Episodit

  • US Rates – Everybody knows this is nowhere

    US Rates – Everybody knows this is nowhere

    · At Any Rate

    Rates strategists Jay Barry and Phoebe White discuss their latest views on the Treasury and TIPS market in the context of the January FOMC meeting minutes, debt management strategy commentary from Treasury Secretary Bessent, ongoing tariff headlines and rising survey-based inflation expectations.

    Speakers:Jay Barry, Head of Global Rates StrategyPhoebe White, Head of US Inflation Strategy

    This podcast was recorded on February 21, 2025.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4915577-0, https://www.jpmm.com/research/content/GPS-4916770-0, https://www.jpmm.com/research/content/GPS-4916846-0, https://www.jpmm.com/research/content/GPS-4917624-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

  • Global FX: Fed, not trade, is weighing on the dollar

    Global FX: Fed, not trade, is weighing on the dollar

    · At Any Rate

    Arindam Sandilya, Junya Tanase, and James Nelligan discuss the FX outlook amid cross-currents of wavering tariff risk premium in the USD, European peace optimism and sharp moves in the JPY.

    Speakers:Arindam Sandilya, Global FX StrategyJunya Tanase, Global FX StrategyJames Nelligan, Global FX Strategy

    This podcast was recorded on 21 February 2025.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4915483-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

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    Paina tästä ja päivitä feedi.

  • Global Commodities: The Trump doctrine: 2025 a pivotal year for Iran with likely minimal impact on production

    Global Commodities: The Trump doctrine: 2025 a pivotal year for Iran with likely minimal impact on production

    · At Any Rate

    The original JCPOA agreement is set to expire on October 18, 2025, raising the question of whether it makes sense to restore the JCPOA as it was envisioned in 2015 or to draft a new nuclear agreement, with both the US and Iran signaling willingness to negotiate. Economic transformation in the Gulf requires stability and GCC countries have engaged with Iran, reducing support for aggressive US policies. Rebounding US inflation may also influence policy priorities. We forecast Iranian crude production to remain flat at 3.1 mbd in 2025, unchanged from 2024 levels.

    Speaker:

    Natasha Kaneva, Head of Global Commodities Research

    This podcast was recorded on 21 February 2025.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4906782-0 or more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

  • Global Rates, EM & Economics: Q&A on European defence spending and Ukraine

    Global Rates, EM & Economics: Q&A on European defence spending and Ukraine

    · At Any Rate

    In this podcast Francis Diamond, Ravi Balakrishnan, Nicolaie Alexandru-Chidesciuc and Aditya Chordia discuss frequently asked client questions on increasing spending needs for defence and Ukraine reconstruction, European policy response options, various funding options on table, and the impact on sovereign issuance and markets.

    This podcast was recorded on 20 February 2025.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4915753-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

    © 2025 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.

  • Global FX, Commodities and EM: Implications of Russia-Ukraine cease-fire

    Global FX, Commodities and EM: Implications of Russia-Ukraine cease-fire

    · At Any Rate

    Natasha Kaneva, Meera Chandan and Anezka Christovova discuss the potential of recent developments on commodities and FX markets.

    This podcast was recorded on 14 February 2025.

    This communication is provided for information purposes only. Institutional clients can view the related reports at

    https://www.jpmm.com/research/content/GPS-4909040-0

    https://www.jpmm.com/research/content/GPS-4906783-0

    https://www.jpmm.com/research/content/GPS-4904380-0

    https://www.jpmm.com/research/content/GPS-4893759-0

    for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

    © 2025 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.

  • EM Fixed Income: Noise versus Signal

    EM Fixed Income: Noise versus Signal

    · At Any Rate

    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 13 February 2025.

    This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures.

    © 2025 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.

  • U.S. Rates - The March – June Treasury futures roll

    U.S. Rates - The March – June Treasury futures roll

    · At Any Rate

    Srini Ramaswamy and Ipek Ozil discuss the upcoming UST futures roll dynamics.

