Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class. Speakers: Jonny Goulden, Emerging Markets Strategist Saad Siddiqui, Emerging Markets Strategist This podcast was recorded on 26 September 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4804070-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

US Short Duration strategists Teresa Ho and PJ Vohra discuss the impressive growth of MMF AUMs this year and why the easing cycle is not going to immediately lead to outflows.  They also discuss MMF portfolio positioning and MMF reform. Speakers: Teresa Ho, Head, U.S. Short Duration Strategy Pankaj Vohra, U.S. Short Duration Strategy This podcast was recorded on 26 September 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4799375-0, https://www.jpmm.com/research/content/GPS-4803107-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

James Nelligan, a Global FX Strategist, joins Patrick Locke, who specializes in low-yielding currencies, and Junya Tanase, an expert in cyclical FX markets. They delve into the recent FX implications following a significant Fed rate cut. The trio discusses how U.S. and BoJ policies are shaping market expectations. Key insights include the challenges the dollar faces and the effects of central bank decisions in Europe on currency dynamics. Expect expert analysis on navigating the complexities of foreign exchange in a shifting economic landscape.

Following a 50bp interest rate cut by the Fed this week gold has risen to another new all time high above $2,600/oz. Strong physical demand from China and central banks supported gold prices over the past two years but investor flow, and retail-focused ETF builds in particular, continue to hold the key to a further sustained rally over the upcoming Fed cutting cycle.  Silver also looks compelling with investor length less subscribed than gold and industrial metals now regaining upwards momentum on stronger demand signals from China and macro tailwinds from the start of the Fed easing cycle.   Speaker: Gregory Shearer, Head of Base and Precious Metal Research   This podcast was recorded on 20, Sept. 2024 This communication is provided for information purposes only. Institutional clients can view the related report at  https://www.jpmm.com/research/content/GPS-4789980-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

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 20 September 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4799877-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Srini Ramaswamy and Ipek Ozil discuss their thoughts on US interest rate derivatives markets ahead of Wednesday’s FOMC meeting.   Speakers: Srini Ramaswamy, Co-Head, US Rates Strategy Ipek Ozil, Senior Derivative Strategist    This podcast was recorded on 9/16/24. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4792463-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

We discuss the FX market implications from the upcoming FOMC and other G10 central bank meetings. Speakers: Meera Chandan, Global FX Strategy  Patrick Locke, Global FX Strategy James Nelligan, Global FX Strategy This podcast was recorded on 13 September 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4792216-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Speakers: Tracey Allen, Head of Agricultural Research Agri commodity markets have been in short covering mode since early August after investors established an historic short seasonal position. Prices are now entering a period of strongly positive seasonality, while the fundamental outlook is trending increasingly constructive. Weather risks persist, and dry conditions are shaving yield potential off US crops, reducing European wheat production, threatening Brazil’s sugar output and raising concern for South American soybean planting delays. Meanwhile geopolitical premium is back on the table...just as the FAO Food Price Index had started to stabilize. This podcast was recorded on 13 Sept. 2024 . This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4792960-0,, https://www.jpmm.com/research/content/GPS-4793313-0, https://www.jpmm.com/research/content/GPS-4785154-0.pdf for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.      

Join John Sim, Head of Securitized Products Research, as he dives into the recent trends from the European High Yield Leveraged Finance conference. He discusses the August volatility and the cautious sentiments among investors. Sim elaborates on the $2.5 trillion hand credit market, its stable default rates, and the impact of macroeconomic conditions on credit markets. Insights on growth moderation, upcoming challenges, and the influence of home prices on mortgage markets provide a comprehensive picture of current financial landscapes.

Elisabetta Ferrara and Aditya Chordia discuss their views on the evolution of demand for Euro area government bonds, based on the analysis in their recently published update on Euro area government bonds demand.   This podcast was recorded on10 September 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4787964-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.