474 Episoade

  1. Global Macro Research: Waiting on Words (and data)

    Publicat: 01.03.2024
  2. Global Rates - Euro area government bond demand update

    Publicat: 28.02.2024
  3. US Rates: Slowly but surely, pushing back the QT taper timeline

    Publicat: 26.02.2024
  4. Global FX: Give me a (range) break

    Publicat: 23.02.2024
  5. Global Commodities: Learnings from Earnings: One US gas producer steps up; European industrial demand starts its comeback

    Publicat: 23.02.2024
  6. US Rates: Breaking down the strong January inflation data

    Publicat: 16.02.2024
  7. Global Commodities: US Natural Gas – Max Pain

    Publicat: 16.02.2024
  8. Global FX: What gives?

    Publicat: 16.02.2024
  9. EM Fixed Income: No one said it would be easy

    Publicat: 15.02.2024
  10. US Rates: Valentine’s Day Special – Lots to Love in the Treasury Futures market

    Publicat: 14.02.2024
  11. EM Fixed Income: Emerging Markets Outlook & Strategy for February

    Publicat: 13.02.2024
  12. Global FX: Tariff risks and US exceptionalism support the Dollar

    Publicat: 09.02.2024
  13. Global Commodities: How to gain $10 in three months

    Publicat: 09.02.2024
  14. Global FX: After the storm

    Publicat: 02.02.2024
  15. EM Fixed Income: Trying to stay on the straight and narrow

    Publicat: 02.02.2024
  16. Global Commodities: Higher, with a little help from China

    Publicat: 02.02.2024
  17. Global FX and EM: Yield compression and the carry-value rotation

    Publicat: 30.01.2024
  18. Global Rates & Economics: BoE on hold with a dovish pivot

    Publicat: 29.01.2024
  19. US Rates: The calm before the (policy) storm

    Publicat: 27.01.2024
  20. Global FX: The dovish tide floods FX

    Publicat: 26.01.2024

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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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