    Speakers:Srini Ramaswamy, Global Head of Rates Derivatives StrategyIpek Ozil, Senior Derivative Strategist

    This podcast was recorded on 12 February 2025.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4907777-0 GPS LINK for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

  • Global FX and US rates: Payrolls special

    Global FX and US rates: Payrolls special

    · At Any Rate

    Jay Barry and Meera Chandan discuss US payrolls and FX/ rates implications.

    Speakers:Meera Chandan, Global FX StrategyJay Barry, Fixed Income Strategy

    This podcast was recorded on 7 February 2025.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4901629-0, https://www.jpmm.com/research/content/GPS-4905400-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

  • Global Commodities: Global Natural Gas: Increased Russian pipeline gas to Europe?

    Global Commodities: Global Natural Gas: Increased Russian pipeline gas to Europe?

    · At Any Rate

    After the start of the week was dominated by headlines regarding US import tariffs to be imposed on China, Mexico, and Canada, the Trump Administration has seemingly moved on, turning its focus on policies pertaining to Iran and bringing the Russia/Ukraine war to an end. For the global gas market, a negotiated end to the Russia/Ukraine war has the potential for an increase in Russian pipeline gas to Europe. Timing and magnitude of those flows matter and would change the current supportive price regime for the TTF natural gas market, potentially narrowing the arb between global gas and US natural gas prices in the intermediate term even sooner. We will discuss how an increase of Russian pipeline flows to Europe could impact the global natural gas markets.

    Speaker:

    Shikha Chaturvedi, Head of Global Natural Gas Research

    This podcast was recorded on 7 February 2025.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4904380-0 or more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

  • U.S. Rates - DeepFreeze

    U.S. Rates - DeepFreeze

    · At Any Rate

    Srini Ramaswamy and Ipek Ozil discuss the latest developments in US rates markets.

    Speakers:Srini Ramaswamy, Global Head of Rates Derivatives StrategyIpek Ozil, Senior Derivative Strategist

    This podcast was recorded on 31 January 2025.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4896008-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

  • Global FX & Equities: Dollar/ equity linkages and the upcoming tariff announcement

    Global FX & Equities: Dollar/ equity linkages and the upcoming tariff announcement

    · At Any Rate

    We discuss the outlook for US equity exceptionalism, it’s read-through for the dollar and the upcoming February 1st tariff announcements.

    SpeakersMeera Chandan, Global FX StrategyPrabhav Bhadani, Equity StrategyArindam Sandilya, Global FX StrategyPatrick Locke, Global FX Strategy

    This podcast was recorded on Jan 31, 2025.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4898169-0, https://www.jpmm.com/research/content/GPS-4897023-0, and https://www.jpmm.com/research/content/GPS-4896096-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

  • Global Commodities: $45 is the new $55

    Global Commodities: $45 is the new $55

    · At Any Rate

    President Trump wants lower energy prices and higher oil and gas production and exports—objectives that seem irreconcilable, given the relatively high cost of producing oil from US shale formations. We estimate that US energy companies need WTI crude prices of $55/bbl and natural gas at $3.50/MMBtu for drilling to be profitable, with $75 and $3.75 required to significantly increase drilling. However, reducing royalties and taxes, easing methane regulations, and streamlining federal drilling permits could lower breakeven costs by $10/bbl for oil and $0.60/MMBtu for gas. On a production-weighted average basis, this would reduce the breakeven point for US oil production from $55 to $45. Ultimately, the impact of these lower costs on US oil production depends on the decisions of the 275 independent companies in the upstream shale sector.

    Speaker:

    Natasha Kaneva, Head of Global Commodities Research

    This podcast was recorded on 31 January 2025.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4895361-0 and for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

  • EM Fixed Income Focus: Tech ‘n’ Tariffs

    EM Fixed Income Focus: Tech ‘n’ Tariffs

    · At Any Rate

    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 31 January 2025.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4898059-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

    © 2025 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 Rates -Trade policy, the Fed, and implications for rates markets

    US Rates -Trade policy, the Fed, and implications for rates markets

    · At Any Rate

    Phoebe White, Head of US Inflation Strategy, and Michael Hanson, senior US economist, discuss their latest thoughts on US trade policy and Fed independence, following what has been a busy first week for the new administration, and what to expect from next week’s FOMC meeting. Yield curves are likely to flatten in the near term, supported by a narrowing in longer-run breakevens.

