Analysts from J.P. Morgan Global Research take a closer look at the stories behind some of the bigge
Having marketed our 2025/2026 Oil Outlook over the last couple weeks, we address the feedback and qu
Arindam Sandilya and Octavia Popescu discuss the outlook for currencies following a busy week of cen
J.P. Morgan’s Francis Diamond and Jay Barry discuss the varied outcomes of this week’s BoE and Fed m
Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM
Spreadbites is a new monthly podcast and video series where we discuss key trends in credit markets.
The Global FX Strategy team discuss this week’s key events and market moves, while looking ahead to
The BCOM Index is projected to deliver a flat return in 2024 and is expected to remain relatively
The Global FX Strategy team discusses FX implications from upcoming DM central bank decisions, inclu
J.P. Morgan’s US Rates strategy team discusses their high-level themes from their recently published
In this podcast Morten Lund, Khagendra Gupta and Octavia Popescu discuss the outlook for the Scandin
Not for the faint hearted. Speakers Arindam Sandilya, Global FX Strategy Ladislav Jankovic, Global
J.P. Morgan economists and strategists discuss the outlook for Emerging Markets in 2025, focusing al
The Global FX strategy team provides a round-up of the year-ahead outlook. Speakers Meera Chandan,
In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss the outlook for European
President-elect Trump will return to the White House in January with a commitment to rapidly defeat
Last month our team published “EM as an Asset Class Evolves and Diversifies,” an update of the EM as
US Rates Strategist Phoebe White discusses her takeaways from the October CPI report, as well as the
Since late-October, a price premium has been building in the TTF natural gas market, particularly su
FX markets are finally behaving as expected post-US elections. Meera Chandan and Arindam Sandilya di
Description: Srini Ramaswamy and Ipek Ozil discuss the dynamics of the upcoming Treasury futures rol
