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.

Latest episodes

In Focus: Critical Chemicals

October 6, 2026 · 18 min

In this podcast, Samantha Azzarello interviews Grant Harris and Steve Palacio on the subtle yet foundational nature of Critical Chemicals, their significance to the United States and China, and what cautionary lessons can be drawn from…
Global Commodities: The final 11%

October 2, 2026 · 11 min

Oil is flowing from the Middle East once again. Despite that, crude and refined products prices remain high, with diesel markets especially tight. In this episode, we discuss the Strait of Hormuz, but also copper and gold, where the…
Global FX: Spilled OATs, Payrolls, Risks to carry

October 2, 2026 · 19 min

Meera Chandan, Patrick Locke and James Nelligan unpack the FX spillover from OATs and potential hedges, as well as take-aways from the US payrolls report. This podcast was recorded on 02 October 2026. This communication is provided…
Global Rates: Mixed themes in European rates – Euro area sovereign spreads and France, seasonality in DM rates, cross-currency basis update and UK rate markets

October 2, 2026 · 17 min

In this podcast Francis Diamond, Aditya Chordia, Khagendra Gupta and Elisabetta Ferrara discuss recent dynamics in Euro area sovereign spreads and in particular France, seasonality in DM rate markets, cross-currency basis and UK rates…
Global Rates - Increasing risk of CTD switches in UST and Eurex futures

October 2, 2026 · 11 min

In this podcast Khagendra Gupta and Ipek Ozil discuss increasing risk of CTD switches in UST and Eurex futures and their implications on hedging needs. Speakers: Khagendra Gupta, European Rates Strategy Ipek Ozil, Head of U.S…
Global FX: US diesel ban, dollar view, G10 central banks

September 25, 2026 · 20 min

Meera Chandan, Anezka Christovova, Pat Locke and Octavia Popescu unpack FX implications of a potential US diesel ban, the dollar view, and this week’s Scandi/ Swiss central banks. This podcast was recorded on 25 September 2026…
Global Rates: Thoughts on long end EUR curve, SSAs and the recent Riksbank and Norges Bank meetings

September 25, 2026 · 13 min

In this podcast Francis Diamond, Khagendra Gupta and Matteo Mamprin discuss recent dynamics at the long end of the Euro curve, their latest views on SSAs and the recent Riksbank and Norges Bank meetings. This podcast was recorded on 25…
Global Rates: DM inflation markets under higher real rates

September 24, 2026 · 25 min

In this podcast, Frida Infante and Harry Downie discuss the latest inflation data and breakeven markets across the euro area, the UK and the U.S. This podcast was recorded on 24 September 2026. This communication is provided for…