, the likely involvement of the retail investor in driving this trend (and intersection between the retail and institutional investor), and the possible path in equity markets and liquidity from here.  Chris is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group. 

Shownotes:

To learn more about the Data Assets & Alpha Group, please visit https://www.jpmorgan.com/markets/market-data-intelligence

In this episode, Fabio Bassi, head of Cross-Asset Strategy, hosts a comprehensive discussion with J.P. Morgan Research experts on the market and economic outlook for 2025. With a focus on inflation, geopolitical uncertainty and policy changes, the team provides insights into the expected trends in equities, currencies, commodities and more.

0:51 - Hussein Malik, head of Global Research

2:04 - Bruce Kasman, chief global economist

5:54 - Dubravko Lakos-Bujas, head of Global Market Strategy

10:36 - Jay Barry, head of Global Rates Strategy

15:53 - Meera Chandan, co-head of Global FX Strategy

21:11 - Stephen Dulake, co-head of Fundamental Research

24:57 - Luis Oganes, head of Global Macro Research

30:16 - Natasha Kaneva head of Global Commodities Strategy

34:57 - Fabio Bassi, head of Cross-Asset Strategy

This episode was recorded between November 29 - December 16, 2024.

This material (Material) is provided for your information only and does not constitute: (i) an offer to sell, a solicitation of an offer to buy, or a recommendation for any investment product or strategy, or (ii) any investment, legal or tax advice. The information contained herein is as of the date and time referenced in the Material and J.P. Morgan does not undertake any obligation to update such information.  J.P. Morgan disclaims any responsibility or liability, whether in contract, tort (including, without limitation, negligence), equity or otherwise, for the quality, accuracy or completeness of the information contained in this Material, and for any reliance on, or uses to which, this Material, is put, and you are solely responsible for any use to which you put such information. Without limiting any of the foregoing, to the fullest extent permitted by applicable law, in no event shall J.P. Morgan have any liability for any special, punitive, indirect, or consequential damages (including lost profits or lost opportunity), in connection with the information contained in this Material, even if notified of the possibility of such damages.  Any comments or statements made herein do not necessarily reflect those of J.P. Morgan, its subsidiaries or its affiliates.

All materials and information shared with you are, unless otherwise indicated to you, proprietary and confidential to J.P. Morgan.  You are hereby notified that any disclosure, dissemination, copying, distribution, or use of the information provided to you, in whole or in part, other than as expressly permitted by J.P. Morgan, is STRICTLY PROHIBITED.  You are permitted to disclose the materials and information to your officers and employees on a need to know basis. Should you have any questions regarding this, please contact your usual J.P. Morgan contact.  For further information please visit: https://www.jpmorgan.com/pages/disclosures/materialdisclaimer.

© 2024 JPMorgan Chase & Co. All rights reserved. J.P. Morgan is a marketing name for businesses of JPMorgan Chase & Co. and its subsidiaries and affiliates worldwide.   JPMorgan Chase Bank N.A. (member of FDIC), J.P. Morgan Securities LLC (member of FINRA, NYSE and SIPC), J.P. Morgan Securities plc (member of the London Stock Exchange and authorized by the Prudential Regulation Authority (PRA) and regulated by the Financial Conduct Authority and the PRA) and J.P. Morgan SE (authorised by the BaFin and regulated by the BaFin, the German Central Bank and the European Central Bank) are principal subsidiaries of JPMorgan Chase & Co. For legal entity and regulatory disclosures, visit: www.jpmorgan.com/disclosures. For additional regulatory disclosures, please consult: www.jpmorgan.com/disclosures.

As we wrap up 2023, David Rawlings hosts Jay Horine, North America Head of Investment Banking and Co-Head of Global Energy, Power, Renewables and Mining, for a conversation about what’s ahead for investment banking. They explore market dynamics, the U.S. and global economy, sector trends and the outlook for deal-making in 2024. Jay also shares insights into industry innovation and how CEOs and boards can navigate the evolving investment banking landscape. 

This episode was recorded on November 30, 2023.

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.

© 2023 JPMorgan Chase & Company. All rights reserved.

From the key regional markets of Japan, India and China to trending sectors, join host Mark Fiteny and Paul Uren, Head of Asia Pacific Investment Banking to get the update on where the bright spots in investment banking activity are in Asia Pacific. Hear the latest on private equity and financial sponsor activity, M&A and how to capitalize on current market opportunities across the region.

This episode was recorded on July 16, 2024. 

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.

© 2024 JPMorgan Chase & Company. All rights reserved. 

The availability of liquidity remains the top concern for traders according to the 2021 J.P. Morgan FICC e-Trading survey. Which macro-structural developments, execution trends and regulatory initiatives could shape how market participants interact and access liquidity? In this podcast episode, Kate Finlayson, global head of FICC Market Structure, sits down with her team, Barnaby Hodgkins and Meridy Cleary, to discuss a few of these key drivers, including ESMA’s final report on organized trading facilities, liquidity dynamics post Brexit, US Treasury market structure reform and the development of digital assets.

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase and Company and its affiliates (together “J.P. Morgan”), and do not constitute research, a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC Market Structure publications (Q1, newsletters) mentioned in this podcast are available for JP Morgan clients. Please contact your JP Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures. 

In this episode, host Evan Junek sits down with Rubiao Song, Head of Energy Tax Equity Investments, to discuss how this structured equity plays a key role in the development of renewable energy in the U.S. Learn about the economic impact of these investments, opportunities associated with the Inflation Reduction Act (IRA), and more. 

This episode was recoded on March 18, 2024.

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity. 

© 2024 JPMorgan Chase & Company. All rights reserved. 

