“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
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
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