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Blockchain breakthroughs: “You can’t innovate from afar”
In this episode of Making Sense, Kate Finlayson, Global head of the FICC Market Structure and Liquidity Strategy, is joined by Sandy Kaul, Executive Vice President and Head of Innovation at Franklin Templeton, and Scott Lucas, head of Marke
Inflation in focus: Unpacking the latest CPI report
In this episode of J.P. Morgan’s Making Sense, Phoebe White, a senior U.S. rates strategist and head of U.S. inflation strategy, sits down with senior economist Mike Hanson to unpack the January CPI report and the inflation outlook for 2026
EMEA in Conversation | Middle East in Motion
At the crossroads of tradition and transformation, the Middle East is setting a new pace for growth and global connectivity. Join James Fraser, head of EMEA Payments, and Ambar Morshed, head of Subsidiary Payment Sales EMEA, as they unpack
What's in store for the silver market in 2026?
Silver has been on a volatile ride since the start of last year. In this episode, host Sam Azzarello, head of content strategy for Global Research, is joined by Greg Shearer, head of Base and Precious Metals Strategy, to break down the dram
Is "another year of good growth" ahead for the US economy?
The January jobs report may be delayed, but there are many other factors shaping the path forward for the U.S. economy. Join Lauren Brice from the North America Rates Sales team and chief U.S. economist Mike Feroli as they unpack recent dat
AI Risk and opportunity: The state of tech lending
In this episode of J.P. Morgan’s Making Sense, Jack Atherton from the EMEA Equity Capital Markets (ECM) market intelligence team, is joined by David De Boltz, Managing Director in Technology Leveraged Finance Capital Markets, and Edward Byu
Rally or retreat: What‘s next for US equities?
Earnings season has kicked off, with the Magnificent Seven set to report over the next few weeks. What does the future hold for U.S. equities after their recent underperformance? Hear from John Schlegel, J.P. Morgan’s global head of Positio
What’s the outlook for credit financing in 2026?
How are investors navigating tighter credit spreads and a surge in loan trading activity? In this episode, Brian LaRocca, head of Vida Portfolio Solutions (Americas), and Lou Cerrotta, head of Liquid Credit Financing, unpack the latest tren
How events in Venezuela could reshape global commodities
Recent events in Venezuela have so far had limited immediate impact on global commodity markets — but the longer-term implications could be significant, especially if Western investment returns to the country. In this episode, analysts from
December Jobs Report: Will the US economy remain in a “low-hire, low-fire” mode?
Non-farm payrolls increased by just 50,000 in December while the unemployment rate dipped to 4.4%, reinforcing the “low-hire, low-fire” theme of the past few months. Does this point to a Fed pause at the January meeting? And how are consume
2026 Corporate Compass: Market resilience, AI and geopolitics
In this episode of Making Sense, Rama Variankaval, head of Corporate Advisory at J.P. Morgan, is joined by Evan Junek, global head of Corporate Finance Advisory, to discuss the 15th edition of J.P. Morgan’s annual Corporate Compass report.
2026 outlook: What’s next for markets and the global economy?
The year ahead will likely be driven by three powerful forces: uneven monetary policy, the relentless AI cycle and deepening polarization across markets and economies. What are the key opportunities and risks to watch across equities, commo
The Supreme Court, executive power and market implications
In this episode of J.P. Morgan’s Making Sense, Joyce Chang, chair of Global Research, is joined by Sarah Isgur, senior editor at The Dispatch and Supreme Court expert, and Peter Harrell, visiting scholar at Georgetown Law and Fellow at the
Mega deals and market shifts: 2025 investment banking recap and 2026 outlook
How did investment banking clients navigate a year of uncertainty, and what’s next for dealmaking and capital markets? In this episode, Dorothee Blessing, Global Head of Investment Banking Coverage, is joined by Anu Aiyengar, Global Head of
Live from the trading floor: Views on global rates, FX, and EM
In this episode, Brady Leventhal, head of North America FX Sales for Hedge Funds, is joined by Matthew Franklin Lyons, head of Global Rates Trading and Fixed Income Financing, and Stephen Jeffries, head of Currencies in Emerging Markets and
Trading Insights: What to watch in equity markets heading into year-end
In this episode, Eloise Goulder speaks with Andrew Tyler, Global head of Market Intelligence, and Federico Manicardi, International head of the Market Intelligence at J.P. Morgan. They discuss strength in equity markets over 2025, from the
AI, policy and the future of US power trading
The U.S. power market is undergoing a dramatic transformation, driven by the explosive growth of AI data centers and evolving priorities. Join Leland Price from the FICC Market Structure & Liquidity Strategy team and Chris Wu, Head of U.S.