Inflation slowed across the globe in 2023, raising hopes of a soft landing. Looking ahead, will it decline further or will it prove to be sticky above central banks’ targets? Join Chief Economist Bruce Kasman and Senior Economist Nora Szentivanyi as they discuss the global inflation outlook for 2024.

This episode was recorded on January 11, 2024.

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.

This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.

Copyright 2024, JPMorganChase & Co. All rights reserved.

Non-farm payrolls increased by 303,000 last month, far exceeding expectations. What’s underpinning the strength in the U.S. labor market? What does this mean for the inflation outlook? And what’s the path forward for the Fed? Mike Feroli, Chief U.S. Economist, sits down with Phoebe White, Head of U.S. Inflation Strategy, to discuss key takeaways from the March jobs report.

If you’re interested in learning more about Generative AI, be sure to check out our previous episode on the topic: https://link.chtbl.com/HdAHO7k9

This episode was recorded on April 5, 2024.

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.

This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.

Copyright 2024, JPMorganChase & Co. All rights reserved.

Electric vehicles have been getting mixed headlines of late, with consumer demand declining and auto firms cutting back on investments in this area. What’s prompting this slowdown, and what’s the outlook for the EV industry? Jose Asumendi, Head of European Auto Research, and Ryan Brinkman, Head of U.S. Autos and Auto Parts, share their insights.

This episode was recorded on March 8, 2024.

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.

This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.

Copyright 2024, JPMorganChase & Co. All rights reserved.

In this episode we hear from Dr Amadeo Alentorn, Head of Systematic Equities at Jupiter Asset Management.  In Part 2 Amadeo discusses competitive dynamics within the systematic equity space, navigating the impact of investor behavioural biases in markets, and avoiding crowding in the portfolio.  Amadeo is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.

Shownotes:

https://www.jupiteram.com/

https://www.jupiteram.com/uk/en/professional/insights/no-free-lunch-is-a-science-of-the-stock-market-possible/

This episode was recorded on May 9, 2024.

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

Join host Amaury Guzman and Kevin Foley, Global Head of Capital Markets, as they dive into the current state of global capital markets. Explore economic dynamics, IPO activity, M&A green shoots and private credit trends. Gain insights into how CEOs are navigating economic uncertainties and what lies ahead for the second half of 2024 and beyond. 

This episode was recorded on June 28, 2024. 

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity. 

© 2024 JPMorgan Chase & Company. All rights reserved. 

Host Rebecca Thornton chats with Tony Lewis, CEO of Aumni, and Mike Elanjian, Head of Digital Private Markets at J.P. Morgan, about how data has the potential to transform the venture capital market. With the firm’s recent acquisition of data company Aumni, hear how this cutting-edge platform is teaming up with J.P. Morgan’s Capital Connect to facilitate market transparency and alignment between startups and investors. 

This episode was recorded on July 6, 2023.

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.

© 2023 JPMorgan Chase & Company. All rights reserved.

Join Mike Feroli, J.P. Morgan's chief U.S. Economist, and Lauren Brice from the U.S. Rates Sales team, as they delve into the January jobs report. Discover key insights and implications for the labor market, including job growth trends, unemployment rate shifts and the impact of recent weather events. Lauren and Mike also discuss the potential effects of immigration policies and tariff developments on economic sentiment and inflation expectations. How might these factors influence the Fed's future actions? Tune in for an engaging analysis of the current economic landscape and what it means for the path ahead. 

This episode was recorded on February 7, 2025. 

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. 

This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. 

Copyright 2025, JPMorganChase & Co. All rights reserved. 

Brent Crude has traded roughly 20% higher since the start of the year due to a combination of strong demand growth and production cuts. Looking ahead, could oil prices reach close to $100 by September? Join Natasha Kaneva, Global Head of Commodities Research, and David Levi, Global Head of Commodity Institutional Sales, as they discuss the outlook for oil prices, supply-demand dynamics and more.

This episode was recorded on May 13 2024.

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.

This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.

Copyright 2024, JPMorganChase & Co. All rights reserved.

As part of our What’s The Deal? podcast, we’ve launched “Conversations with Dealmakers,” where colleagues share their journeys in investment banking.

In our first episode, Carlos Hernandez, Executive Chair of Investment & Corporate Banking at J.P. Morgan, speaks to Catherine Guan from J.P. Morgan’s Corporate Finance Advisory team about his experiences at J.P. Morgan spanning over three decades. They talk about some of the defining moments along the way and what it takes to become a trusted advisor.

This episode was recorded on September 7, 2022.

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.

© 2022 JPMorgan Chase & Company. All rights reserved.

In this episode, the group delves into investor positioning, discussing the extent to which equities have positioning headroom for a further rally from here.  They look into positioning from a host of investor sources, including Hedge Funds, CTAs, the retail investor, ETFs and mutual funds, and across the US, Europe and Asia.  Eloise Goulder, Head of the Data Assets & Alpha Group, is in discussion with John Schlegel, Head of the Global Positioning Intelligence team.

This episode was recorded on September 11, 2023.

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

© 2023 JPMorgan Chase & Company. All rights reserved.

Global shareholder activism has returned to pre-pandemic levels, with significant activity happening behind the scenes in 2022. This podcast reflects on global trends and strategies for boards and management, covering market volatility, high interest rate environment, ESG proposals, M&A deals, special purpose vehicle structuring, defense preparedness and more.  

J.P. Morgan experts lead this discussion: David Freedman, Global Head of Shareholder Engagement and M&A Capital Markets; Alfredo Porretti, Head of Shareholder Engagement and M&A Capital Markets for North America; and Darren Novak, Head of Shareholder Engagement and M&A Capital Markets for EMEA. 

