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.
In this episode of J.P. Morgan's "At Any Rate" podcast, host Jay Barry discusses recent developments in repo markets and Treasury supply with experts Teresa Ho and Phoebe White. Teresa Ho explains the confluence of factors leading to increased funding pressures and suggests the Fed should end QT and consider lowering I...
In this week's "At Any Rate" podcast, Pat Locke and a panel of FX strategists including Meera Chandan, Arindam Sandilya, Junya Tanase, and James Nelligan discuss various factors influencing the FX market. The panel examines the lack of volatility in the G10 space despite movements in other markets like gold, and they e...
In this episode of the "At Any Rate Emerging Markets Focus" podcast, Jonny Goulden, Anezka Christovova, and Gisela Brant from J.P. Morgan discuss recent developments and key issues in emerging market fixed income. They address the current market environment, influenced by the U.S. government shutdown and various geopol...
In this episode of J.P. Morgan's "At Any Rate" podcast, Phoebe White and Teresa Ho discuss the rates market's recent volatility, influenced by headlines from Washington, bank earnings, and trade tensions. They delve into the front end of the curve, examining the firming in repo markets and the surprising spike in SOFR,...
The Asia Cross Asset Podcast focuses on the potential impact of Sanae Takaichi's election as President of the Liberal Democratic Party on Japan's economic policy and markets. The discussion covers Takaichi's fiscal policy proposals, the Bank of Japan's independence, currency market dynamics, and potential interventions...
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