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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.
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“Making Sense,” the podcast channel from J.P. Morgan’s Commercial & Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy. Subscribe now for insights that will help you navigate the world we live in.
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Become an EMPOWERED INVESTOR. Survive and thrive in today's economy! With over 2,000 episodes in this Monday, Wednesday, Friday podcast, business and investment expert Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door ...
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Spreadbites ‒ Credit colour from last week’s Global Markets Conference in Paris
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Take a seat at the table as Stephen Dulake, Global Head of Credit, Andrew Crook, Managing Director, UK High Yield Credit Sales and Samantha Azzarello, Head of Content Strategy, unpack the top takeaways for credit markets from the recently concluded J.P. Morgan Global Markets Conference in Paris. Speakers Stephen Dulake, Global Head of Credit, Secur…
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2159: Home Prices, Market Movements and Housing Shortages with Sean O'Toole of Property Radar Part 2
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27:44
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It's part 2 of our conversation with Sean O'Toole as we talk about the evolving real estate market. Also, don't miss our interactive Zoom meetings with tax expert and Rich Dad Author Tom Wheelwright this second Wednesday of the month. Register at https://www.jasonhartman.com/Wednesday for valuable insights and personalized Q&A sessions. Jason Hartm…
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Key Macro Takeaways from J.P. Morgan’s Global Markets Conference in Paris
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34:42
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J.P. Morgan hosted its annual Global Markets Conference in Paris on 15-17 May. Judging from the speaker comments and questions from the audience, participants at the conference appeared rather sanguine about the US and global economic outlook. In this podcast the Macro Research team discusses their key takeaways from the sessions and conversations …
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2158: Market Dynamics: Inventory, Interest Rates, and Buyer Behavior with Sean O'Toole of Property Radar Part 1
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Jason welcomes Sean O'Toole from Property Radar who will talk about the current trends in the real estate market, particularly the rise in tapable equity for mortgage holders. Jason clarified that this trend is not a threat but an opportunity for investors, contrasting it with the risky lending practices that led to the 2008 financial crisis. Then …
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Market Matters | FICC Market Structure: The Evolving Execution Ecosystem
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15:53
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Which asset classes are next to be electronified and how is the network effect driving trading trends? Head of Digital Markets, Eddie Wen joins Kate Finlayson, Head of FICC Market Structure & Liquidity Strategy, to discuss automation in trading, the blurring lines between retail and institutional markets and how data can work to optimize business. …
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Global Commodities: Copper fireworks overshadow a looser-than-expected refined market in China
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10:28
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LME copper prices have surged nearly 30% year-to-date, jumping above $11,000/mt this morning with COMEX prices in the US still trading at a significant premium to the global LME benchmark. The massive widening of the COMEX/LME copper arb over the last week is more about positioning and inventory tightness in the US specifically and not reflective o…
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Global FX and Economics: Significant Yen weakness from domestic policy trade-offs is a future risk
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21:59
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Arindam Sandilya, Ayako Fujita and Junya Tanase discuss the outlook for Japanese macro, BoJ policy and the Yen. Speakers: Arindam Sandilya, Global FX Strategy Ayako Fujita, Economic and Policy Research Junya Tanase, Japan Markets Research This podcast was recorded on 17 May 2024. This communication is provided for information purposes only. Institu…
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2157 FBF: Client Case Study: 5 Homes in 7 Months & Hurricane Florence Update
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28:23
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This Flashback Friday is from episode 1062, published last September 26, 2018. Jason Hartman begins this episode on a somber note, talking with Phil in Myrtle Beach about the aftermath of Hurricane Florence. Phil discusses what the status of his neighborhood is, the good deeds being done in the area, and how he expects his tight knit community to p…
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Research Recap | How Are Streaming Platforms Reshaping Entertainment?