This episode was recorded on July 22, 2022.

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.

© 2022 JPMorgan Chase & Company. All rights reserved.

From giant skeletons to pet costumes, find out what’s been filling Halloween shopping baskets with consumer sector specialist Briggs Barton and Carla Casella, Head of U.S. High Yield Consumer Products, Food and Retail. Consumers are spending around events and holidays but with dwindling savings, student loan repayments and high rates, many are feeling the strain. Can momentum continue into peak holiday season?

This episode was recorded on October 24, 2023.

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.

This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.

Copyright 2023, JPMorganChase & Co. All rights reserved.

In this episode of J.P. Morgan’s Making Sense, host Meridy Cleary from the FICC Market Structure team engages in an insightful discussion with Clare Witts, head of Equity APAC Market Structure. They delve into the evolving trading landscape across Asia's fixed income, FX, and equities markets. They also explore the significant regulatory changes and execution trends impacting both developed and emerging markets, with a particular focus on Japan, Korea and India.  

Meridy and Clare highlight the ongoing efforts to improve foreign investor access, liquidity and overall market efficiency, while also examining the implications of index inclusions for India’s government bonds and Korea’s market structure reforms. The conversation further touches on the challenges of trade execution in a fragmented market and the rise of electronic trading across various asset classes in the region. 

Listeners will gain valuable insights into how market participants are adapting to the rapid changes and what to expect in the upcoming year. 

This episode was recorded on January 22, 2025. 

The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures 

© 2025 JPMorgan Chase & Company. All rights reserved. 

According to the April jobs report, the U.S. labor market is showing signs of cooling. Nonfarm payrolls were softer than anticipated increasing by 175,000 last month, while the unemployment rate rose to 3.9%. Does this all spell good news for the Fed? Join Mike Feroli, Chief U.S. Economist, and Phoebe White, Head of U.S. Inflation Strategy, as they unpack the latest numbers.

This episode was recorded on May 3, 2024.

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.

This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.

Copyright 2024, JPMorganChase & Co. All rights reserved.

In this episode the group discusses US equities in the context of the near 10% S&P500 rally over the last few weeks.  They discuss the fundamental backdrop from a macro, micro and policy lens; the positioning perspective and extent to which investor flows turned bearish through September and October; what this could mean for near-term US equity upside and which sectors look most ripe to rally; and finally key risks to watch from here.  Eloise Goulder, Head of the Data Assets & Alpha Group, is in discussion with Andrew Tyler, Head of US Market Intelligence, and John Schlegel, Head of Global Positioning Intelligence.

This episode was recorded on November 15, 2023.

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

In this episode the group explore the risk / reward for European equities following a sharp period of underperformance vs US equities in recent weeks.  They discuss recent macro and political dynamics across Europe, including upcoming elections in France and the UK, the extent to which investors have been selling European equities, and equity pockets where risk / reward is looking most compelling.  Federico Manicardi, Head of International Market Intelligence, and Jigar Vakharia, from the Positioning Intelligence team, are in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.

To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence

This episode was recorded on June 21, 2024.

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

In this episode we hear from Matt Jones, Global Portfolio Manager at Fidelity International. Matt discusses the intersection of quant techniques with the fundamental investment process, the benefits and challenges of this approach and the evolution data use in this strategy over the last two decades. Matt Jones is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.

This episode was recorded on September 9, 2024.

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

With carbon markets growing exponentially, this episode delves into how emissions trading works, opportunities across regions, and policy initiatives helping to drive further market participation.

Meridy Cleary from J.P. Morgan’s FICC Market Structure team speaks to emissions trader, Jose Cubria, on the fundamental drivers of compliance and voluntary carbon markets.

This episode was recorded on August 24, 2023.

The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures

© 2023 JPMorgan Chase & Company. All rights reserved.

Join host Amaury Guzman and Jeff Bracchitta, Co-Head of Direct Lending, as they explore the rapid growth and future potential of private credit. This episode provides a comprehensive overview of the direct lending market, from its historical context to its current $1.7 trillion valuation. Gain insights into how J.P. Morgan is leading the charge in providing product-agnostic solutions for clients.​

This episode was recorded on Aug 13, 2024. ​

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity. ​

© 2024 JPMorgan Chase & Company. All rights reserved. 

In this episode we hear from Elaina Elzinga, Principal and Head of Active Manager Selection at Wellcome Trust. Elaina runs through portfolio construction when spanning investments from HFs to LOs to real assets, how use of data and AI in the investment space influences allocation decisions, and how these longer term investment goals interplay with Wellcome Trust’s mission and purpose.  Elaina is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at J.P. Morgan.  

To learn more about Wellcome Trust: www.wellcome.org

To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence

Related podcasts:

Asset Allocation amid Climate risks, with Fidelity International Macroeconomist – January 2024

A Macroeconomic Approach to Investing, with Fulcrum’s Chief Risk Officer – February 2024

Recording date: 17 October 2024

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

© 2024 JPMorgan Chase & Company. All rights reserved.

How are financial markets in Asia attracting increased foreign investor participation? Leland Price and Meridy Cleary from the FICC Market Structure & Liquidity Strategy team discuss some of the most impactful developments contributing to the growing demand and liquidity in fixed income and FX markets in the region.

This episode was recorded on March 22, 2024.

The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures

© 2024 JPMorgan Chase & Company. All rights reserved.

As the global focus on ESG gains momentum, it’s essential for investors to have access to sustainable investing and securities lending solutions that support their ESG objectives as well as their performance goals. This episode discusses ESG in relation to important securities lending topics, including transparency, sustainable fund labels, stewardship, EU regulation and recent policy developments in the U.S.

This episode was recorded on July 27, 2021.

