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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.

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Global FX: GBP vol shocks, vulnerabilities and valuations

J.P. Morgan FX strategists Patrick Locke and Ladislav Jankovic discuss tactical and fundamental issues for sterling, as well as the state of play in derivatives markets. This podcast was recorded on 30 September 2022. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4220251-0 ,  https://www.jpmm.com/research/content/GPS-4220180-0 , https://www.jpmm.com/research/content/GPS-4218921-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

10mins

30 Sep 2022

Rank #1

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EM Fixed Income: It goes on and on and on and on

Jonny Goulden and Tales Padilha discuss the ongoing pressure on EM assets as US financial conditions tighten, which is now impacting less risky parts of EM FX and credit. This podcast was recorded on September 29, 2022. This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4218945-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

11mins

29 Sep 2022

Rank #2

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Japan Markets: Japan’s Solitary Journey in a Volatile World

Featured in this podcast are  Tohru Sasaki, Ayako Fujita, Benjamin Shatil, Takafumi Yamawaki and Rie Nishihara This podcast was recorded on Sep 29, 2022. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4212921-0, https://www.jpmm.com/research/content/GPS-4213038-0, https://www.jpmm.com/research/content/GPS-4214418-0.pdf , https://www.jpmm.com/research/content/GPS-4213133-0 and https://www.jpmm.com/research/content/GPS-4215243-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

11mins

29 Sep 2022

Rank #3

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FX: A historic week solidifying USD strength and JPY weakness

J.P. Morgan FX strategists Meera Chandan and Ben Shatil discuss why USD/JPY will continue to rise despite the first MoF intervention in 24 years to buy yen and why we stay long dollars even with the broad index at five decade highs. This podcast was recorded on 23 September 2022. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4214409-0 and https://www.jpmm.com/research/content/GPS-4213038-0  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

17mins

23 Sep 2022

Rank #4

Most Popular Podcasts

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EM Fixed Income: A real (yield) test for EM assets

Jonny Goulden and Tales Padilha discuss the impact of a hawkish Fed and rise in US real yields on EM fixed income markets. This podcast was recorded on 23 September 2022. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4213903-0  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

11mins

23 Sep 2022

Rank #5

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Global FX & Rates: Implications of the Truss plan for the UK economy and markets

J.P. Morgan researchers Meera Chandan, Francis Diamond, Allan Monks and Patrick Locke discuss the outlook for the UK economy, rates and FX markets following the historic fiscal plan. This podcast was recorded on September 16, 2022. This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4208824-0, www.jpmm.com/research/content/GPS-4208942-0, www.jpmm.com/research/content/GPS-4206423-0, www.jpmm.com/research/content/GPS-4201080-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

19mins

16 Sep 2022

Rank #6

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FX Derivatives - All is not lost

In the podcast we discuss latest developments in FX options markets, touching on EUR and Yen positioning in FX options markets, Yen volatility surface backdrop, Brazil election pricing and European – LatAm relative value. This podcast was recorded on September 12, 2022. This communication is provided for information purposes only. Institutional clients can view the related report at  www.jpmm.com/research/content/GPS-4203121-0 and www.jpmm.com/research/content/GPS-4204124-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

8mins

12 Sep 2022

Rank #7

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Japan Markets: Japan’s falling Yen: It’s (still) not over

Featured in this podcast are Tohru Sasaki and Benjamin Shatil This podcast was recorded on Sep 8, 2022. This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-4200131-0, https://jpmorganmarkets.com/research/content/GPS-4190370-0 and https://jpmorganmarkets.com/research/content/GPS-4195632-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

7mins

8 Sep 2022

Rank #8

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Global FX: Dollar at crossroads, but not feeling the blues

J.P. Morgan FX strategists Meera Chandan, Arindam Sandilya and Ben Shatil discuss the outlook for bellwether USD pairs at key levels—EUR/USD, USD/JPY and USD/CNY. This podcast was recorded on 02 September 2022. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4195632-0, https://www.jpmm.com/research/content/GPS-4197402-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

15mins

2 Sep 2022

Rank #9

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Global FX & Rates: An event-laden European September

J.P. Morgan FX and Rates strategists Meera Chandan, Aditya Chordia and Francis Diamond discuss market implications of key European events in September—ECB/BoE meetings, Italian elections and the Tory leadership choice. This podcast was recorded on 24 August 2022. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4184594-0 , https://www.jpmm.com/research/content/GPS-4185006-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

16mins

24 Aug 2022

Rank #10