At Any Rate

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Global Commodities: A bitter cold US natural gas market ramps up LNG supply as Europe struggles to win cargoes
The weather forecasts for early 2025 in both the US and Europe have turned colder, leading to increased natural gas demand and stress on projected end of season storage levels. While current conditions suggest a bullish outlook, we caution that there is still plenty of winter and time left in the year, creating significant uncertainty regarding price formation over the balance of 2025 in both markets. Speakers: Shikha Chaturvedi, Head of Global Natural Gas Research Otar Dgebuadze, Global Natural Gas Research This podcast was recorded on 17 January 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4888451-0 and https://www.jpmm.com/research/content/GPS-4884963-0 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.
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Global FX: What to expect when you are expecting inauguration
Arindam Sandilya , Junya Tanase, James Nelligan and Patrick Locke discuss the FX outlook heading into the US Presidential inauguration next week. Speakers: Arindam Sandilya, Global FX Strategy Junya Tanase, Global FX Strategy James Nelligan, Global FX Strategy Patrick Locke, Global FX Strategy This podcast was recorded on January 17, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4887086-0 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
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25:31
Global Rates - 2025 Global government issuance outlook
Luis Oganes, head of Global Macro research at J.P. Morgan, discusses the outlook for government bond issuance in 2025 with strategists Jay Barry and Aditya Chordia. The team discusses how ongoing central bank QT amplifies issuance trends, and wide budget deficits suggest term premium should remain elevated in the US and UK, while these trends should be less impactful for Euro-area and Japanese yields. Speakers: Luis Oganes, Head of Global Macro Research Jay Barry, Head of Global Rates Strategy Aditya Chordia, European Rates Strategy This podcast was recorded on 17 January 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4887257-0, 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.
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21:34
EM Fixed Income: Cyclical winds blowing on the eve of Trump 2.0
Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 17 January 2025. © 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.
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19:12
Global FX: No calm before the storm
This week our Global FX Strategists discuss how much upside the dollar still has given US exceptionalism and tariff risks. They also touch on implications from the UK’s fiscal outlook for GBP, as well as the read-through from political developments in Canada to CAD. Speakers: Meera Chandan, Global FX Strategy James Nelligan, Global FX Strategy Patrick Locke, Global FX Strategy This podcast was recorded on 10 January 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4881532-0 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.
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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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