This podcast is intended for institutional clients only. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.

The passage of recent U.S. legislation, including the Bipartisan Infrastructure Law, Inflation Reduction Act, and CHIPS and Science Act, is expected to transform how the world creates and uses energy. Join Rama Variankaval, Global Head of Corporate Finance Advisory and Center for Carbon Transition, and Heather Zichal, Head of Global Sustainability at JPMorgan Chase & Co., as they explore how mobilizing capital at scale could reshape sectors like clean tech, startups to enterprise companies and the broader economy. 

This episode was recorded on February 16, 2023

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.

© 2023 JPMorgan Chase & Company. All rights reserved.

In this episode, Lauren Brice from the U.S. Rates Sales team and Mike Feroli, J.P. Morgan's chief U.S. economist, unpack the key takeaways from the March U.S. jobs report and explore the economic path ahead. Lauren and Mike discuss the favorable numbers, the impact of immigration policies on labor market growth and the divergence between hard data and sentiment data. They also tackle the hot topic of tariffs, their potential effects on U.S. jobs and the challenges facing the Federal Reserve in balancing inflation and growth impulses. 

This episode was recorded on April 4, 2025.    

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. 

This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. 

Copyright 2025, JPMorganChase & Co. All rights reserved. 

Stimulus, value, capital and investment — these are the four key themes that emerged from the 2023 “10 Striking Facts” report from our Corporate Finance Advisory team and captured in our latest podcast. Rama Variankaval, Global Head of J.P. Morgan’s Corporate Finance Advisory and Center for Carbon Transition, catches up with Evan Junek from the Corporate Finance Advisory team to unpack these themes for boards, CEOs and senior management and discuss how will they impact corporate decision-making in the year ahead.

This episode was recorded on January 13, 2023.

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.

© 2023 JPMorgan Chase & Company. All rights reserved.

In this episode, Krupa Patel dives into the UK economy and markets. She discusses the current UK inflation, growth and policy backdrop, how it differs from the rest of the DM world, and, in Krupa’s view the ripe x-asset investment opportunities currently presenting themselves. Krupa Patel, Head of International Market Intelligence is interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group.

This episode was recorded on September 22, 2023.

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

© 2023 JPMorgan Chase & Company. All rights reserved.

With more attention on emerging market interest rate derivatives than ever before, this episode delves into key trading dynamics. Meridy Cleary from the FICC Market Structure team speaks to Avi Berkowicz, the Head of CEEMEA Local Rates Trading on trading protocols, electronification trends, the road ahead for local risk-free rate transitions, and which markets our traders have their eyes on.

This episode was recorded on December 13, 2023. 

The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures

© 2024 JPMorgan Chase & Company. All rights reserved.

How are countries and individual firms balancing climate goals amid the ongoing energy crisis? In this episode, Chuka Umunna (EMEA Head of ESG) speaks to Kate Finlayson (Global Head of FICC Market Structure) about the drivers behind ESG demand, policy to help investors decide what is “green,” emerging themes post COP27, and much more.    

This episode was recorded on November 21, 2022. 

The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures

© 2022 JPMorgan Chase & Company. All rights reserved.

In this episode, the DA&A Group discusses how investors were positioned heading into the CPI print and the key near-term catalysts going forward. They also discuss what positioning and flows suggest for market direction. Positioning assesses the data across the team’s Prime book (i.e. from Hedge Fund clients) as well as other investor types such as Retail, CTAs, and in ETFs. The episode features John Schlegel, head of Positioning Intelligence and Andrew Tyler, head of US Market Intelligence. This follows the team’s previous podcast on investor behavior amid the rally with Eloise Goulder, Head of Data Assets & Alpha Group, and the Positioning Intelligence team.

This episode was recorded on September 19, 2022.

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.

© 2022 JPMorgan Chase & Company. All rights reserved.

In this podcast episode, Joanna Martin, head of Global Liquidity Solutions and co-Head of EMEA Equities Execution Services sales hosts a conversation with our global equities market structure specialists in the United States, Asia and EMEA.

In this session, the team highlights the main trends and events taking place in the market structure space during the first quarter of 2021, including the global growth in retail participation, Brexit, and some of the key regulatory initiatives that are expected to reshape the execution landscape across the various regions.

The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase and Company, and its affiliates, together J.P. Morgan, and do not constitute research, or recommendation, advice or an offer or a solicitation to buy or sell any security or financial instrument. Reference products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principle, in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.

In this episode, we hear from Mubashir Mukadam, Blantyre Capital’s Founder and CIO.  Mubashir discusses the investment philosophy behind Blantyre’s special situations fund, the intersection between providing capital as a Hedge Fund, Private Equity vs Private Credit, the benefits of providing balance sheet and/ or operational support to certain companies, the competitive landscape in this space, and the extent to which this form of alpha generation is likely to evolve or adopt automation in future.  Mubashir is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.

Shownotes:

To learn more about Blantyre Capital: https://blantyrecapital.com/

To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence

This episode was recorded on April 24, 2024.

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

Join Kathleen Darling as she hosts Brian Tramontozzi, Head of North American Leveraged Finance Capital Markets, to discuss the ever-so-active leveraged loan and high yield markets post-Labor Day reopening. In this podcast, they explore the recent uptick in deal activity, technical backdrop and outlook for Q4. Brian explains today’s favorable market conditions and why companies that have a need in the next few years to access capital, in either the leverage loan market or high yield market, should consider going now. 

This episode was recorded on September 27, 2023.

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.

© 2023 JPMorgan Chase & Company. All rights reserved.

