![Making Sense](https://pbcdn1.podbean.com/imglogo/image-logo/4665031/Making_Sense_Cover_1400x1400_tt5r97.jpg)
“Making Sense,” the podcast channel from J.P. Morgan’s Commercial & Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy. Subscribe now for insights that will help you navigate the world we live in.
Episodes
![What’s the Outlook for Markets and the Economy in Post-Election India?](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog4665031/Research_Recap_8dqpit_300x300.jpg)
19 hours ago
19 hours ago
How will the election results and a new coalition government shape the outlook for economic policy and financial markets in India? Join Jahangir Aziz, Head of Emerging Markets Economic Research and Sajjid Chinoy, Chief India Economist as they unpack what’s next for the Indian economy, corporate profits, financial markets and more.
This episode was recorded on July 16, 2024.
This communication is provided for information purposes only. Please read J.P. Morgan research reports related to it’s contents for more information including important disclosures. Copyright 2024 JP Morgan Chase & Co. All rights reserved.
![Rowing to Success at J.P. Morgan](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog4665031/WTD_76xayf_300x300.jpg)
2 days ago
Rowing to Success at J.P. Morgan
2 days ago
2 days ago
In this special episode, host David Rawlings catches up with J.P. Morgan employees who have made the leap from world champions to global finance. Mohamed Sbihi and Jessica Eddie discuss their professional athletic careers, the challenges of transitioning to a new industry, and the transferable skills and support systems that have facilitated their journey to J.P. Morgan.
This episode was recorded on July 8, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
![The Market Outlook at Mid-Year: A Long Road to Normal](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog4665031/Research_Recap_8dqpit_300x300.jpg)
Friday Jul 19, 2024
The Market Outlook at Mid-Year: A Long Road to Normal
Friday Jul 19, 2024
Friday Jul 19, 2024
Join J.P. Morgan’s Research analysts as they explore what lies ahead for markets in the second half of 2024. Will stock market concentration continue? What's the forecast for U.S. and international rates? And will commodity prices go up?
00:33 – Global growth with Bruce Kasman, Chief Global Economist
4:42 – Equities with Mislav Matejka, Head of Global Equity Strategy
7:40 – Currencies with Meera Chandan, Co-Head of Global FX Strategy
10:22 – U.S. rates with Jay Barry, Co-Head of U.S. Rates Strategy
13:42 – International rates with Fabio Bassi, Head of International Rates Strategy
16:58 – Commodities with Natasha Kaneva, Head of Global Commodities Strategy
19:55 – Credit markets with Stephen Dulake, Global Head of Credit, Securitized Products and Public Finance Research
24:56 – Emerging Markets with Luis Oganes, Head of Global Macro Research
28:04 – Cross-asset strategy with Tom Salopek, Head of Global Cross-Asset Strategy
![How Is Innovation Reshaping the Future of Healthcare?](https://pbcdn1.podbean.com/imglogo/ep-logo/pbblog4665031/WTD_76xayf_300x300.jpg)
Thursday Jul 18, 2024
How Is Innovation Reshaping the Future of Healthcare?
Thursday Jul 18, 2024
Thursday Jul 18, 2024
Join host Dania Chehab from EMEA Healthcare Investment Banking team and Mike Gaito, Global Head of Healthcare Investment Banking, as they recap J.P. Morgan's second European Healthcare Symposium. Discover how innovation is revolutionizing healthcare, from biotech and med tech advancements to the impact of AI and machine learning. See how financing trends across capital markets and M&A are driving innovation and shaping the future of healthcare.
This episode was recorded on July 9, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
![What’s The Deal? | Are Animal Spirits Driving M&A in the UK and EMEA?](https://pbcdn1.podbean.com/imglogo/image-logo/4665031/Making_Sense_Cover_1400x1400_tt5r97_300x300.jpg)
Tuesday Jul 16, 2024
What’s The Deal? | Are Animal Spirits Driving M&A in the UK and EMEA?
Tuesday Jul 16, 2024
Tuesday Jul 16, 2024
Host Evan Junek is joined by James Robinson, Head of UK and Ireland M&A, and Dwayne Lysaght, Head of EMEA M&A, to unpack the revitalization of the M&A market in the UK and EMEA. From increased overall confidence to global strategic deals, financial sponsors' opportunities and cross-border trends, get an in-depth look at what’s driving the market forward.
