J.P. Morgan Research

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Канал • Подкастов: 2

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-6 ДН.

Global Data Pod Weekender: Let me count the ways

Our global forecast looks for a sharp slowing in growth in the coming months, concentrated in the US. Despite this contrasting with the more benign outlook apparent in risk markets, we see downside risks edging higher on US trade and immigration policies. Recent US fiscal policies should provide some offset but likely less than advertised. Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 11 July 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

-6 дн.

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32 мин.
-6 ДН.

Global Rates: European rates summer themes – seasonality, swap spreads, SSAs and gilts

In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta broadly discuss some summer themes for European rate markets focusing on seasonality in intra-EMU spreads, Eur swap spread views, SSA thoughts and UK gilt yields. Speakers: Francis Diamond, Head of European Rates Strategy Aditya Chordia, European Rates Strategy Khagendra Gupta, European Rates Strategy This podcast was recorded on 11 July 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5025853-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

-6 дн.

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13 мин.
-6 ДН.

Global FX: Keeping the bearish USD view

Meera Chandan, Arindam Sandilya, Patrick Locke and James Nelligan discuss why the dollar still deserves to weaken over the medium-term, recent CNY fixes, tariff and UK/ CHF developments. Speakers Meera Chandan, Global FX Strategy Arindam Sandilya, Global FX Strategy Patrick Locke, Global FX Strategy James Nelligan, Global FX Strategy This podcast was recorded on July 11, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5027112-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

-6 дн.

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23 мин.
-6 ДН.

Global Commodities: 50% copper tariffs coming soon; now comes the copper hangover

The Trump administration announced plans this week to impose a 50% tariff on US copper imports beginning August 1st. While the 50% level of copper tariffs exceeds our previous expectations, the timing is aligned with our base case and now solidifies a transitions for the copper market towards a period of payback after copper fundamentals were especially tightened by a very sharp pull-forward in US imports in 1H25. Natasha Kaneva is joined by Greg Shearer to explore what this means for copper prices and fundamentals over 2H25. Speakers: Natasha Kaneva, Head of Global Commodities Research Greg Shearer, Head of Base and Precious Metals Research This podcast was recorded on July 11, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-502515-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

-6 дн.

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18 мин.
10 ИЮЛ.

Asia Cross Asset: Liberation Day 2.0 and Asia

Featured in this podcast are Sajjid, Rajiv and Arindam discuss the outlook for Asia macro and rates/FX/equity markets in the aftermath of the latest US announcement on tariffs this week This podcast was recorded on Jul 10, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-5025093-0, https://jpmorganmarkets.com/research/content/GPS-5023592-0 and https://jpmorganmarkets.com/research/content/GPS-5024505-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.

10 июл.

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24 мин.
3 ИЮЛ.

Global Commodities: Global upstream Oil & Gas capital spending faces first contraction since 2020

Global upstream oil and gas spending is expected to hit $543 billion this year, a 1.1% decrease from 2024, with reduced capital allocation across all regions except the Middle East. Capital spending in the US shale sector experienced a 3.2% drop in 2024, with forecasts indicating a further 1.9% decline in 2025, despite rising costs from tariffs on steel and other product. Despite conservative capital plans, US oil liquids production is set to rise by 672 kbd in 2025 and 530 kbd in 2026, boosted by substantial hedging during mid-June's oil price spike. Globally, oil liquids supply is projected to grow by 2.3 mbd this year. Speaker: Natasha Kaneva, Head of Global Commodities Research This podcast was recorded on July 3, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4939838-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

3 июл.

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13 мин.
27 ИЮН.

Global Data Pod Weekender: Taking stock at midyear

We published our midyear outlook this week, highlighting expectations for a significant stagflationary shift in 2H25 and our limited confidence in forecasting the magnitude of this shift. We expect global GDP growth to fall well below potential, while the US tariff shock is expected to increase overall global inflation. Despite the uncertainty, we are observing a shift in market signals away from the narrative of weaker growth and rising inflation. One key message from the markets is a growing conviction in the likelihood of near-term Fed easing. We see the risk of a September easing as high, contingent upon further evidence of softening in the US labor markets. Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 27 June 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

27 июн.

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38 мин.
3 ИЮЛ.

Global FX: Deep-dive into global FX hedge ratios

This week, our global FX strategists, Meera Chandan, Ben Jarman, Patrick Locke, Octavia Popescu and James Nelligan take a look at FX hedge ratios across Australia, Canada, Scandinavia and the Eurozone, and discuss where further adjustments can impact currencies in 2H’25. We also discuss the latest views on sterling following this week’s fiscal news out of the UK, and explain why US payrolls doesn’t derail the USD downtrend. This podcast was recorded on 03 July 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4974434-0 https://www.jpmm.com/research/content/GPS-5003828-0 https://www.jpmm.com/research/content/GPS-5003800-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

3 июл.

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30 мин.
30 ИЮН.

Global FX Derivatives: Thin Cushion. A Slippery Slope from Calm to Uncertainty

In this episode of At Any Rate Arindam Sandilya, Juan Duran-Vara and Ladislav Jankovic discuss FX Derivatives themes of interest heading into 2H25. We briefly go over the FX volatility backdrop and then pivot to the six themes: carry, USD skew, correlations, directional exposure in JPY and EUR, JPY surface setup, and wrap it up with the just-in case recession hedges. Speakers Arindam Sandilya, Global FX Strategy Ladislav Jankovic, Global FX Strategy Juan Duran-Vara, Global FX Strategy This podcast was recorded on June 30, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5018065-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

30 июн.

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18 мин.
27 ИЮН.

Global Rates: European rates markets roundup: German fiscal, NATO meeting, carry themes, de-dollarisation flows and UK rates

In this podcast Francis Diamond, Aditya Chordia and Elisabetta Ferrara discuss recent German fiscal and NATO events this week as well as views on carry as a theme, an update on tracking de-dollarisation flows and thoughts on UK rates. Speakers Francis Diamond, Head of European Rates Strategy Aditya Chordia, European Rates Strategy Elisabetta Ferrara, European Rates Strategy This podcast was recorded on June 27, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5014923-0, https://www.jpmm.com/research/content/GPS-4985123-0, https://www.jpmm.com/research/content/GPS-5012148-0, https://www.jpmm.com/research/content/GPS-5005164-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

27 июн.

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18 мин.

Listen to insights from J.P. Morgan Global Research economists and strategists as they discuss the data, trends and catalysts behind market moving and noteworthy economic events. Get new episodes as soon as they’re released: subscribe to J.P. Morgan Global Research.

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J.P. Morgan Research

Популярные подкасты

Global Data Pod Weekender: Let me count the ways

Global Rates: European rates summer themes – seasonality, swap spreads, SSAs and gilts

Global FX: Keeping the bearish USD view

Global Commodities: 50% copper tariffs coming soon; now comes the copper hangover

Asia Cross Asset: Liberation Day 2.0 and Asia

Global Commodities: Global upstream Oil & Gas capital spending faces first contraction since 2020

Global Data Pod Weekender: Taking stock at midyear

Global FX: Deep-dive into global FX hedge ratios

Global FX Derivatives: Thin Cushion. A Slippery Slope from Calm to Uncertainty

Global Rates: European rates markets roundup: German fiscal, NATO meeting, carry themes, de-dollarisation flows and UK rates

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