Fed policy, inflation and jobs growth are top of mind — find out what they mean for the economy as J.P. Morgan experts share their insights and predictions. Join host Phoebe White, Head of U.S. Inflation Strategy as she talks to Michael Feroli, Chief U.S. Economist and Jay Barry, Co-Head of U.S. Rates Strategy. Together, they tackle the hard-hitting questions: Why is the U.S. economy not slowing down? Is a “soft landing” scenario a given? And when will inflation get back to a comfortable place?

This episode was recorded on October 16, 2023.

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.

This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.

Copyright 2023, JPMorganChase & Co. All rights reserved.

Ahead of J.P. Morgan’s Global High Yield & Leveraged Finance conference, Brian Tramontozzi, Head of North American Leveraged Finance Capital Markets, hosts Brian Rubin, Head of U.S. Fixed Income Trading at T. Rowe Price, and Michael Schechter, Partner and Head of Credit Trading at Ares Management. They discuss the current activity in the debt capital markets and potential factors that could impact the positive momentum.  

This episode was recoded on February 5, 2024.

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.

© 2024 JPMorgan Chase & Company. All rights reserved.

Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the September payrolls report.

This episode was recorded on October 6, 2023.

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.

This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.

Copyright 2023, JPMorganChase & Co. All rights reserved.

In this episode, the DA&A Group focus on US markets, discussing the macro landscape, economic expectations around recessionary risks, and inflation implications. They also discuss what positioning and flows suggest for markets and sectors, looking at positioning across the Prime book (i.e. from Hedge Fund clients) as well as investor types such as Retail, CTAs, and in ETFs. This episode features John Schlegel, head of Positioning Intelligence and Andrew Tyler, head of US Market Intelligence.

This episode was recorded on January 9, 2023.

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer

© 2023 JPMorgan Chase & Company. All rights reserved.

In this episode, we hear from Debora Kantt, head of Corporate Futurism at J.P. Morgan. Debora discusses the importance of thinking ‘Future Back’, in overcoming behavioral biases and training the human brain to think in a non-linear way.  She also provides examples of ‘weak signals’, or seeds of future trends, across the biocomputing and affective computing fields. Debora is in discussion with Eloise Goulder, head of the Data Assets & Alpha Group at J.P. Morgan.

Shownotes:

To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence

This episode was recorded on October 15, 2024.

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

© 2024 JPMorgan Chase & Company. All rights reserved.

Join Claudia Jury, Global Co-Head of Sales & Research at J.P. Morgan and Robyn Grew, CEO of Man Group, for a discussion on the intricate landscape of alternative investments. Robyn shares insights on the evolution of the alternatives market, the impact of increasing complexity on portfolio construction and the importance of technology in investment management. Explore everything from AI's role in investment management to the nuances of maintaining a competitive edge in a dynamic market environment.

This episode was recorded on June 27, 2024.

Advancing Alternatives delivers thought leadership on the Alternatives sector via engaging discussions between J.P. Morgan and industry leaders.

To find out more about our services, please contact markets.marketing@jpmorgan.com

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

Take a deep dive into the complexities of the U.S. housing market with Anthony Paolone, co-head of U.S. Real Estate Stock Research and John Sim, head of Securitized Products Research. They examine supply-demand dynamics, President Trump’s tariffs, interest rates and other key factors affecting home prices and affordability. Taking stock of the macroeconomic environment, where could rates go next and how would this impact home prices?

This episode was recorded on April 8, 2025.

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.

This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.

Copyright 2025, JPMorganChase & Co. All rights reserved.

In part 2 of our T+1 deep dive, we explore the initiatives driving the much-anticipated move to T+1 settlement in the U.K., the E.U., and parts of Asia. The discussion addresses the current timeline for this transition, as well as the legislative and operational hurdles that need to be overcome to make T+1 a reality in these regions. Tune in for a lively conversation as we assess T+1 settlement in these markets. Joining us are Emma Johnson, Executive Director on J.P. Morgan’s EMEA Custody Product team; Sahil Shah, Executive Director on J.P. Morgan’s APAC Custody Product team; and Jack Parker, Executive Director on J.P. Morgan’s U.S. Custody Product team. And if you haven’t already, be sure to listen to part 1 of this episode which covers T+1 in the U.S. and neighboring markets. Listen to Part 1 here: https://www.jpmorgan.com/insights/podcast-hub/market-matters/t-plus-one-deep-dive-lessons-learned-from-us-rollout

This episode was recorded on October 1, 2024. 

This podcast is intended for institutional clients only. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.

© 2024 JPMorgan Chase & Company. All rights reserved.

Join J.P. Morgan’s Research analysts as they explore what lies ahead for markets in the second half of 2024. Will stock market concentration continue? What's the forecast for U.S. and international rates? And will commodity prices go up?  

00:33 – Global growth with Bruce Kasman, Chief Global Economist

4:42 – Equities with Mislav Matejka, Head of Global Equity Strategy

7:40 – Currencies with Meera Chandan, Co-Head of Global FX Strategy

10:22 – U.S. rates with Jay Barry, Co-Head of U.S. Rates Strategy

13:42 – International rates with Fabio Bassi, Head of International Rates Strategy

16:58 – Commodities with Natasha Kaneva, Head of Global Commodities Strategy

19:55 – Credit markets with Stephen Dulake, Global Head of Credit, Securitized Products and Public Finance Research

24:56 – Emerging Markets with Luis Oganes, Head of Global Macro Research

28:04 – Cross-asset strategy with Tom Salopek, Head of Global Cross-Asset Strategy

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.

This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.

Copyright 2024, JPMorganChase & Co. All rights reserved.

