474 Episoade

  1. Global Commodities: 2025 Outlook: bullish on gold for third year; supply-constrained base metals offer better value than oversupplied oil

    Publicat: 06.12.2024
  2. Global FX: Central banks back in focus for FX next week

    Publicat: 06.12.2024
  3. US Rates Strategy: 2025 US Rates Outlook

    Publicat: 04.12.2024
  4. Global FX, Rates & Economics: Scandi Year Ahead Outlook

    Publicat: 27.11.2024
  5. Global FX Volatility Outlook 2025

    Publicat: 27.11.2024
  6. EM Fixed Income: Emerging Markets Outlook & Strategy for 2025

    Publicat: 27.11.2024
  7. Global FX Macro Outlook: The buck doesn’t stop here

    Publicat: 27.11.2024
  8. Global Rates: European rates 2025 outlook

    Publicat: 27.11.2024
  9. Global Commodities: Oil Outlook 2025/2026: Promises made, promises kept

    Publicat: 22.11.2024
  10. EM as an Asset Class 2024

    Publicat: 19.11.2024
  11. US Rates Strategy: Core CPI inflation holds above 3%, but where is the love for TIPS?

    Publicat: 16.11.2024
  12. Global Commodities: European Natural Gas: Weather and supply-side risks tighten their grip on price

    Publicat: 15.11.2024
  13. Global FX: Are trade risks already priced into currencies?

    Publicat: 15.11.2024
  14. At Any Rate: Treasury futures quarterly roll

    Publicat: 12.11.2024
  15. Global FX: “Nobody has what we have”

    Publicat: 08.11.2024
  16. Global Rates: A busy week for European rate markets

    Publicat: 08.11.2024
  17. Global Commodities: What’s next for metals after a Trump election victory?

    Publicat: 08.11.2024
  18. EM Fixed Income: US Election First Reactions

    Publicat: 08.11.2024
  19. Global FX: Surveying the FX landscape ahead of the US election

    Publicat: 01.11.2024
  20. Global Commodities: 2024 US Election Watch—Cutting Through the Noise

    Publicat: 01.11.2024

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Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

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