“Making Sense,” the podcast channel from J.P. Morgan’s Corporate & 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
Monday Mar 18, 2024
Research Recap | Is Demand For Electric Vehicles Slowing Down?
Monday Mar 18, 2024
Monday Mar 18, 2024
Electric vehicles have been getting mixed headlines of late, with consumer demand declining and auto firms cutting back on investments in this area. What’s prompting this slowdown, and what’s the outlook for the EV industry? Jose Asumendi, Head of European Auto Research, and Ryan Brinkman, Head of U.S. Autos and Auto Parts, share their insights.
This episode was recorded on March 8, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2024 JP Morgan Chase & Co. All rights reserved.
Thursday Mar 14, 2024
Thursday Mar 14, 2024
This episode dives into insights from J.P. Morgan’s Clean Tech Stars Conference, exploring opportunities and challenges in the clean tech sector. Host Rama Variankaval, Global Head of Corporate Advisory & Sustainable Solutions, chats with James Janoskey, Co-Head of Global Energy, Power, Renewables and Mining, and Chuka Umunna, Head of Sustainable Solutions & Green Economy Investment Banking in EMEA. They discuss the diverse ecosystem of green companies, evolving investor landscape, innovative financing, the role of public policy in driving green transition and more.
This episode was recorded on March 11, 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.
Tuesday Mar 12, 2024
Tuesday Mar 12, 2024
In this episode we hear from Helen Jewell, EMEA CIO of Fundamental Equities at BlackRock. Helen discusses the evolution of data in the fundamental discretionary stock picking process, how data can be best leveraged in the forecasting process, the relative importance of earnings estimates vs valuation techniques, and how the active equity investing space could evolve from here. Helen is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
Shownotes :
https://www.blackrock.com/uk/solutions/stock-market-quarterly-outlook
https://www.blackrock.com/uk/solutions/corporate-earnings-review
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.
Friday Mar 08, 2024
Research Recap | Some Signs of Cooling in the February Jobs Report
Friday Mar 08, 2024
Friday Mar 08, 2024
The labor market continues to display remarkable resilience, with 275,000 jobs added in February. However, the U.S. jobless rate hit a two-year high while wage gains slowed, suggesting that conditions might be starting to moderate. Which sectors drove the strength in hiring? Will growth step down in the second quarter? And are we still on track for a rate cut in June? Join Michael Feroli, Chief U.S. Economist, and Phoebe White, Head of U.S. Inflation Strategy, as they discuss the key takeaways from the February jobs report.
This episode was recorded on March 8, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2024 JP Morgan Chase & Co. All rights reserved.
Tuesday Mar 05, 2024
Tuesday Mar 05, 2024
Join Kevin Foley, Global Head of Debt Capital Markets and Tarek Hamid, Head of North American Corporate Credit Research, as they recap highlights from J.P. Morgan’s Global High Yield & Leveraged Finance Conference. Discover insights on the macro economy, M&A outlook, private credit trends and more as we look to navigate the debt capital markets in 2024.
This episode was recorded on March 1, 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.
Tuesday Feb 27, 2024
Tuesday Feb 27, 2024
In this episode we hear from Fulcrum’s Chief Research Officer Juan Antolin Diaz. Juan discusses the macroeconomic and advanced econometric approach to investing at Fulcrum, including the integration of both quant and discretionary techniques. He discusses the power of ‘Nowcasting’ to have a better understanding of the current economic backdrop, the benefits and challenges of dynamic asset allocation, the role of data in the investment process and how this has evolved over time, where AI techniques are proving beneficial, where academic research and rigour are additive to the investment process, and conclusions on market dynamics today. Juan is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
Shownotes:
https://www.fulcrumasset.com/global/en/
This episode was recorded on January 29, 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.
Monday Feb 26, 2024
Market Matters | FICC Market Structure: Blockchain’s Case for Liquidity
Monday Feb 26, 2024
Monday Feb 26, 2024
Is blockchain still a pipedream? In a world of increasing trading costs and capital constraints, could distributed ledger technology facilitate greater liquidity and efficient risk management? Can DLT realistically help address shortened settlement requirement requirements and cross-border funding challenges? Head of Markets DLT, Scott Lucas joins Kate Finlayson, Global Head of FICC Market Structure & Liquidity Strategy, to consider the changing market conditions and regulatory proposals driving more engagement in distributed ledger technology.
This episode was recorded on January 17, 2024.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. 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. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2024 JPMorgan Chase & Company. All rights reserved.
Friday Feb 23, 2024
Research Recap | China’s Economic Outlook and Policy Pathways for 2024
Friday Feb 23, 2024
Friday Feb 23, 2024
Dive into the intricacies of China's economic landscape with Joyce Chang, Chair of Global Research at J.P. Morgan, and Haibin Zhu, Chief China Economist and Head of Greater China Economic Research. In this insightful episode, they tackle the complexities of China's growth trajectory and the nuanced narratives between markets and policymakers. They also discuss the ongoing challenges that China is facing in housing market, the future of China's influence on the global economy, and much more.
This episode was recorded on February 15, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2024 JP Morgan Chase & Co. All rights reserved.
Tuesday Feb 20, 2024
Research Recap | Strategic Investment Themes for 2024
Tuesday Feb 20, 2024
Tuesday Feb 20, 2024
“It’s all about the U.S., for better or for worse.” What are the key themes driving global markets and economies in 2024 and beyond? Will geopolitics, globalization, technology, climate action and more continue to be shaped by U.S. dominance? And how will these factors impact strategic portfolios? Chair of Global Research Joyce Chang and Jan Loeys, who covers long-term strategy, share their insights.
This episode was recorded on February 8, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2024 JP Morgan Chase & Co. All rights reserved.
Friday Feb 16, 2024
Friday Feb 16, 2024
In this episode the group discuss risk / reward for US equities following an incredibly strong rally over the last 3 months. They discuss strength in recent macro and micro data, implications of the recent ‘hotter’ CPI, the positioning backdrop for US equities and sectors, and key catalysts to watch to shape the narrative from here. 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 discussion follows Making Sense podcast episodes released on:
- 9th January 2024 - Data Assets & Alpha Group: US Macro & Positioning Views - January 2024
- 16th November 2023 - Data Assets & Alpha Group: The Case For Further Near-Term US Upside
This episode was recorded on February 14, 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.