This episode was recorded on June 28, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
![What’s The Deal? | Powering Growth through Partnership: Mid-Cap Investment Banking & Financial Sponsors](https://pbcdn1.podbean.com/imglogo/image-logo/4665031/Making_Sense_Cover_1400x1400_tt5r97_300x300.jpg)
Friday Jul 12, 2024
Friday Jul 12, 2024
In this episode, host John Richert, Head of J.P. Morgan’s Mid-Cap Investment Banking Team, discusses current and future state of mid-cap finance with John Burns, Head of J.P. Morgan’s Mid-Cap Financial Sponsors Group. Their insightful conversation highlights the strength of their partnership and explores mid-cap trends in financing, M&A and sponsor-backed transactions.
This episode was recorded on June 12, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
![Market Matters | Data Assets & Alpha Group: US Equities at All-Time Highs](https://pbcdn1.podbean.com/imglogo/image-logo/4665031/Making_Sense_Cover_1400x1400_tt5r97_300x300.jpg)
Wednesday Jul 10, 2024
Market Matters | Data Assets & Alpha Group: US Equities at All-Time Highs
Wednesday Jul 10, 2024
Wednesday Jul 10, 2024
In this episode, the group discuss risk / reward for US equities following a further leg higher and S&P500 hitting fresh all time highs (ATHs). They discuss fundamental drivers of the rally, market leadership, and the extent to which investor positioning has risen. They also discuss risk / reward for equities as we head into Q2 earnings season, and sectors where the fundamental and positioning backdrop are looking more compelling. Andrew Tyler, Head of US Market Intelligence, and John Schlegel, Head of Global Positioning Intelligence, are in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.
This episode was recorded on July 9, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
![Research Recap | Does the June Jobs Report Indicate a Soft Landing?](https://pbcdn1.podbean.com/imglogo/image-logo/4665031/Making_Sense_Cover_1400x1400_tt5r97_300x300.jpg)
Monday Jul 08, 2024
Research Recap | Does the June Jobs Report Indicate a Soft Landing?
Monday Jul 08, 2024
Monday Jul 08, 2024
Nonfarm payrolls increased by 206,000 in June — broadly in line with expectations — while the unemployment rate ticked up to 4.1%. Does this spell good news for the Fed? Join Mike Feroli, Chief U.S. Economist, and Phoebe White, Head of U.S. Inflation Strategy, as they discuss the implications for rate cuts, the health of the consumer, corporate balance sheets and more.
This episode was recorded on July 8, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to it’s contents for more information including important disclosures. Copyright 2024 JP Morgan Chase & Co. All rights reserved.
![What’s The Deal? | What’s Shaping the Capital Markets in 2024?](https://pbcdn1.podbean.com/imglogo/image-logo/4665031/Making_Sense_Cover_1400x1400_tt5r97_300x300.jpg)
Monday Jul 08, 2024
What’s The Deal? | What’s Shaping the Capital Markets in 2024?
Monday Jul 08, 2024
Monday Jul 08, 2024
Join host Amaury Guzman and Kevin Foley, Global Head of Capital Markets, as they dive into the current state of global capital markets. Explore economic dynamics, IPO activity, M&A green shoots and private credit trends. Gain insights into how CEOs are navigating economic uncertainties and what lies ahead for the second half of 2024 and beyond.
This episode was recorded on June 28, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
![Market Matters | Data Assets & Alpha Group: The Evolution of FICC Markets](https://pbcdn1.podbean.com/imglogo/image-logo/4665031/Making_Sense_Cover_1400x1400_tt5r97_300x300.jpg)
Friday Jul 05, 2024
Market Matters | Data Assets & Alpha Group: The Evolution of FICC Markets
Friday Jul 05, 2024
Friday Jul 05, 2024
In this episode, we hear from Kate Finlayson, Head of FICC Market Structure & Liquidity Strategy at J. P. Morgan. Kate discusses the complexities of FICC markets, how regulation and microstructural dynamics are shaping execution trends, and the likely path from here. Kate is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence
This episode was recorded on June 24, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.