In this episode of J.P. Morgan’s “Making Sense,” Joyce Chang is joined by Sam Saperstein and Chi Mac to discuss the eighth annual report on gender parity, highlighting record-high female labor force participation, the gender pay gap and women’s representation in leadership roles. Learn about the challenges women face in the workforce and effective policies to tackle them, such as child care subsidies. How can public policy and financial institutions support gender equality and empower women in business?

This episode was recorded on March 5, 2025.

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. Copyright 2025, JPMorganChase & Co. All rights reserved.

On the back of J.P. Morgan’s recent Global Energy Conference, Christyan Malek, Global Head of Energy Strategy and Head of EMEA Oil & Gas Equity Research, and Shikha Chaturvedi, Head of Global Natural Gas and Natural Gas Liquids Strategy, explore the 2024 outlook for their respective sectors. How will supply and demand fundamentals play out? Can we expect price volatility? And are we entering the next wave of the energy supercycle?

This episode was recorded on November 14, 2023.

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.

This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.

Copyright 2023, JPMorganChase & Co. All rights reserved.

In this episode the group discuss risk / reward for US equities following the dip through April.  They discuss possible reasons for recent equity weakness, the macro and micro backdrop - including recent hotter inflation prints and Q1 corporate earnings trends, the extent to which positioning levels have fallen amid market weakness, resulting market and sector opportunities, and key catalysts to watch from here.  Andrew Tyler, Head of US Market Intelligence, and John Schlegel, Head of Global Positioning Intelligence, are in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.

This episode was recorded on April 29, 2024.

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

Thibaud De Maria, Head of Green Economy Banking for EMEA, hosts Mazen Rizk, Founder and CEO of Infinite Roots, to explore the fascinating world of mycelium-based food technology. Discover how Infinite Roots is revolutionizing sustainable food production to tackle global food security, and navigating the challenges of scaling innovative biotech solutions. Mazen also discusses the power of collaboration among other startups and partners at events like J.P. Morgan's Clean Tech Stars conference that are fueling their success.​

This episode was recorded on July 31, 2024. ​

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity. ​

© 2024 JPMorgan Chase & Company. All rights reserved. 

In this inaugural episode of the Data Assets & Alpha Group podcast series, Eloise Goulder, Head of Data Assets & Alpha Group, is joined by Krupa Patel, Head of International Market Intelligence, to assess the near-term risk-reward for equities through the lens of high-frequency trading data and proprietary signals from J.P. Morgan’s markets business. The pair focus their attention on European and Asian markets in particular, given a number of pertinent themes currently playing out in the regions, including an evolving ECB policy, China re-opening and Japanese yen weakness.

This episode was recorded on June 13, 2022. 

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.

© 2022 JPMorgan Chase & Company. All rights reserved.

In this episode, Man Group’s Chief Risk Officer, Darrel Yawitch, is in conversation with Eloise Goulder, Head of the Data Assets & Alpha Group. Darrel discusses how data is critical to both discretionary and systematic investors, the importance of centralizing data ingestion and analytics processes and the key risks he is monitoring amid current market volatility.

This episode was recorded on April 3, 2023

To learn more from Man Group:

Websites:

·         https://www.man.com/

·         https://arcticdb.io/

Twitter:

·         @mangroup https://twitter.com/ManGroup

·         @manquanttech  https://twitter.com/ManQuantTech

LinkedIn:

·         @Man Group

Instagram:

·         @thisismangroup https://www.instagram.com/thisismangroup/

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

© 2023 JPMorgan Chase & Company. All rights reserved.

In part 1 of our T+1 deep dive, we unpack the move to T+1 settlement in the U.S. and neighboring markets. Our discussion covers why the U.S. transitioned to T+1 settlement in May 2024 and examines the factors behind its largely successful implementation. Along the way, the industry has learned valuable lessons that can be leveraged by other markets considering accelerated settlement. Joining us are Jack Parker, Executive Director on J.P. Morgan’s U.S. Custody Product team; Emma Johnson, Executive Director on J.P. Morgan’s EMEA Custody Product team; and Sahil Shah, Executive Director on J.P. Morgan’s APAC Custody Product team. Tune in for a wide-ranging conversation on the U.S. experience, and don’t miss part 2 of this episode, which focuses on T+1 settlement in the E.U., the U.K., and APAC.

This episode was recorded on October 1, 2024.

This podcast is intended for institutional clients only. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.

© 2024 JPMorgan Chase & Company. All rights reserved.

What lies ahead for markets in the second half of the year? In this episode of “Research Recap,” J.P. Morgan Research analysts take stock of what has happened so far in 2023 and explore the outlook for global growth, equities, rates, commodities, currencies and more.

00:35 – Global growth with Bruce Kasman, Chief Global Economist

05:08 – U.S. rates with Jay Barry, Co-Head of U.S. Rates Strategy

07:22 – International rates with Fabio Bassi, Head of International Rates Strategy

10:28 – Credit markets with Stephen Dulake, Global Head of Credit, Securitized Products and Public Finance Research

15:32 – Currencies with Meera Chandan, Co-Head of Global FX Strategy

18:38 – Commodities with Natasha Kaneva, Head of Global Commodities Strategy

22:22 – Emerging markets with Jonny Goulden, Head of EM Local Markets and Sovereign Debt Strategy

27:59 – Cross-asset strategy with Tom Salopek, Head of Global Cross-Asset Strategy

32:54 – Equities with Mislav Matejka, Head of Global Equity Strategy

This episode was recorded on June 14 - June 21, 2023.

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.

This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.

Copyright 2023, JPMorganChase & Co. All rights reserved.

It's official – the U.S. and Canada have decided to shorten the standard settlement cycle from two days after trade date (T+2) to T+1, scheduled to go live in May 2024. How might this shift impact day-to-day trading? And what will firms need to consider? Kate Finlayson and Meridy Cleary discuss the scope of products, cross-border dynamics, knock-on impacts, a potential T+0 future, and much more.

