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At Any Rate At Any Rate J.P. Morgan Global Research The Legal Podcast Network The Legal Podcast Network The Legal Podcast Network (LPN) HER Extraordinary LIFE By Design HER Extraordinary LIFE By Design Leslie Gaudet The SMB Deal Hunter Podcast The SMB Deal Hunter Podcast Helen Guo Evan Carmichael - Believe: Unlocking Your True Potential Evan Carmichael - Believe: Unlocking Your True Potential Evan Carmichael Beauty Bytes with Dr. Kay: Secrets of a Plastic Surgeon™ Beauty Bytes with Dr. Kay: Secrets of a Plastic Surgeon™ Kay Durairaj, MD, FACS @beautybydrkay JMO Podcast JMO Podcast Jason Mitchell Outdoors Hedgeye Podcasts Hedgeye Podcasts Hedgeye Risk Management SignalsAZ.com - Arizona News Podcast SignalsAZ.com - Arizona News Podcast Talking Glass Media, LLC UPTHINKING FINANCE UPTHINKING FINANCE Emerson Fersch MasilyJohn MasilyJohn MasilyJohn Travel to Profit Travel to Profit Derek Hey Gibraltar! Hey Gibraltar! Ahmed Rehan and Adam Kaan deepdive. deepdive. CountingWorks PRO Marketing Team Kitco NEWS Kitco NEWS Kitco Media Rock Solid Conversations Rock Solid Conversations Eric Zwigart 120 jaar IJsfabriek Strombeek 120 jaar IJsfabriek Strombeek The Podcast Planet The Art of Accomplishment The Art of Accomplishment Joe Hudson and Brett Kistler The Unscripted SEO Interview Podcast The Unscripted SEO Interview Podcast Jeremy Rivera Halftime Report Halftime Report CNBC Squawk Pod Squawk Pod CNBC Fox Business Hourly Report Fox Business Hourly Report FOX News Podcasts Rainer on Leadership Rainer on Leadership Church Answers The Money Show The Money Show Radio 702 Digital Social Hour Digital Social Hour Sean Kelly Joel Bomgar on Bitcoin: The FB Live Audio Joel Bomgar on Bitcoin: The FB Live Audio Joel Bomgar Vermont Viewpoint Vermont Viewpoint Vermont Viewpoint Self Publishing School: How To Write A Book That Grows Your Impact, Income, And Business Self Publishing School: How To Write A Book That Grows Your Impact, Income, And Business Chandler Bolt, Founder of selfpublishing.com B2B Podcasting Insights - business strategy podcast for founders and brands B2B Podcasting Insights - business strategy podcast for founders and brands Podknows Podcasting - B2B Podcasting Experts Remarkable Results Radio Podcast Remarkable Results Radio Podcast Carm Capriotto, AAP The Redeeming the Dirt Podcast The Redeeming the Dirt Podcast Noah Sanders KGCI: Real Estate on Air KGCI: Real Estate on Air KGCI: Real Estate on Air TV Santa Barbara TV Santa Barbara TV Santa Barbara Factory of the Future Podcast Factory of the Future Podcast AW Schultz & Alexandria Burek The Dutch Investors The Dutch Investors The Dutch Investors Wall Street Breakfast Wall Street Breakfast Seeking Alpha Nonprofit Launch Plan Podcast for Startup, Small, and Growing Nonprofits Nonprofit Launch Plan Podcast for Startup, Small, and Growing Nonprofits Matt Stockman
At Any Rate

Business

At Any Rate

J.P. Morgan Global Research

EM Fixed Income: Mid-year outlook, amid a moving target backdrop

June 26, 2026 11:02am 17 min

Anezka Christovova, Ben Ramsey and Tania Escobedo discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 26 June 2026. © 2026 JPMorgan Chase & Co. All ...

Global FX: Mid-Year Outlook pushbacks, payrolls, CNY, GBP

June 26, 2026 10:08am 24 min

This week, our Global FX Strategists respond to clients’ FAQs following mid-year outlook discussions. We also preview next week’s payrolls print for the dollar, and reflect on recent developments in CNY, GBP & CHF.   Spe...

Global FX: Bullish Beta, Bullish Dollar

June 19, 2026 1:05pm 44 min

We discuss our mid-year FX outlook in a rare long-format presentation.   Speakers Meera Chandan, Global FX Strategy Arindam Sandilya, Global FX Strategy Junya Tanase, Global FX Strategy Ikue Saito, Japan Markets Research...

Global FX: 2H Vol Outlook: Carry the Day, Vol the Tail

June 19, 2026 1:01pm 16 min

Ladislav Jankovic, Arindam Sandilya and Sanjana Shinde discuss the outlook for FX volatility in 2H26. This podcast was recorded on 18 June 2026. This communication is provided for information purposes only. Institutiona...

