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.
Financial markets are navigating a post-ceasefire environment characterized by two primary regime shifts: a transition from pro-cyclical to defensive growth and a move toward higher, stickier global inflation. While the ceasefire offers a cautious step toward stabilization, persistent energy price pressures and potenti...
The podcast addresses the escalating conflict in the Middle East and its impact on commodity markets, focusing on natural gas, oil, and metals. European natural gas storage levels are critically low, with concerns about refilling them before the next winter. Ongoing tensions, especially regarding the Strait of Hormuz, ...
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