At Any Rate
- Episodes
- 100
- Released
- daily
- Latest episode
- Nov 13, 2026
About the podcast
Analysts from J.P. Morgan Global Research take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.
Episodes 100
Global Rates: Front end EUR and UK rates, cross-market duration and intra-EMU spreads
In this podcast Francis Diamond, Khagendra Gupta and Aditya Chordia to discuss Euro money market pricing, duration and curve thoughts, intra-EMU spreads and UK rates post the November BoE meeting This podcast …
Show notes
In this podcast Francis Diamond, Khagendra Gupta and Aditya Chordia to discuss Euro money market pricing, duration and curve thoughts, intra-EMU spreads and UK rates post the November BoE meeting
This podcast was recorded on 13 November 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5532524-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
Copyright 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
Global Commodities: El Niño faces a dunkelflaute
Between El Niño and a dunkelflaute, which one wins? In this episode, we discuss how competing weather patterns affect natural gas, but also how gold and copper are reacting to the midterms and interest rate …
Show notes
Between El Niño and a dunkelflaute, which one wins? In this episode, we discuss how competing weather patterns affect natural gas, but also how gold and copper are reacting to the midterms and interest rate re-pricing.
Speakers:
Otar Dgebuadze, European Natural Gas
Greg Shearer, Head of Base and Precious Metals Strategy
This podcast was recorded on November 13, 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmm.com/research/content/GPS-5525293-0 and https://jpmm.com/research/content/GPS-5535673-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. Copyright 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
Global FX: unpacking CPI, euro bloc divergence, CNH resistance
Meera Chandan, Arindam Sandilya, Patrick Locke and James Nelligan unpack US CPI implications for the dollar and FX at large, divergences in the DM euro bloc, recent CNH developments and notable themes in FX …
Show notes
Meera Chandan, Arindam Sandilya, Patrick Locke and James Nelligan unpack US CPI implications for the dollar and FX at large, divergences in the DM euro bloc, recent CNH developments and notable themes in FX options.
This podcast was recorded on 13 November 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5540920-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
Copyright 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
EM Fixed Income: EM stays sturdy as the hawkish stars align
Anezka Christovova, Ben Ramsey and Gisela Brant discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 12 November 2026. This communication is …
Show notes
Anezka Christovova, Ben Ramsey and Gisela Brant discuss the latest market developments and their impacts for the EM fixed income asset class.
This podcast was recorded on 12 November 2026.
This communication is provided for information purposes only.
Copyright 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
US Rates: CPI - No Shelter from Our Inflationary Sins
In this podcast, Harry Downie and Abiel Reinhart discuss the latest US CPI print and implications for rates markets. Speakers: Abiel Reinhart, U.S. Economic Research Harry Downie, U.S. Rates Strategy This …
Show notes
In this podcast, Harry Downie and Abiel Reinhart discuss the latest US CPI print and implications for rates markets.
Speakers:
Abiel Reinhart, U.S. Economic Research
Harry Downie, U.S. Rates StrategyThis podcast was recorded on November 10, 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5535563-0 and https://www.jpmm.com/research/content/GPS-5535392-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. Copyright 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
US Rates: Climb a mountain and turn around
J.P. Morgan strategists discuss implications of last week’s FOMC meeting and this week’s Treasury Quarterly Refunding Announcement for interest rate markets. Speakers: Ipek Ozil, Head of US Interest Rate …
Show notes
J.P. Morgan strategists discuss implications of last week’s FOMC meeting and this week’s Treasury Quarterly Refunding Announcement for interest rate markets.
Speakers:
Ipek Ozil, Head of US Interest Rate Derivatives Strategy
Chris Hayward, US Interest Rate Derivatives Strategist
Mike Alexeev, US Interest Rate Derivatives Strategist
Emre Alptuna, US Interest Rate Derivatives StrategistThis podcast was recorded on November 6, 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmm.com/research/content/GPS-5516583-0, https://jpmm.com/research/content/GPS-5526440-0, and https://jpmm.com/research/content/GPS-5528651-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. Copyright 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
Global FX: USD debate corner post mid-terms, payrolls, BoE
This week, our Global FX Strategists Meera Chandan, Pat Locke & James Nelligan address post-midterm election implications for FX from policy and the spillover from equities. They also look at this week’s NFP …
Show notes
This week, our Global FX Strategists Meera Chandan, Pat Locke & James Nelligan address post-midterm election implications for FX from policy and the spillover from equities. They also look at this week’s NFP, and argue that risk market behavior should actually trump data near-term for USD. Finally, the strategists address the latest thinking around European FX following an active week of central bank decisions.