This episode was recorded on May 16, 2023

The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures

© 2023 JPMorgan Chase & Company. All rights reserved.

This podcast explores key themes and drivers of market structure change that are likely to be top of mind for buy- and sell-side market participants. Kate Finlayson, Penn Nee Chow and Meridy Cleary discuss the FICC Market Structure team’s annual watchlist, including EU clearing dynamics, the move to T+1 settlement, the trading venue perimeter, energy markets and much more.

This episode was recorded on January 31, 2023. 

The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures

© 2023 JPMorgan Chase & Company. All rights reserved.

In November, the U.S. economy added 199,000 jobs — boosted by workers returning from strikes — while the unemployment rate fell to 3.7%. What does this all mean for the Fed’s soft landing narrative? Join Michael Feroli, Chief U.S. Economist, and Samantha Azzarello, Head of Content Curation and Strategy, as they discuss the November payrolls report.

This episode was recorded on December 8th, 2023.

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.

This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.

Copyright 2023, JPMorganChase & Co. All rights reserved.

Join host Louise Bennetts, head of J.P. Morgan's board advisory team in EMEA, as she delves into the European dealmaking outlook for 2025. In this insightful episode, Louise is joined by Conor Hillery, Deputy CEO and head of Investment Banking for EMEA, to explore the factors driving a resurgence in dealmaking across EMEA.

Despite the geopolitical and economic uncertainties of 2024, the dealmaking landscape has shown remarkable resilience. Conor shares his expert insights on the key drivers behind this trend, including improving economic confidence, a more favorable regulatory environment, and the normalization of debt financing markets. Discover how cross-border deals, private equity trends, and IPOs are shaping the future of EMEA transactions.

Tune in to understand the challenges and opportunities that lie ahead for companies in EMEA as they navigate a complex landscape of inflation concerns, global conflicts and competitions. Whether you're a corporate leader, investor, or simply interested in the dynamics of the EMEA markets, this episode offers valuable insights on how to seize opportunities in a rapidly evolving environment.

This episode was recorded on January 29, 2025.  

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.   

© 2025 JPMorgan Chase & Company. All rights reserved.  

In this episode, host Evan Junek, global head of Corporate Finance Advisory, with Jay Hofmann, head of North America M&A, and Brian Tramontozzi, head of North America Leveraged Finance Capital Markets, explore the current state of M&A and capital markets amid market volatility. They discuss trends, challenges, and opportunities in debt capital markets and private credit, as well as M&A activities, providing valuable insights in today’s uncertain environment. 

This episode was recorded on April 21, 2025. 

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.  

In this episode, the team discuss the investment case for US vs. international equities post strong outperformance of US markets YTD.  They run through the fundamental, valuation, and sentiment differentials between the regions, and while they see further scope for US markets to outperform international markets (especially Europe and China), they do remain positive on Japan and the economy’s structural transformation.  Krupa Patel, Head of International Market Intelligence, is interviewed by Edwina Lowe, Product Specialist within the Data Assets & Alpha Group.

This episode was recorded on August 7, 2023.

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

© 2023 JPMorgan Chase & Company. All rights reserved.

DATA DEEP-DIVE: The second of our two-part series with Fredrik Giertz from the JP Morgan Investible Indices team:  In this episode, Fredrik hones into his Time Traveller data set, discussing what it is, why it matters, how it is differentiated vs classical quant frameworks, and what it says about market conditions today.  Fredrik is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group

For more information on the content discussed, please see:

fredrik.giertzjonsson@jpmorgan.com

https://www.jpmorgan.com/dataquery

https://www.jpmorgan.com/market-data-intelligence

This episode was recorded on June 19, 2023.

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

© 2023 JPMorgan Chase & Company. All rights reserved.

As innovation in the fixed income landscape continues to evolve, Meridy Cleary from the FICC Market Structure & Liquidity Strategy team is joined by Matt Legg, Global Head of Delta One & ETF Sales, and Julie Abbett, Head of US ETF Sales for Equities and Credit, to discuss the role of ETFs in fixed income, the rise of ETF options, European and U.S. markets, and more.  

This episode was recorded on October 22, 2024

The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures

© 2024 JPMorgan Chase & Company. All rights reserved.

In this episode, hosts Rama Variankaval, Global Head of Corporate Advisory, and Evan Junek, Global Head of Corporate Finance Advisory, explore the insights from J.P. Morgan’s 2025 Corporate Compass report. They highlight key economic trends and opportunities, examining the effects of global political shifts, anticipated growth and inflation, and the transformative potential of AI. The discussion also covers the impact of deregulation on smaller companies and M&A activity. Additionally, they address potential risks like geopolitical tensions and supply chain vulnerabilities, offering strategic insights for corporate leaders to navigate the rapid changes and uncertainties of 2025.

Click here to learn more about the Corporate Compass report: jpmorgan.com/CFA

This episode was recorded on December 19, 2024.

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity. ​

© 2025 JPMorgan Chase & Company. All rights reserved. ​

In this episode of Research Recap, chair of Global Research Joyce Chang and chief economist Bruce Kasman discuss the economic and geopolitical implications of a second Trump presidency. They discuss how Trump 2.0 could impact U.S. growth and inflation, while also considering the broader global effects, particularly around international trade and tariffs. How might these policies play out on the global stage? 

This episode was recorded on November 12, 2024.

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.

This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.

Copyright 2024, JPMorganChase & Co. All rights reserved.

