What lies ahead for markets in the second half of the year? In this episode of “Research Recap,” J.P. Morgan Research analysts take stock of what has happened so far in 2023 and explore the outlook for global growth, equities, rates, commodities, currencies and more.
00:35 – Global growth with Bruce Kasman, Chief Global Economist
05:08 – U.S. rates with Jay Barry, Co-Head of U.S. Rates Strategy
07:22 – International rates with Fabio Bassi, Head of International Rates Strategy
10:28 – Credit markets with Stephen Dulake, Global Head of Credit, Securitized Products and Public Finance Research
15:32 – Currencies with Meera Chandan, Co-Head of Global FX Strategy
18:38 – Commodities with Natasha Kaneva, Head of Global Commodities Strategy
22:22 – Emerging markets with Jonny Goulden, Head of EM Local Markets and Sovereign Debt Strategy
27:59 – Cross-asset strategy with Tom Salopek, Head of Global Cross-Asset Strategy
32:54 – Equities with Mislav Matejka, Head of Global Equity Strategy
This episode was recorded on June 14 - June 21, 2023.
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