This podcast was recorded on 06 November 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5523626-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
Copyright 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
Global Commodities: A surplus of agri risks
This week has finally delivered the result of the Midterm elections, with energy markets repricing the risks in the Middle East. Risk premia have also eroded in agriculture, where many political and fundamental …
Show notes
This week has finally delivered the result of the Midterm elections, with energy markets repricing the risks in the Middle East. Risk premia have also eroded in agriculture, where many political and fundamental factors are active at once. In this episode, we discuss the risk profile for ags and our outlook for 2027.
Speaker:
Tracey Allen, Head of Agricultural Commodities
This podcast was recorded on November 6, 2026.
This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
Global Rates: Systematic trading of EUR rates gamma – a new model
In this podcast Khagendra Gupta and Marcus Mayfield discuss their new model to trade 6Mx10Y EUR rates gamma systematically. This podcast was recorded on 06 November 2026. This communication is provided for …
Show notes
In this podcast Khagendra Gupta and Marcus Mayfield discuss their new model to trade 6Mx10Y EUR rates gamma systematically.
This podcast was recorded on 06 November 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5523754-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
Copyright 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
US Rates: Between a rock and a hard place
Rates strategists Jay Barry and Amanda review the impact of the FOMC meeting on the US rates markets and preview the November refunding. Speakers Jay Barry, Head of Global Rates Strategy Amanda Berke, US Rates …
Show notes
Rates strategists Jay Barry and Amanda review the impact of the FOMC meeting on the US rates markets and preview the November refunding.
Speakers
Jay Barry, Head of Global Rates Strategy
Amanda Berke, US Rates StrategistThis podcast was recorded on October 30, 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5512604-0 and https://www.jpmm.com/research/content/GPS-5508728-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. Copyright 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
Global Commodities: Triple digit gas, again
While oil has stabilized, European natural gas has spiked to over 100 EUR/MWh for the first time since 2022, driven both by fundamentals and potential re-escalation in the Middle East. In this episode, we cover …
Show notes
While oil has stabilized, European natural gas has spiked to over 100 EUR/MWh for the first time since 2022, driven both by fundamentals and potential re-escalation in the Middle East. In this episode, we cover the news in energy markets and share feedback on metals from the flagship LME Week gathering.
Speakers:
Otar Dgebuadze, European Natural Gas
Greg Shearer, Head of Base and Precious Metals Strategy
This podcast was recorded on October 30, 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmm.com/research/content/GPS-5506931-0, https://jpmm.com/research/content/GPS-5510912-0, https://jpmm.com/research/content/GPS-5510625-0 and https://jpmm.com/research/content/GPS-5469783-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. Copyright 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
Global FX: US payrolls/midterms, EM elections, DM central banks
Meera Chandan, Patrick Locke, Anezka Christovova and James Nelligan review this week’s event risk including the Fed and BRL shock in the context of our market views, as well as previewing next week’s central …
Show notes
Meera Chandan, Patrick Locke, Anezka Christovova and James Nelligan review this week’s event risk including the Fed and BRL shock in the context of our market views, as well as previewing next week’s central bank meetings.
This podcast was recorded on 30 October 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5506987-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
Copyright 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
EM Fixed Income: A busy calendar of elections and CBs
Anezka Christovova, Ben Ramsey and Tania Escobedo Jacob discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 29 October 2026. This …
Show notes
Anezka Christovova, Ben Ramsey and Tania Escobedo Jacob discuss the latest market developments and their impacts for the EM fixed income asset class.
This podcast was recorded on 29 October 2026.
This communication is provided for information purposes only.
Copyright 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
Global Commodities: What is the price of oil?
What is the price of oil, really? While Brent crude is trading around $115, our pricing model based on market fundamentals suggests $94. How does this discrepancy arise? In this episode, we go through the …
Show notes
What is the price of oil, really? While Brent crude is trading around $115, our pricing model based on market fundamentals suggests $94. How does this discrepancy arise? In this episode, we go through the basics of crude oil prices, as well as discuss the effects created by geography and risk premia.
Speaker:
Natasha Kaneva, Head of Global Commodities
This podcast was recorded on October 23, 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmm.com/research/content/GPS-5469783-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. Copyright 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
Global FX: Uneasy calm
Arindam, Patrick and Octavia discuss the placidity of currency markets amid cross-asset risk-off jitters and the outlook for G3 FX ahead of key central bank meetings. This podcast was recorded on 23 October …
Show notes
Arindam, Patrick and Octavia discuss the placidity of currency markets amid cross-asset risk-off jitters and the outlook for G3 FX ahead of key central bank meetings.
