Making Sense

Head of Markets DLT, Scott Lucas, discusses the potential of blockchain technology in improving market liquidity and settlement efficiency. Topics include challenges in transitioning to a more liquid market, T plus one settlement for securities, solutions for FX market challenges, and the role of blockchain in enhancing liquidity access.

Explore China's economic outlook for 2024, including challenges in the housing market and predictions for inflation trends. Dive into China's shift to high-quality growth and its global implications, as well as the evolving role in global supply chains and how multinational companies are adapting to market dynamics.

Discussion on key themes driving global markets in 2024 like U.S. dominance, geopolitics, globalization, technology, and climate action. Insights on market dynamics, inflation risks, and impact of U.S. presidential election on global geopolitics. Exploring the rise of AI technology in strategic competition and ethical considerations. Strategic portfolio building with focus on sector allocation and global economic trends for optimal diversification.

Eloise Gouda from JPMorgan, Drew, and John discuss US equities, market rally factors, Fed policy, and tech earnings. They analyze market volatility, sector rotation, market risks, and sector positioning. The conversation delves into the impact of CPI print, S&P 500 buying trends, and key catalysts for the market. Closing remarks thank listeners and provide feedback info.

Ahead of J.P. Morgan’s Global High Yield & Leveraged Finance conference, Brian Tramontozzi, Head of North American Leveraged Finance Capital Markets, hosts Brian Rubin, Head of U.S. Fixed Income Trading at T. Rowe Price, and Michael Schechter, Partner and Head of Credit Trading at Ares Management. They discuss the current activity in the debt capital markets and potential factors that could impact the positive momentum.   This episode was recoded on February 5, 2024. This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity. © 2024 JPMorgan Chase & Company. All rights reserved.

Exploring the factors shaping execution strategies, advancements in e-Trading, challenges of cultural change, and the future of electronic trading and market structure.

Analyzing the surprising payroll and wage gains in the January jobs report, discussing implications for inflation and interest rates, as well as projections for the labor market and Federal Reserve's policy.

Anna Stupnytska, Global Macro Economist at Fidelity International, discusses the impact of climate change on growth, inflation, and interest rates. She explores the trade-off between transition and physical risks, the implications for asset prices and strategic asset allocation, and distinguishing 'signal from noise' in ESG data.

Natasha Kaneva, Head of Global Commodities Strategy, and Gregory Shearer, Head of Base and Precious Metals Strategy, discuss the bullish outlook for gold and silver in 2024, fueled by rate cuts and decreasing US 10-year real yields. They also explore the potential upside for silver prices and the relationship between precious metals and other commodity markets, emphasizing commodities as a preferred option for hedging inflation.

Join this roundtable discussion with Daniel Rudnicki Schlumberger, Head of Leveraged Finance EMEA, Ben Thompson, Head of EMEA Leveraged Finance Capital Markets, and Natalie Netter, Head of EMEA Leveraged Finance Syndicate. Gain insights into factors shaping leveraged finance markets in Europe, from technical drivers and refinancing activities to M&A transactions and the broader market conditions.