“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
Tuesday Jan 10, 2023
Tuesday Jan 10, 2023
In this episode, the DA&A Group focus on US markets, discussing the macro landscape, economic expectations around recessionary risks, and inflation implications. They also discuss what positioning and flows suggest for markets and sectors, looking at positioning across the Prime book (i.e. from Hedge Fund clients) as well as investor types such as Retail, CTAs, and in ETFs. This episode features John Schlegel, head of Positioning Intelligence and Andrew Tyler, head of US Market Intelligence.
This episode was recorded on January 9, 2023.
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”), 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 and 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: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer
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