This podcast was recorded on 23 October 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5499880-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
Copyright 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
Global Rates: French spreads in focus again into the October ECB meeting
In this podcast Francis Diamond and Aditya Chordia discuss the upcoming October ECB meeting as well as the recent further widening in French spreads this week. Speakers Francis Diamond, Head of European Rates …
Show notes
In this podcast Francis Diamond and Aditya Chordia discuss the upcoming October ECB meeting as well as the recent further widening in French spreads this week.
Speakers
Francis Diamond, Head of European Rates Strategy
Aditya Chordia, Rates StrategyThis podcast was recorded on 23 October 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5504446-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
Copyright 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
Global FX: GBP FX - UK Budget Preview
We preview the UK Budget in terms of risks around GBP FX, what the outlook is from here for sterling and a discussion on positioning. Speakers: James Nelligan Patrick Locke This podcast was recorded on 21 …
Show notes
We preview the UK Budget in terms of risks around GBP FX, what the outlook is from here for sterling and a discussion on positioning.
Speakers:
James Nelligan
Patrick Locke
This podcast was recorded on 21 October 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5497547-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
Copyright 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
EM Fixed Income: Swimming upstream after Bangkok
Anezka Christovova, Ben Ramsey and Michael Loh discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 22 October 2026. This communication is …
Show notes
Anezka Christovova, Ben Ramsey and Michael Loh discuss the latest market developments and their impacts for the EM fixed income asset class.
This podcast was recorded on 22 October 2026.
This communication is provided for information purposes only.
Copyright 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
Global Rates: DM inflation, from mixed bag to common thread
Frida Infante and Harry Downie discuss the latest moves in global inflation markets, where front-end pricing looks better supported after firmer inflation data and ongoing energy pressures. This podcast was …
Show notes
Frida Infante and Harry Downie discuss the latest moves in global inflation markets, where front-end pricing looks better supported after firmer inflation data and ongoing energy pressures.
This podcast was recorded on 22 October 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5461992-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
Copyright 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Without prior written consent from J.P. Morgan, it is prohibited to (A) use or share any material, commentary, information or other data received from J.P. Morgan or an authorized third-party ("J.P. Morgan Data") in any artificial intelligence ("AI") systems or models, or (B) use automated means, including robots, crawlers, web-scrapers or other automated tools or scripts, to access, collect, extract or harvest any J.P. Morgan Data, including scraping of user data, content, metadata, pricing information or other information.
Global FX: US policy watch, euro/ CEE bloc lagging, NOK and GBP resilience
This week, our Global FX Strategists Meera Chandan, Pat Locke, Anezka Christovova & James Nelligan discuss the implications for the dollar from the latest US data, including firmer inflation, as well as other …
Show notes
This week, our Global FX Strategists Meera Chandan, Pat Locke, Anezka Christovova & James Nelligan discuss the implications for the dollar from the latest US data, including firmer inflation, as well as other upcoming US policy developments. They also address the outlook for EM currencies amid a more uncertain growth backdrop, against still-constructive views across CHF, GBP & NOK in G10.
Speakers
Meera Chandan, Global FX Strategy
Patrick Locke, Global FX Strategy
Anezka Christovova, Head of EMEA EM Local Markets Strategy
James Nelligan, Global FX StrategyThis podcast was recorded on 16 October 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5491590-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
© 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
Global Commodities: It costs a lot
The situation in the Strait of Hormuz is not exclusively affecting the energy side of commodity markets. Namely, agricultural commodities are becoming a point of convergence for high freight rates, fuel costs …
Show notes
The situation in the Strait of Hormuz is not exclusively affecting the energy side of commodity markets. Namely, agricultural commodities are becoming a point of convergence for high freight rates, fuel costs and disrupted logistics. Today, we run you through these cost effects, as well as update you on our base metals outlook in the run up to LME Week
Speakers:
Greg Shearer, Head of Base and Precious Metals Research
Tracey Allen, Head of Agricultural Commodities
This podcast was recorded on October 16, 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5484291-0, and https://www.jpmm.com/research/content/GPS-5471085-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
Global Rates: Sovereign spreads, euro area rate vol and UK rates into the Budget
In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss Euro area sovereign spreads, volatility and thoughts on UK rates into the budget. This podcast was recorded on 16 October 2026. This …
Show notes
In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss Euro area sovereign spreads, volatility and thoughts on UK rates into the budget.
This podcast was recorded on 16 October 2026.
This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-5479010-0, https://www.jpmm.com/research/content/GPS-5491059-0, https://www.jpmm.com/research/content/GPS-5488890-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
© 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
EM Fixed Income: Taking stock amid some market consolidation
Anezka Christovova, Ben Ramsey and Gisela Brant discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 16th October 2026. This communication …
Show notes
Anezka Christovova, Ben Ramsey and Gisela Brant discuss the latest market developments and their impacts for the EM fixed income asset class.