Global Rates: Scandi and BoE Central Bank wrap up, UK politics (again)

June 19, 2026 10:57am 11 min

In this podcast, Francis Diamond and Khagendra Gupta discuss the Riskbank, Norges Bank and BoE meetings this week and also talk (again) about the latest developments in UK politics following the Makerfield by-election.  ...

Global Commodities: Seeing the Invisible

June 18, 2026 2:21pm 9 min

Despite the signed Memorandum of Understanding and eased prices, tightness persists across commodities most affected by the closure of the Strait of Hormuz. In this episode, we highlight the state of natural gas and alum...

Global Rates: Inflation Markets in Europe, the UK and the US

June 18, 2026 9:26am 16 min

In this podcast, Frida Infante and Harry Downie discuss the latest inflation data and breakeven markets across the euro area, the UK and the U.S. in the wake of the U.S.–Iran MOU, the latest FOMC meeting, and easing ener...

In Focus: G7 Summit

June 18, 2026 6:37am 22 min

Welcome to J.P. Morgan Global Research's podcast, In Focus, where we explore timely and thematic topics with insights from across Global Research. In today's episode, we bring together macroeconomic views to explore key ...

Emerging Markets Outlook and Strategy for 2H26

June 15, 2026 10:16am 25 min

Luis Oganes, Nora Szentivanyi, Anezka Christovova & Ben Ramsey discuss the outlook for Emerging Markets for 2H26. This podcast was recorded on 15 June 2026. This communication is provided for information purposes only. ...

Global Rates: European Rate Markets – looking ahead over 2H26

June 12, 2026 1:27pm 17 min

In this podcast Francis Diamond, Khagendra Gupta and Aditya Chordia discuss European rate market views for the second half of this year.   This podcast was recorded on 12 June 2026. This communication is provided for inf...

Global Commodities: A Perfect Storm

June 12, 2026 12:26pm 8 min

On one hand, we see increased oil tanker flows through the Strait of Hormuz. On the other hand, gas markets have had less luck getting LNG through the crucial chokepoint, setting the scene for a perfect storm of low stor...

Global FX: Central banks take centre stage

June 12, 2026 11:09am 22 min

Arindam Sandilya, Junya Tanase, Patrick Locke and Octavia Popescu discuss the global FX outlook ahead of a heavy calendar of central bank meetings next week.   This podcast was recorded on 12 June 2026. This communicati...

Global FX & Economics: UK Outlook, GBP and SEK

June 11, 2026 8:13am 15 min

We review the UK outlook in terms of economics and politics, as well as the ramifications for GBP, and we conclude with other views of note in the European space, namely regarding the SEK.    Speakers James Nelligan Glob...

US Rates - Another Volatile Week in Rates Markets

June 05, 2026 5:30pm 13 min

Jay Barry and Ipek Ozil discuss the latest developments in rates markets and outlook for rates into the remainder of the year. Speakers: Jay Barry, Head of Global Rates Strategy Ipek Ozil, Head of US Interest Rate Deriva...

Global Commodities: Is that it?

June 05, 2026 12:44pm 11 min

If anything stands out in energy markets now, it is that prices have become remarkably sanguine despite an ongoing supply shock. Although market confidence and fundamentals have both contributed, our scenario analysis dr...

Global FX: Payrolls postmortem, ECB/ BoC watch, euro roundup

June 05, 2026 12:20pm 16 min

Meera Chandan, Patrick Locke and James Nelligan unpack the latest payrolls report, emphasizing U.S. exceptionalism, and preview the upcoming central bank meetings.   This podcast was recorded on 05 June 2026. This commu...

Global Rates: ECB, cross-market views and UK politics update

June 05, 2026 12:05pm 9 min

In this podcast Francis Diamond, Khagendra Gupta and Aditya Chordia discuss the upcoming ECB meeting and implications for Euro area rate markets, cross-market themes and provide an update on UK politics and the gilt mark...

Global Commodities: Can the world live with 9% less oil?

May 29, 2026 12:48pm 11 min

We spent last week in China, and the most striking takeaway from our meetings was not simply that oil demand has fallen, it was that it did so abruptly, unexpectedly, and with remarkably little visible disruption. In thi...

Global FX: Bearish EUR factors intensify, USD decouples from real rates, and an update on low FX vols

May 29, 2026 11:28am 16 min

This week, our Global FX Strategists, Patrick Locke, Meera Chandan, Arindam Sandilya and Ladislav Jankovic look at the dollar’s undershoot vs real rates, the accumulation of bearish forces challenging EUR, developments a...

EM Fixed Income: EM resilience amid renewed USD strength and idiosyncratic pitfalls

May 28, 2026 12:34pm 22 min

Anezka Christovova, Ben Ramsey and Nishant Poojary discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 28th May 2026. © 2026 JPMorgan Chase & Co. Al...

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