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Title: At Any Rate | J.P. Morgan Global Research
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Arindam Sandilya, Junya Tanase, Patrick Locke and Octavia Popescu discuss the FX outlook in an action packed week of consequential G4 central bank meetings.
This podcast was recorded on 18 September 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at
Since our last episode in early August, markets have faced a new wave of escalation in the Middle East, stressing commodity prices from energy to agriculture. To make matters even more complicated, the El Niño weather pattern is also in full swing. Today, we focus on how the Strait of Hormuz and the Pacific Ocean are impacting markets across the g...
Rates strategists Jay Barry and Amanda Berke discuss recent moves in Treasuries, what we've learned from the September FOMC meeting, and implications for yields going forward.
Speakers:
Jay Barry, Head of Global Rates Strategy
Amanda Berke, US Rates Strategist
This podcast was recorded on September 17, 2026.
Th...
Speakers:
Stephen Dulake, Co-head of Fundamental research
Daniel Lamy, Head of European Credit Strategy Research
Gareth Davies, Head of European Corporate Credit Research
Nelson Jantzen, Head of US High Yield Bond & Leveraged Loan Strategy
Tarek Hamid, Head of North American Corporates Credit Research
This was recorded on...
Anezka Christovova, Ben Ramsey and Michael Harrison discuss the latest market developments and their impacts for the EM fixed income asset class.
This podcast was recorded on 17 September 2026.
This communication is provided for information purposes only.
© 2026 JPMorgan Chase & Co. All rights reserved. This material or any por...