“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
3 days ago
3 days ago
In this episode, Fabio Bassi, head of Cross-Asset Strategy, hosts a comprehensive discussion with J.P. Morgan Research experts on the market and economic outlook for 2025. With a focus on inflation, geopolitical uncertainty and policy changes, the team provides insights into the expected trends in equities, currencies, commodities and more.
0:51 - Hussein Malik, head of Global Research
2:04 - Bruce Kasman, chief global economist
5:54 - Dubravko Lakos-Bujas, head of Global Market Strategy
10:36 - Jay Barry, head of Global Rates Strategy
15:53 - Meera Chandan, co-head of Global FX Strategy
21:11 - Stephen Dulake, co-head of Fundamental Research
24:57 - Luis Oganes, head of Global Macro Research
30:16 - Natasha Kaneva head of Global Commodities Strategy
34:57 - Fabio Bassi, head of Cross-Asset Strategy
This episode was recorded between November 29 - December 16, 2024.
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