In this episode of Research Recap, Mark Murphy, Head of U.S. Enterprise Software Research, and Gokul Hariharan, Co-Head of Asia Pacific Technology, Media and Telecom Research, discuss the rise of generative AI. What are the benefits and drawbacks of the technology, and how will it transform the way companies work?

This episode was recorded on April 24, 2023. 

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.

This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.

Copyright 2023, JPMorganChase & Co. All rights reserved.

In this episode we hear from Chris Andrew,  Head of Market Structure and Regulatory Change (EMEA) at J.P. Morgan.  Chris discusses the evolution of ETF markets,  the rapid rise in the issuance of new instruments (particularly actively managed ETFs) and the way in which retail investors are using these products.  Chris is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at J.P. Morgan.

Shownotes

Related podcasts:

• Equity Concentration Risks and the Retail Investor with Chris Andrew, Head of Market Structure and Regulatory Change (EMEA) – April 2024
• An Emerging European Retail Investor with Chris Andrew, Head of Market Structure and Regulatory Change (EMEA) – August 2023
• Market Structure and the Decline in European Liquidity with Chris Andrew, Head of Market Structure and Regulatory Change (EMEA) – March 2023

This episode was recorded on September 12th 2024

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. Copyright 2024. All rights reserved. 

Meridy Cleary from the FICC Market Structure & Liquidity Strategy team speaks to Juan Badia, Head of Local Markets in Mexico, to discuss key execution trends as the dust settles from the historic presidential election in June.

This episode was recorded on July 24, 2024.

The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures

© 2024 JPMorgan Chase & Company. All rights reserved.

In this episode, the DA&A Group focus on macro developments across US markets, discussing the Fed, inflation / growth data, and tactical views across sectors/factors. They also discuss what positioning and flows suggest for markets, looking at positioning across the Prime book (i.e. from Hedge Fund clients) as well as investor types such as Retail, CTAs, and in ETFs. This episode features John Schlegel, Head of Positioning Intelligence and Andrew Tyler, Head of US Market Intelligence.

This episode was recorded on February 27, 2023.

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer

© 2023 JPMorgan Chase & Company. All rights reserved.

Explore the pressing issue of global food insecurity in this episode of Research Recap on J.P. Morgan's Making Sense podcast. Join Tracey Allen, Head of Agricultural Commodities Strategy, and Joyce Chang, Chair of Global Research, as they delve into the structural factors driving food insecurity, such as war, weather, waste, and water. With 282 million people experiencing acute hunger in 2023, an increase of 24 million from the previous year, the discussion highlights the complex interplay of geopolitical instability, climate change, and resource management on food security. Discover how these factors impact global markets and the potential solutions to mitigate these challenges.

This episode was recorded on October 10, 2024.

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.

This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.

Copyright 2024, JPMorganChase & Co. All rights reserved.

Join Kathleen Darling from J.P. Morgan's Debt Capital Markets team as she sits down with Brian Tramontozzi, Head of North American Leveraged Finance Capital Markets, to discuss the latest trends and outlook in the leveraged loan market this year. Gain deeper insights into market dynamics, refinancings, interest rates and more.

This episode was recorded on May 24, 2023. 

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.

© 2023 JPMorgan Chase & Company. All rights reserved.

In this episode, the team focus on inflation in the US and the UK, and discuss whether yesterday’s market rally post the hotter than expected September US CPI print could be the start of a sustainable market rebound. Krupa Patel, Head of International Market Intelligence, and author of many Global Data Intelligence products, runs through the latest message from the team’s data toolkits including Signal from the Noise and Tactical Positioning Monitor, and also provides an update on the latest political developments in the UK & market implications. Krupa is interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group.

This episode was recorded on the morning of October 14, 2022 (BST).

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.

© 2022 JPMorgan Chase & Company. All rights reserved.

In this episode of Research Recap, Jack Atherton, who covers Technology, Media and Telecom Specialist Sales, delves into the latest trends shaping the streaming industry with Doug Anmuth, Head of the U.S. Internet Research Team, and David Karnovsky, Head of U.S. Media, Entertainment, and Advertising. The discussion covers the current state of the streaming market, the impact of price increases and platform partnerships, and the evolving strategies of major players like Netflix and Disney+. They also explore the increasing role of sports content in streaming, the significance of global reach, the potential for industry consolidation, and more.

This episode was recorded on May 10, 2024.

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.

This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.

Copyright 2024, JPMorganChase & Co. All rights reserved.

What are the top long-term risks for global markets, and how can investors prepare? Join Joyce Chang, Chair of Global Research, and Jan Loeys, who covers Long-Term Strategy, as they discuss the key factors that will shape the investment landscape over the next 10 years.

This episode was recorded on July 28, 2023.

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.

This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.

Copyright 2023, JPMorganChase & Co. All rights reserved.

Ongoing inflation, high interest rates and diminishing excess savings are pressurizing consumer confidence this holiday shopping season. Against this uncertain macro backdrop, are consumers still willing and able to spend this year? Join Matthew Boss, Head of Department Stores, Specialty Softlines and Leisure, and Georgina Johanan, Head of European General Retail, as they discuss the outlook for holiday shopping.

This episode was recorded on December 15, 2023.

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.

This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.

Copyright 2023, JPMorganChase & Co. All rights reserved.

Todd Rothman, Managing Director of North American High Yield and Leveraged Loan Capital Markets, dives into the latest developments in the leverage loan and high yield markets with Kathleen Darling. They shed light on key catalysts influencing market dynamics, including geopolitical conflicts, a precipitous move in treasuries, recent economic data and more. Tune in to discover how companies can seize market windows of opportunity before year-end.  

This episode was recorded on November 7, 2023.

This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.

© 2023 JPMorgan Chase & Company. All rights reserved.