Analysts from J.P. Morgan Global Research take a closer look at the stories behind some of the bigge
The Trump Presidency and the widely expected Red Sweep amplifies USD exceptionalism on multiple chan
In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss their thoughts on Europe
The initial post-election sell-off in gold ran counter to both our and consensus expectations. We th
Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM
Our Global FX Strategists Patrick Locke, Ladislav Jankovic and James Nelligan take a final look at
We cut through the noise to explore the policies that will be prioritized by any new administration,
Rates strategists Jay Barry and Afonso Borges recap Treasury’s November refunding announcement and t
Jonny Goulden & Saad Siddiqui discuss how EM asset markets are looking ahead of the US election
Srini Ramaswamy and Ipek Ozil discuss the impact of the upcoming election on Rates markets, as well
In this podcast, we discuss our recently launched default outlook for 2025. Our 2025 EM Corporate HY
A lot of ink has been spilled on the impact of US elections on the euro. But a less discussed questi
The BCOM Precious Metals Index has continued its year-to-date rally in October, gaining nearly 4% so
Spreadbites is a new monthly podcast and video series where we discuss key trends in credit markets.
US Short Duration strategists Teresa Ho and PJ Vohra discuss the Fed’s new tool, Reserve Demand Elas
During this Commodities edition of the At Any Rate Podcast, Tracey Allen, head of agricultural resea
We run through takeaways from the week thinking about the ECB, UK data, Asia FX and Antipodean FX, a
In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss their thoughts on the up
US Rates Strategists Jay Barry and Phoebe White discuss their takeaways from the September CPI repor
We run through the expected impact on FX from different US election outcome scenarios and we provide
It took an escalation in Iran-Israel tensions and the optimism generated by the Chinese government’s
