Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.
Episodes · 25
Global Commodities: The final 11%
Oct 2, 2026 · 10m
Global FX: Spilled OATs, Payrolls, Risks to carry
Oct 2, 2026 · 19m
Global Rates: Mixed themes in European rates – Euro area sovereign spreads and France, seasonality in DM rates, cross-currency basis update and UK rate markets
Oct 2, 2026 · 17m
Global Rates - Increasing risk of CTD switches in UST and Eurex futures
Oct 2, 2026 · 10m
Global FX: US diesel ban, dollar view, G10 central banks
Sep 25, 2026 · 19m
Global Rates: Thoughts on long end EUR curve, SSAs and the recent Riksbank and Norges Bank meetings
Sep 25, 2026 · 13m
Global Rates: DM inflation markets under higher real rates
Sep 24, 2026 · 24m
EM Fixed Income: Navigating some sudden market turbulence
Sep 24, 2026 · 20m
Economics: PODCAST|Key Takeaways: 2026 Emerging and Frontier Markets Opportunities Conference
Sep 22, 2026 · 12m
Global FX: Bullish beta, bullish USD reinforced
Sep 18, 2026 · 26m
Global Commodities: The ways of water
Sep 18, 2026 · 13m
US Rates: Talk the talk, walk the walk
Sep 17, 2026 · 12m
Key Takeaways: European Leveraged Finance Conference 2026
Sep 17, 2026 · 15m
EM Fixed Income: Is the coast clear after the Fed?
Sep 17, 2026 · 19m
BOJ Preview: Global Market Implications
Sep 14, 2026 · 37m
US Rates: And you’re not gonna reach my telephone
Sep 11, 2026 · 16m
Global FX: Post-CPI and pre-Fed FX round up
Sep 11, 2026 · 15m
Global Rates: Dissecting the sell-off in European rates, next week’s BoE meeting
Sep 11, 2026 · 19m
EM Fixed Income: Battle tested, but shields still up
Sep 10, 2026 · 24m
Global FX: Dollar Debate Corner (again), Yen, RBNZ/RBA
Sep 4, 2026 · 31m
Global Rates: European Rate Markets – ECB meeting and European curves
Sep 4, 2026 · 10m
EM Fixed Income: Summer ending but the heat is still on
Sep 3, 2026 · 21m
Global FX: EU deep dive, US roundup, back to school themes
