At Any Rate

• EM Fixed Income Focus: See no evil, hear no evil: EM is not yet pricing a lot of growth downside

  Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class.   Speakers: Jonny Goulden, Head of EM Fixed Income Strategy Saad Siddiqui,  Emerging Markets Strategist   This podcast was recorded on 13 March 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4931834-0 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 and EM: Seeking themes with a shelf-life

  We discuss implications of the regime-shift in German fiscal policy, moderating US exceptionalism and tariffs on FX markets.   Speakers: Meera Chandan, Global FX Strategy Patrick Locke, Global FX Strategy Anezka Christovova, Emerging Markets Strategy   This podcast was recorded on 7 March 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4925154-0 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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  19:25
• US Rates - Equity Financing Meets ABCP

  US Short Duration strategists Teresa Ho and PJ Vohra provide an update in the equity financing markets and discuss how that is driving growth in the ABCP market.   Speakers Teresa Ho, Head, U.S. Short Duration Strategy Pankaj Vohra, U.S. Short Duration Strategy   This podcast was recorded on March 7, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4902017-0 and https://www.jpmm.com/research/content/GPS-4926314-0 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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  8:54
• Global Commodities: The pain trade

  After attending IE Week in London last week, we concluded that the majority of investors likely held long positions in oil and that the pain trade would be to the downside. Since then, Brent oil prices have plunged 6.5%, reaching their lowest since December 2021 on Wednesday, while WTI have fallen nearly 6% over the same period, hitting its lowest point since May 2023. Brent is currently trading about $7 below its fair value, with short-term technical indicators in oversold territory. The market sees a drop in Iranian supply as the only bullish catalyst for prices, an event we do not anticipate, however further depreciation in the US dollar could stabilize and potentially boost oil prices. To recap our view, we expect the price of Brent oil to average $73 this year—largely unchanged from our 2024 Outlook published in November 2023—exiting the year at $64, before slipping to a $61 average in 2026.   Speaker: Natasha Kaneva, Head of Global Commodities Research   This podcast was recorded on 7 March 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4925607-0 or 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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  11:07
• Global FX and Rates: US moderation vs. tariffs tunes

  Jay Barry and Meera Chandan discuss the recent US moderation and upcoming tariff announcements, with implications for US rates and the dollar.    Speakers: Meera Chandan, Global FX Strategy Jay Barry, Head of Global Rates Strategy   This podcast was recorded on 28 February 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4922731-0, https://www.jpmm.com/research/content/GPS-4920384-0, 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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  18:15

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