At Any Rate

Verfügbare Folgen

5 von 138

EM Fixed Income: Emerging Markets Outlook and Strategy: Hold reduced EM exposure into the summer as market pricing and positioning are downplaying risks
Luis Oganes, Jonny Goulden and Jahangir Aziz discuss the outlook for Emerging Markets. Speakers Luis Oganes - Head of Global Macro Research Jonny Goulden - Head of EM Fixed Income Strategy Jahangir Aziz - Head of Emerging Markets Economic Research This podcast was recorded on July 18, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5030262-0 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.
--------
19:17
--------
19:17
Global Commodities: Cocoa market crunch
After historic price gains across the cocoa market through 2024, cocoa markets are leading the losses across agri markets through 2025 YTD. The hangover from last year’s 4Q highs in cocoa prices has come to roost, and the long-awaited 2Q25 cocoa grind data has confirmed the demand destruction widely reported by the industry over recent months. However, regional disparities have become more notable. The sharp decline in cocoa prices through July falls in line with our view, amid expectations of demand-side destruction. However, we continue to caution that cocoa prices will remain structurally higher for longer. Speaker Tracey Allen, Head of Agricultural Commodities Research This podcast was recorded on July 18, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5027913-0 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.
--------
10:36
--------
10:36
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.
--------
13:16
--------
13:16
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.
--------
23:28
--------
23:28
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.
--------
17:34
--------
17:34

Weitere Wirtschaft Podcasts

Trending Wirtschaft Podcasts

Über At Any Rate

Analysts from J.P. Morgan Global Research take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Podcast-Website

Wirtschaft