Fabio Bassi
Head of Cross-Asset Strategy at J.P. Morgan, synthesizing macro, monetary policy and AI themes to present cross-asset scenarios and risks for investors.
Best podcasts with Fabio Bassi
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25 snips
Jun 30, 2025 • 47min
Uncertainty reigns: The market outlook at mid-year
Fabio Bassi, Head of Cross-Asset Strategy at J.P. Morgan, and Jay Barry, Head of Global Rates Strategy, delve into the current economic landscape. They discuss the enduring uncertainties shaping the market, including trade tensions and fiscal policies. The impact of rising U.S. tariffs on global growth and inflation is analyzed, alongside the resilience of corporate markets. Additionally, they explore the outlook for emerging markets amid geopolitical risks and the stabilization of oil prices, highlighting investor opportunities and challenges for the second half of 2025.
Dec 18, 2025 • 42min
2026 outlook: What’s next for markets and the global economy?
Join Bruce Kasman, Chief Global Economist at J.P. Morgan, Mislav Matejka, Head of Global Equity Strategy, and other experts as they dissect the 2026 market outlook. They discuss the impact of uneven monetary policy and the AI cycle on economies. Kasman highlights sticky inflation trends, while Matejka predicts significant equity gains driven by AI. Stephen Dulake addresses credit market dynamics amidst technological shifts, and Natasha Kaneva shares insights on bearish oil forecasts and bullish gold predictions.