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In this episode of Research Recap, Jack Atherton, who covers Technology, Media and Telecom Specialist Sales, delves into the latest trends shaping the streaming industry with Doug Anmuth, Head of the U.S. Internet Research Team, and David Karnovsky, Head of U.S. Media, Entertainment, and Advertising. The discussion covers the current state of the s…
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US Rates: The June-September Treasury futures roll
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Srini Ramaswamy and Ipek Ozil discuss the dynamics of the upcoming Treasury futures roll cycle Speakers: Srini Ramaswamy, Managing Director and Co-Head of US Rates Strategy Ipek Ozil, Executive Director, U.S. Fixed Income Derivatives Research This podcast was recorded on 16 May 2024. This communication is provided for information purposes only. Ins…
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What’s The Deal? | Unpacking Renewable Energy Across Asia Pacific
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10:33
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In this episode, host Matthew Chan, head of J.P. Morgan Sustainability and ESG Engagement in Asia Pacific, sits down with Greg Zdun, Head of Asia Pacific Energy, Power, Renewables and Metal & Mining at J.P. Morgan, to unpack energy transition with a focus on renewables across the region. They dive into the acceleration of renewables investment in r…
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2156: Unlocking the Secrets of Offshore Trusts: Strategies for Asset Protection with Mauricio Rauld Part 2
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32:33
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Jason welcomes a seasoned real estate investor, who shares insights on asset protection, property management and more. Come meet, his mom! Diving into estate planning and legal structuring, they emphasize the importance of self-management. Explaining the setup of management companies and property ownership distinctions, Jason also advocates for a h…
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Research Recap | More Upside Risks for the Oil Market?
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Brent Crude has traded roughly 20% higher since the start of the year due to a combination of strong demand growth and production cuts. Looking ahead, could oil prices reach close to $100 by September? Join Natasha Kaneva, Global Head of Commodities Research, and David Levi, Global Head of Commodity Institutional Sales, as they discuss the outlook …
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Market Matters | Data Assets & Alpha Group: A Special-Situations Approach to Alpha, with Blantyre Capital’s Founder and CIO
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28:48
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In this episode, we hear from Mubashir Mukadam, Blantyre Capital’s Founder and CIO. Mubashir discusses the investment philosophy behind Blantyre’s special situations fund, the intersection between providing capital as a Hedge Fund, Private Equity vs Private Credit, the benefits of providing balance sheet and/ or operational support to certain compa…
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2155: Shielding Your Assets: Expert Insights on LLCs, Trusts, Legal Shields & Risk Mitigation with Mauricio Rauld Part 1
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28:05
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Learn about asset protection, entity structuring, and estate planning at jasonheartman.com. Access affordable, genuine attorney consultation starting at $29.97 for three entities. Act before you need it; prepare in advance. Protect your assets effectively with expert guidance. Today Jason welcomes Mauricio Rauld. Mauricio is the founder and CEO of …
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Global FX and Economics: Central Bank Policy Divergence
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In lieu of our regular FX podcast, we present a joint webinar recorded earlier this week. Take a seat at the table as Bruce Kasman, Ayako Fujita, Greg Fuzesi , Meera Chandan and Samantha Azzarello unpack potential policy divergence among global central banks, top macro themes and their impact on future policy rates and currencies. Speakers Meera Ch…
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2154 FBF: Facebook Data Mining, New Home Development, Regulatory Impact on Home Prices & Millennials Trying to Buy Homes with Matthew Gardner
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Today's Flashback Friday is from episode 1013, published last June 13, 2018. Jason Hartman starts off the show giving President Trump credit where credit is due, and that's in regards to the summit in Singapore with North Korea. Trump has been able to get them to the negotiating table, which no other US president has been able to accomplish. Then, …
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EM Fixed Income: Emerging Markets Outlook & Strategy for May
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J.P. Morgan strategists and economists’ monthly discussion on the outlook for Emerging Markets fundamentals and markets. Speakers Luis Oganes - Head of Global Macro Research Jonny Goulden - Head of EM Fixed Income Strategy Nora Szentivanyi - Global Economist This podcast was recorded on 9 May 2024. This communication is provided for information pur…
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2153: Behind the Numbers: Decoding Real Estate Trends with Mike Simonsen, Altos Research Part 2
