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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.
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“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.
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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Strategist for the Americas at J.P. Morgan Asset Management, as they sit down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics, and their investment implications, helping to inform the building of stronger long-term investment plans.
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Become an EMPOWERED INVESTOR. Survive and thrive in today's economy! With over 2,000 episodes in this Monday, Wednesday, Friday podcast, business and investment expert Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door ...
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Are conditions favorable for an IPO market boom?
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21:38
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How has the IPO market fared in the first half of 2025? Join Keith Canton, head of Americas Equity Capital Markets, Guarav Maria, head of U.S. Equity-Linked Capital Markets and Laurel Zhang from the Equity-Linked Capital Markets desk as they explore the dynamics shaping the IPO landscape. The trio discusses the impact of tariffs, geopolitical tensi…
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Global Commodities: Are oil prices $10 too low or $20 too high?
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10:08
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Global oil inventories are visibly increasing, yet prices have remained surprisingly stable, with market opinion divided on whether current oil prices are too low or too high. We anticipate prices to stay within current ranges before easing into the high $50s by year-end. The global oil surplus has widened to 2.2 mbd, likely necessitating a price a…
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Global FX: Talking through the tariff rulings, payrolls and fiscal threads
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Meera Chandan and Patrick Locke discuss the latest CIT ruling on tariffs, expectations for the upcoming payrolls report and the recent fiscal-driven rates moves with implications for the broad dollar and FX markets. Speakers: Meera Chandan, Global FX Strategy Patrick Locke, Global FX Strategy This podcast was recorded on 30 May 2025. This communica…
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Global Rates: ECB preview and long end curve thoughts
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In this podcast Francis Diamond and Khagendra Gupta discuss their thoughts on Euro area rate markets ahead of the June ECB meeting and also discuss thoughts on the long end of EUR and GBP curves. Speakers: Francis Diamond, Head of European Rates Strategy Khagendra Gupta, European Rates Strategist This podcast was recorded on 30 May 2025. This commu…
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2310 FBF: Creation vs. Evolution with Dr. Geoffrey Simmons of the Discovery Institute Center for Science & Culture
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This Flashback Friday is from episode 210 published last April 24, 2011. Jason talks with Dr. Geoffrey Simmons, a physician who is Board-certified in Internal Medicine and Disaster Medicine. He has a B.S. in Zoology and has completed the course work for a Masters degree in Microbiology. Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/Jaso…
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Back to basis: Why the Treasury basis trade is in focus
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Why is there so much focus on the U.S. Treasury cash-futures basis trade? Kate Finlayson, global head of FICC Market Structure and Liquidity Strategy, breaks it down with Brian Fitzsimmons, head of North America Rates Securities Trading, and John Schwartz, global head of Sovereign Financing Trading. They discuss the intricacies of the basis trade, …
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EM Fixed Income Focus: Even the uncertainty has uncertainty
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21:33
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Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 30 May 2025. This communication is provided for information purposes only. For more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & …
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From Europe to Asia: Trends in alternative investments
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Watch the video version on YouTube. Over the last two decades, the alternative investment industry has undergone significant changes globally as investors at all levels increasingly seek the unique returns and diversification benefits these assets offer within their portfolios. With the growing popularity of alternative investments, there's an incr…
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2309: Strong Rental Market Demand, The Age of Bitcoin and the Coming Ai Disruptions with Mark Moss
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Jason provides insights into the current real estate market conditions and investment opportunities, particularly noting trends in rental rates and the potential for note investments. Jason examines the impact of economic uncertainty on rental trends and predicts future pressures on rental prices due to increased demand and institutional investor i…
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Navigating the bank loan market: Trends, volumes and strategies
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16:50
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Join Amaury Guzman from the Leveraged Finance team as he chats with Patrick Griffin, head of Pro-Rata Debt Capital Markets, about the bank loan market. How does it differ from other institutional credit markets, and what has been the impact of recent macro events? Plus, how can CFOs and treasurers looking to raise capital through this channel maxim…
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Global FX & Global Rates: Term premia rising: implications for rates and FX
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26:43
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JPM Strategists Meera Chandan and Jay Barry discuss rising term premium across DM government bond markets, the passage of the House tax bill, rising tariff risks, and what this means for rates and FX markets. Speakers: Meera Chandan, Global FX Strategy Jay Barry, Head of Global Rates Strategy This podcast was recorded on May 23, 2025. This communic…
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2308 FBF: Crash of the Titans: Greed, Hubris and The Fall of Merrill Lynch and the Near Collapse of Bank of America with Author Greg Farrell
56:43
56:43
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This Flashback Friday is from episode 257 published last May 1, 2012. Jason Hartman is joined on this episode by Greg Farrell, author of Crash of the Titans: Greed, Hubris, The Fall of Merrill Lynch, and the Near Collapse of Bank of America, for a discussion of the economic crash and the resulting bailouts, as well as some of the inside dealings wi…
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Trading Insights: All about alternative data
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23:37
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Analyzing alternative data can be complex and challenging – but it can also be highly rewarding. In this episode, Mark Fleming-Williams, head of Data Sourcing at CFM and creator of “The Alternative Data Podcast,” speaks with Eloise Goulder, head of the Data Assets & Alpha Group at J.P. Morgan. They discuss the value of alt data, how the viability o…
