At Any Rate

J.P. Morgan Global Research

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.

Play

Open in

54 episodes
Avg 18 min
English

Episodes 54

Newest Oldest Longest

All20 Unplayed20 In progress0 Played0

Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.

#824
Friday · 10 min
Global Commodities: The final 11%
Oil is flowing from the Middle East once again. Despite that, crude and refined products prices remain high, with diesel markets especially tight. In this episode, we discuss the Strait of Hormuz, but also copper and gold, where the backdrop of high diesel prices, rising real yields and El Niño has sparked discussions. Speakers: Natasha Kaneva, Head of Global Commodities Research Greg Shearer, European Natural Gas This podcast was recorded on October 2, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5466002-0, ,and https://www.jpmm.com/research/content/GPS-5460463-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.
#822
Friday · 19 min
Global FX: Spilled OATs, Payrolls, Risks to carry
Meera Chandan, Patrick Locke and James Nelligan unpack the FX spillover from OATs and potential hedges, as well as take-aways from the US payrolls report. This podcast was recorded on 02 October 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5469490-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.
#821
Friday · 17 min
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
In this podcast Francis Diamond, Aditya Chordia, Khagendra Gupta and Elisabetta Ferrara discuss recent dynamics in Euro area sovereign spreads and in particular France, seasonality in DM rate markets, cross-currency basis and UK rates markets ahead of the budget This podcast was recorded on 02 October 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5465324-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.
#823
Friday · 10 min
Global Rates - Increasing risk of CTD switches in UST and Eurex futures
In this podcast Khagendra Gupta and Ipek Ozil discuss increasing risk of CTD switches in UST and Eurex futures and their implications on hedging needs. Speakers: Khagendra Gupta, European Rates Strategy Ipek Ozil, Head of U.S. Interest Rate Derivatives Strategy This podcast was recorded on October 2, 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 J.P. Morgan 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.
#820
September 25 · 12 min
Global Commodities: Day 31 and beyond
Crude and natural gas markets have been volatile this week, driven by headlines of ceasefire talks and Saudi Arabian exports. However, most discussions revolved around the possibility of a US export ban on diesel. All told, a 30 day ban may work surprisingly well, at least initially. Then comes Day 31. Speakers: Natasha Kaneva, Head of Global Commodities Research Otar Dgebuadze, European Natural Gas This podcast was recorded on September 25, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5459356-0, and https://www.jpmm.com/research/content/GPS-5457399-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.
#816
September 25 · 19 min
Global FX: US diesel ban, dollar view, G10 central banks
Meera Chandan, Anezka Christovova, Pat Locke and Octavia Popescu unpack FX implications of a potential US diesel ban, the dollar view, and this week’s Scandi/ Swiss central banks. This podcast was recorded on 25 September 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5460193-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.
#819
September 25 · 13 min
Global Rates: Thoughts on long end EUR curve, SSAs and the recent Riksbank and Norges Bank meetings
In this podcast Francis Diamond, Khagendra Gupta and Matteo Mamprin discuss recent dynamics at the long end of the Euro curve, their latest views on SSAs and the recent Riksbank and Norges Bank meetings. This podcast was recorded on 25 September 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5458676-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.
#817
September 24 · 24 min
Global Rates: DM inflation markets under higher real rates
In this podcast, Frida Infante and Harry Downie discuss the latest inflation data and breakeven markets across the euro area, the UK and the U.S. This podcast was recorded on 24 September 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5408517-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.
#818
September 24 · 20 min
EM Fixed Income: Navigating some sudden market turbulence
Anezka Christovova, Ben Ramsey and YM Hong discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 24 September 2026. This communication is provided for information purposes only. © 2026 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.
#815
September 22 · 12 min
Economics: PODCAST|Key Takeaways: 2026 Emerging and Frontier Markets Opportunities Conference