This podcast was recorded on 16th October 2026.
This communication is provided for information purposes only.
© 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
US Rates - US CPI & TIPS: On firmer footing
In this podcast, Harry Downie and Abiel Reinhart discuss the latest US CPI print and implications for rates markets Speakers: Abiel Reinhart - US Economic Research Harry Downie – US Rates Strategy This podcast …
Show notes
In this podcast, Harry Downie and Abiel Reinhart discuss the latest US CPI print and implications for rates markets
Speakers:
Abiel Reinhart - US Economic Research
Harry Downie – US Rates Strategy
This podcast was recorded on October 14, 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5489279-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
Global Commodities: Dancing in the Dark
Oil is flowing, and natural gas might be starting to follow suit. LNG tanker crossings have posted the busiest week since March, dragging Qatar’s estimated liquefaction capacity utilization to the highest level …
Show notes
Oil is flowing, and natural gas might be starting to follow suit. LNG tanker crossings have posted the busiest week since March, dragging Qatar’s estimated liquefaction capacity utilization to the highest level since the war began. But can this continue?
Speaker:
Otar Dgebuadze, European Natural Gas Research
This podcast was recorded on October 9, 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5475649-0, and https://www.jpmm.com/research/content/GPS-5477048-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
Global FX: Contemplating a rotation amongst funders; outlook for BRL
Our Global FX Strategists Pat Locke, Meera Chandan, Tania Escobedo & James Nelligan break down the biggest event of the week - Brazil’s first-round election - and the implications for BRL. They then discuss the …
Show notes
Our Global FX Strategists Pat Locke, Meera Chandan, Tania Escobedo & James Nelligan break down the biggest event of the week - Brazil’s first-round election - and the implications for BRL. They then discuss the outlook for EUR with European spreads at still-high levels, and what that means for a potential rotation amongst funding currencies in the G10 space.
This podcast was recorded on 09 October 2026.
This communication is provided for information purposes only. Institutional clients can view the related reports at
https://www.jpmm.com/research/content/GPS-5481538-0 and
https://www.jpmm.com/research/content/GPS-5475182-0
for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
© 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
EM Fixed Income: Enduring the heat, trying not to get burned
Anezka Christovova, Ben Ramsey and Michael Harrison discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 08 October 2026. This communication …
Show notes
Anezka Christovova, Ben Ramsey and Michael Harrison discuss the latest market developments and their impacts for the EM fixed income asset class.
This podcast was recorded on 08 October 2026.
This communication is provided for information purposes only.
© 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
In Focus: Critical Chemicals
In this podcast, Samantha Azzarello interviews Grant Harris and Steve Palacio on the subtle yet foundational nature of Critical Chemicals, their significance to the United States and China, and what cautionary …
Show notes
In this podcast, Samantha Azzarello interviews Grant Harris and Steve Palacio on the subtle yet foundational nature of Critical Chemicals, their significance to the United States and China, and what cautionary lessons can be drawn from them.
Speakers:
Grant Harris, Head of Industry & Policy Thematic Research
Steven Palacio, Senior Analyst, Industry & Policy Thematic Research
Samantha Azzarello, Head of Content Strategy
This podcast was recorded on October 1, 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5450128-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
Global Commodities: The final 11%
Oil is flowing from the Middle East once again. Despite that, crude and refined products prices remain high, with diesel markets especially tight. In this episode, we discuss the Strait of Hormuz, but also …
Show notes
Oil is flowing from the Middle East once again. Despite that, crude and refined products prices remain high, with diesel markets especially tight. In this episode, we discuss the Strait of Hormuz, but also copper and gold, where the backdrop of high diesel prices, rising real yields and El Niño has sparked discussions.
Speakers:
Natasha Kaneva, Head of Global Commodities Research
Greg Shearer, European Natural Gas
This podcast was recorded on October 2, 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5466002-0, ,and https://www.jpmm.com/research/content/GPS-5460463-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
Global FX: Spilled OATs, Payrolls, Risks to carry
Meera Chandan, Patrick Locke and James Nelligan unpack the FX spillover from OATs and potential hedges, as well as take-aways from the US payrolls report. This podcast was recorded on 02 October 2026. This …
Show notes
Meera Chandan, Patrick Locke and James Nelligan unpack the FX spillover from OATs and potential hedges, as well as take-aways from the US payrolls report.
This podcast was recorded on 02 October 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5469490-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
© 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
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