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Global Rates: Scandinavian interest rate update
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12:38
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In this podcast Khagendra Gupta and Frida Infante discuss recent developments in Scandinavian interest rate markets and important drivers looking ahead. Speakers Khagendra Gupta, European Rates Strategist Frida Infante, Rates Strategy This podcast was recorded on 23 May 2025. This communication is provided for information purposes only. Institution…
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US Rates: SLR reform: Helpful, but not a panacea
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13:25
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Speakers: Ipek Ozil, Head of U.S. Interest Rate Derivatives Strategy Teresa Ho, Head of U.S. Short Duration Strategy Ipek Ozil and Teresa Ho discuss the potential SLR reform, its implementation timeline, and its potential impact on the rates markets. This podcast was recorded on 21 May 2025. This communication is provided for information purposes o…
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2307: No Monthly Payments: Your Guide to Home Equity Agreements (HEA)
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39:45
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Jason introduces Home Equity Investments (HEI), a growing industry where companies buy a portion of homeowners' equity, awaiting a future liquidity event like a sale or refinance, without requiring monthly payments. Hartman views this as a significant indicator of institutional investors' bullish outlook on residential real estate, similar to "buil…
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Opportunities and headwinds for financial sponsors in 2025
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23:24
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John Burns, head of J.P. Morgan's Mid-Cap Financial Sponsors Group, hosts guests Adam Schwarzschild, co-head of North America Financial Sponsors Group, and Ray Raimondi, head of North America Strategic Investor Group M&A, to discuss the evolving role of financial sponsors in the current economic environment. Discover how recent market changes and t…
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Global Rates: Analysing Eurex and US futures roll
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12:39
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Speakers: Khagendra Gupta, European Rates Strategist Ipek Ozil, US Rates Strategy In this podcast Khagendra Gupta and Ipek Ozil discuss the drivers of US and Eurex futures roll and their outlook for Jun25/Sep25 bond futures rollover. This podcast was recorded on 19 May 2025. This communication is provided for information purposes only. Institutiona…
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This week, Global FX Strategists Patrick Locke & James Nelligan discuss the FX implications across tariff de-escalation, US fiscal developments, data surprises and central bank meeting risk. Speakers: Patrick Locke, Global FX Strategy James Nelligan, Global FX Strategy This podcast was recorded on 16 May 2025. This communication is provided for inf…
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2306 FBF: Free Markets vs Big Government with Steve Forbes Editor-in-Chief of Forbes Media and Author of ‘Freedom Manifesto’
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This Flashback Friday is from episode 302, published last February 25, 2013. Jason Hartman is joined on this episode by Steve Forbes, the editor in chief of Forbes Media, to propose and attempt to answer the question: Why does government get bigger and bigger when we know it doesn’t work well? Mr. Forbes states that history proves free markets work…
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Global Commodities: Base metals are back from the brink but not fully in the clear
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A better-than-expected US-China trade reprieve and reduced recession probabilities has diminished the downside tail risks to both base metals demand and prices. While prices could continue to run higher in the near-term amid a further extension of Chinese demand front-loading following the 90-day tariff reprieve, we are cautious of the longevity of…
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Humanoid robotics: A deep dive into automation’s next frontier
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11:16
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Humanoid robots, AI-powered machines resembling humans, are poised to transform automation by addressing labor shortages and revolutionize sectors such as manufacturing and healthcare. How soon can we expect to see these advancements and what is the investment outlook? Join Kelly Wen, head of Hong Kong and China Equity sales and Karen Li, head of H…
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EM Fixed Income Focus: Trading the trade war ceasefire
15:25
15:25
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Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class. Speakers: Jonny Goulden, Head of EM Fixed Income Strategy Saad Siddiqui, Emerging Markets Strategist This podcast was recorded on 15 May 2025. This communication is provided for information purposes only. Institutional clien…
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Watch the video version on YouTube. In the ever-evolving landscape of fixed income markets, investors are faced with increased policy uncertainty and interest rate volatility. The Federal Reserve finds itself caught between signs of slowing economic momentum and the unpredictable impacts of tariffs. This environment has intensified concerns over fo…
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Fixed Income: The US-China Détente: Implications for Asia
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27:58
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What are the near-term macro implications for China from the temporary tariff roll-back in Geneva? Can the truce become permanent? What are the spillover effects to the rest of the region? Are the Japan and Korea trade deals imminent? Are currency accords part of these deals? Will the BoJ continue normalizing sooner than October? Sajjid Chinoy, Hai…
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2305: The US Economic Ponzi Scheme: Avoiding Collapse and the Path to Stability with Les Rubin
30:15
30:15
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Today Jason covers a few key real estate investing strategies. He emphasizes the importance of leveraging properties with high loan balances for inflation-induced debt destruction and better insurance claim handling. He advises against paying off mortgages, highlighting tax benefits and the "refi till you die" plan. He introduces the concept of a "…
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Tariffs and trade tensions: How can companies manage the fallout?
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“Trade is like water — it will flow through whatever is the path of least resistance.” Tariffs are reshaping international trade by disrupting supply chains and impacting business sentiment. How can companies manage the associated risks, both now and in the longer term? In this episode, senior global economist Nora Szentivanyi and Natasha Condon, g…
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US Rates strategists Phoebe White, Teresa Ho, and Ipek Ozil discuss their takeaways from this week's Fed meeting and tariff announcements. With a deterioration in labor market data still likely to drive Fed easing later this year, Treasury yields are expected to fall over coming months. Meanwhile, funding markets remain healthy, and stability has r…
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