Speakers Zafar Nazim, Head of Emerging Markets Corporate Research Ayomide Mejabi, Senior Economist Sub-Saharan Africa Soo Chong Lim, Head of APAC Credit Research Nicolaie Alexandru, Head of US High Yield Bond & Leveraged Loan Strategy This podcast was recorded on September 18, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5455212-0.pdf for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.
#813
September 18 · 26 min
Global FX: Bullish beta, bullish USD reinforced
Arindam Sandilya, Junya Tanase, Patrick Locke and Octavia Popescu discuss the FX outlook in an action packed week of consequential G4 central bank meetings. This podcast was recorded on 18 September 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5455633-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.
#814
September 18 · 13 min
Global Commodities: The ways of water
Since our last episode in early August, markets have faced a new wave of escalation in the Middle East, stressing commodity prices from energy to agriculture. To make matters even more complicated, the El Niño weather pattern is also in full swing. Today, we focus on how the Strait of Hormuz and the Pacific Ocean are impacting markets across the globe. Speakers: Natasha Kaneva, Head of Global Commodities Research Tracey Allen, Head of Agricultural Commodities This podcast was recorded on September 18, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5448646-0, https://www.jpmm.com/research/content/KAL-1-1UQ84TE8 and https://www.jpmm.com/research/content/GPS-5454135-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.
#812
September 17 · 12 min
US Rates: Talk the talk, walk the walk
Rates strategists Jay Barry and Amanda Berke discuss recent moves in Treasuries, what we've learned from the September FOMC meeting, and implications for yields going forward. Speakers: Jay Barry, Head of Global Rates Strategy Amanda Berke, US Rates Strategist This podcast was recorded on September 17, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5451911-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.
#811
September 17 · 15 min
Key Takeaways: European Leveraged Finance Conference 2026
Speakers: Stephen Dulake, Co-head of Fundamental research Daniel Lamy, Head of European Credit Strategy Research Gareth Davies, Head of European Corporate Credit Research Nelson Jantzen, Head of US High Yield Bond & Leveraged Loan Strategy Tarek Hamid, Head of North American Corporates Credit Research This was recorded on September 15, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5441122-0.pdf for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.
#810
September 17 · 19 min
EM Fixed Income: Is the coast clear after the Fed?
Anezka Christovova, Ben Ramsey and Michael Harrison discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 17 September 2026. This communication is provided for information purposes only. © 2026 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.
#809
September 14 · 37 min
BOJ Preview: Global Market Implications
J.P. Morgan Global Research analysts discussed the upcoming Bank of Japan meeting and its implications for global markets. J.P. Morgan Speakers: Ayako Fujita, Chief Japan Economist Junya Tanase, Chief Japan FX Strategist Takafumi Yamawaki, Head of Japan Fixed Income Research Moderator: Samantha Azzarello, Head of Content Strategy This podcast was recorded on September 14, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5441895-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.
#808
September 11 · 16 min
US Rates: And you’re not gonna reach my telephone
In this podcast, Harry Downie and Abiel Reinhart discuss the latest US inflation data and read through to rates markets. Speakers: Abiel Reinhart, US Economic Research Harry Downie, US Rates Strategy This podcast was recorded on September 11, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5446625-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.
#807
September 11 · 15 min
Global FX: Post-CPI and pre-Fed FX round up
Meera Chandan, Pat Locke, Anezka Christovova and Octavia Popescu discuss global FX implications of the US CPI print and upcoming FOMC meeting, with focus on which currencies could be the most resilient in a Fed hiking cycle. This podcast was recorded on 11 September 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5439665-0 For more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.
#806
September 11 · 19 min
Global Rates: Dissecting the sell-off in European rates, next week’s BoE meeting
In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss the recent sell-off in European rates and look ahead to the September BoE meeting. This podcast was recorded on 11 September 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5444555-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.
#805
September 10 · 24 min
EM Fixed Income: Battle tested, but shields still up
Anezka Christovova, Ben Ramsey and Tania Escobedo discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 10 September 2026. This communication is provided for information purposes only. © 2026 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.

Showing 1–20 of 54 episodes