Trading Insights: Unpacking innovations in quantitative investment strategies (QIS)
In this episode, Arnaud Jobert, co-head of Strategic Indices for Markets and Global Head of Equity Structuring, speaks with Eloise Goulder, head of the Data Assets & Alpha Group here at J.P. Morgan. They discuss the drivers of growth in the
Uncharted territory: Unpacking the longest government shutdown on record
As the U.S. government shutdown drags on, uncertainty continues to build for both investors and everyday Americans. In this episode of J.P. Morgan's Making Sense, Samantha Azzarello, head of Content Strategy, sits down with chief U.S. econo
“It’s not just innovation, it’s impact”: How AI is revolutionizing healthcare
In this episode, Nick Richitt, global co-head of Healthcare Services at J.P. Morgan, sits down with Michael Gao, co-founder of Smarter DX and president of Smarter Technologies, to explore how AI is revolutionizing healthcare. Together, they
Live from Money20/20 Middle East: Moving money, shaping futures
In this episode, Veronique Steiner, head of EMEA Innovation Economy, and Lori Schwartz, global head of Treasury Services, sit down at Money20/20 Middle East in Riyadh to discuss the trends shaping the region's financial system. Together, th
How stablecoins are reshaping global finance
In this episode, Kenneth Worthington, a Brokers, Asset Managers and Exchanges equity analyst at J.P. Morgan, is joined by Teresa Ho, head of U.S. Short Duration Strategy, to explore the dynamic world of stablecoins. Together, they break dow
"Bending, not breaking": The global economy’s new normal
In this episode, Joyce Chang, chair of Global Research at J.P. Morgan, is joined by Jahangir Aziz, head of Emerging Markets Research, and Jay Barry, head of Global Rates Strategy. Together, they explore how AI is reshaping global economic n
Trading Insights: Exploring trend-following strategies with Lynx’s CEO
In this episode, Martin Kallström, CEO of Sweden-based systematic hedge fund Lynx Asset Management, is in conversation with Eloise Goulder, head of the Data Assets & Alpha Group at J.P. Morgan. Together, they explore the evolution of trend-
Inside Tech Stars 2025: From IPOs to defense tech
What’s driving record venture capital flows into AI and defense tech? How are public markets and strategic buyers changing the game for tech founders? Host Mose Adigun sits down with Rosh Wijayarathna, co-head of EMEA Innovation Economy, Da
Trading Insights: US policy and the impact of tariffs
In this episode, Eloise Goulder sits down with William Tuttle, part of the Global Engagement team at J.P. Morgan, to explore the evolving landscape of U.S. policy and its impact on global markets. From the rise of tariffs and their economic
Shutdown showdown: Economic and market impacts explained
In this episode, Samantha Azzarello, head of Content Strategy, is joined by Jay Barry, head of Global Rates Strategy, chief U.S. economist Mike Feroli and Eben Peck from the Federal Government Relations team to discuss the latest developmen
From geopolitics to rate cuts: What’s shaping commodities markets?
In this episode, Greg Shearer, head of Base and Precious Metals Research, is joined by Natasha Kaneva, head of Global Commodities Research. Together, they dive into the key factors currently shaping commodities markets — from the evolving g
Trading Insights: Why macro matters for systematic investors
In this episode we hear from Ralph Sueppel, Managing Director at Macrosynergy, a London-based macroeconomic research and technology company that co-developed the J.P. Morgan Macrosynergy Quantamental System (“JPMaQS”): a data and analytics
The data center surge: Building the backbone of the digital age
In this episode, Fahmi Enam, head of Media Communications and Digital Infrastructure at J.P. Morgan Commercial Banking, is joined by Scott Wilcoxen, global head of Digital Infrastructure Investment Banking at J.P. Morgan. They dive deep int