    Speakers:

    Phoebe White, Head of US Inflation Strategy

    Michael Hanson, Senior Economist

    This podcast was recorded on January 24, 2025.

    This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

  • Global FX: Tariff purgatory and other things FX

    Global FX: Tariff purgatory and other things FX

    · At Any Rate

    US trade/ tariffs will be a multi-quarter theme and support for USD. Our bias remains long USD given its growth and yield advantage, but the trading approach needs to be more tactical. A (short) window has opened up for carry/ high beta recovery. Carry still favours the dollar but several high beta have started to screen more attractive. Funders, particularly CHF, will be vulnerable if DM yields stay elevated. DM central banks next week but most ex-Fed not meaningful for FX.

    Speakers:Meera Chandan, Global FX StrategyArindam Sandilya, Global FX StrategyJames Nelligan, Global FX StrategyPatrick Locke, Global FX Strategy

    This podcast was recorded on 24 January 2025.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4892246-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

  • Global Commodities: (Mis)Pricing of the risk

    Global Commodities: (Mis)Pricing of the risk

    · At Any Rate

    Since the start of the year, Brent oil has been trading $4-7 above fair value, reflecting risks of reduced Russian and Iranian oil exports. Some risk premium is justified given the substantial figures involved: nearly 20% of the global Aframax fleet currently faces sanctions. Russia has previously defied expectations of supply disruptions, and it is reasonable to assume that its export flows will remain resilient. However, application of sanctions on Russian energy sector as leverage in future negotiations could go either way, indicating that a zero risk premium is not appropriate. The current $4 premium for potential disruption in Iranian oil flows might be overestimated. The market anticipates up to 1.3 mbd drop in Iranian oil exports, but this week’s replacement of Iran hawk with Iran dove as Pentagon’s next policy chief for the Middle East could signal a shift in the policy.

    Speaker:

    Natasha Kaneva, Head of Global Commodities Research

    This podcast was recorded on 24 January 2025.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4885062-0 and for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

  • Global Rates: What drives European cross currency basis?

    Global Rates: What drives European cross currency basis?

    · At Any Rate

    In this podcast Francis Diamond and Khagendra Gupta discuss the main drivers European cross currency basis and their latest thoughts on the cross currency basis market.

    This podcast was recorded on 24 January 2025.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4889166-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

    © 2025 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.

  • EM Fixed Income Focus: What we know (or don’t) after Week 1

    EM Fixed Income Focus: What we know (or don’t) after Week 1

    · At Any Rate

    Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class.

    Speakers:Jonny Goulden, Head of EM Fixed Income StrategySaad Siddiqui, Emerging Markets Strategist

    This podcast was recorded on 23 January 2025.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4892489-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

  • Global Commodities: A bitter cold US natural gas market ramps up LNG supply as Europe struggles to win cargoes

    Global Commodities: A bitter cold US natural gas market ramps up LNG supply as Europe struggles to win cargoes

    · At Any Rate

    The weather forecasts for early 2025 in both the US and Europe have turned colder, leading to increased natural gas demand and stress on projected end of season storage levels. While current conditions suggest a bullish outlook, we caution that there is still plenty of winter and time left in the year, creating significant uncertainty regarding price formation over the balance of 2025 in both markets.

    Speakers:

    Shikha Chaturvedi, Head of Global Natural Gas Research

    Otar Dgebuadze, Global Natural Gas Research

    This podcast was recorded on 17 January 2025.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4888451-0 and https://www.jpmm.com/research/content/GPS-4884963-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

  • Global FX: What to expect when you are expecting inauguration

    Global FX: What to expect when you are expecting inauguration

    · At Any Rate

    Arindam Sandilya , Junya Tanase, James Nelligan and Patrick Locke discuss the FX outlook heading into the US Presidential inauguration next week.

    Speakers:

    Arindam Sandilya, Global FX Strategy

    Junya Tanase, Global FX Strategy

    James Nelligan, Global FX Strategy

    Patrick Locke, Global FX Strategy

    This podcast was recorded on January 17, 2025.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4887086-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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

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