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Jason finishes up his interview with Mike Simonsen of Altos Research stating that homebuyers adjust their expectations based on mortgage rates, currently stabilized around 7%. Rapid changes prompt swift comparisons, affecting buyer behavior. Small rate bumps incite fear of loss, while larger increases lead to resignation. Analysis of new listings a…
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2152: Economic Insights: Inventory Trends in the Housing Market | Mike Simonsen, Altos Research Part 1
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Discover insights with Mike Simonsen from Altos Research on the shifting market dynamics for empowered investors in Dallas, Texas. Despite previous predictions, the market continues to rise, but with a slight increase in inventory, could this signal a change? Dive into the discussion on the potential market shift. Don't miss exclusive events like t…
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Global FX and US Rates: If you think this is over, then you’re wrong
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29:57
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Jay Barry and Meera Chandan discuss the impact of the FOMC meeting and April employment report on the US rates and FX markets. They also delve into this week’s Treasury refunding announcement, Japan FX interventions, an analysis of the best bullish and bearish-USD expressions and the medium-term outlook for USDJPY and EURUSD. Speakers: Jay Barry Me…
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Research Recap | April Jobs Report Shows Signs of Cooling
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9:27
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According to the April jobs report, the U.S. labor market is showing signs of cooling. Nonfarm payrolls were softer than anticipated increasing by 175,000 last month, while the unemployment rate rose to 3.9%. Does this all spell good news for the Fed? Join Mike Feroli, Chief U.S. Economist, and Phoebe White, Head of U.S. Inflation Strategy, as they…
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2151 FBF: Good News Economy, Tenant Responsibilities, Saving Money on Repairs & Maintenance
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34:50
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This Flashback Friday is from episode 1045 published last August 20, 2018. Jason Hartman welcomes his mom back to the show to discuss self managing properties and how to find the best deals when you have to make repairs. The two also talk about what kinds of addendum she's adding to leases recently, rising rents, job numbers and more. Key Takeaways…
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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 03 May 2024. © 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 str…
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US Rates: Term Funding Premium and the Term Structure of Swap Spreads
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Srini Ramaswamy and Ipek Ozil take a deeper dive into swap spreads in the US markets and how that connects to a kind of term premium. Speakers: Srini Ramaswamy, Managing Director and Co-Head of US Rates Strategy Ipek Ozil, Executive Director, U.S. Fixed Income Derivatives Research This podcast was recorded on 2 May 2024. This communication is provi…
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Global FX, Rates & Economics: Scandi policy divergence: Riksbank ease as Norges hold
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13:21
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James Nelligan, Khagendra Gupta and Morten Lund discuss our main economics, Rates, and FX views in Sweden and Norway ahead of the central bank meetings. This podcast was recorded on 02 May 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GP…
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Global Commodities: West Africa: Cocoa is the new oil: Cocoa prices to trade structurally higher for longer
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15:20
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Speakers Tracey Allen, Head of Global Commodities Research Gbolahan S Taiwo, EM, Economic and Policy Research This podcast was recorded on 2 May 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4687740-0 for more information; please vis…
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2150: Empowered Investor Cruise! Train Your Brain to Notice: How to See the World with Fresh Eyes with Cass Sunstein
23:43
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Today, Jason is on the Celebrity Apex cruise ship for their Empowered Investor Cruise event, where he talks to one of his guests and Empowered Investor member Winston Templet. And In today's 10th episode, Jason welcomes Cass Sunstein, author of "LOOK AGAIN: The Power of Noticing What was Always There," They discuss the concept of habituation and it…
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Market Matters | Data Assets & Alpha Group: An Equities Dip to be Bought?
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17:22
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In this episode the group discuss risk / reward for US equities following the dip through April. They discuss possible reasons for recent equity weakness, the macro and micro backdrop - including recent hotter inflation prints and Q1 corporate earnings trends, the extent to which positioning levels have fallen amid market weakness, resulting market…
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