Afleveringen

  • Global Commodities: Demand for oil is good, just not for crude

    Global Commodities: Demand for oil is good, just not for crude

    · At Any Rate

    Oil demand grew by 1.33 mbd in 1Q24, with crude-derived products such as gasoline and diesel comprising only 40% of that growth, compared to petrochemical products that use lighter natural gas liquids as a feedstock. In April, half of the 1.3 mbd YoY rise in reported demand came from petrochemicals, marking the shift into more crude-heavy summer consumption. Oil demand is moving from a seasonally low April and May into a peak summer travel season. Importantly, the composition in demand growth will likely shift from liquids-heavy petrochemicals to crude-rich products like gasoline and jet fuel. We still expect overall market fundamentals to improve and see a similar price action as observed last summer, with Brent oil moving $10 higher from current levels by September.

    Speakers:

    Natasha Kaneva, Head of Global Commodities and Oil Research

    This podcast was recorded on 31 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-4711902-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 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 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: Wait till next year

    US Rates: Wait till next year

    · At Any Rate

    Rates strategists Jay Barry and Afonso Borges discuss the medium-term outlook for Treasury supply and the risks to the Treasury market ahead of next week’s first-tier data.

    Speakers:

    US Treasury Market Daily – Jay Barry

    US Fixed Income Markets Weekly – Jay Barry

    This podcast was recorded on 31 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-4708661-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved.

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  • Global FX: G10 central bank meetings and read-across for currencies

    Global FX: G10 central bank meetings and read-across for currencies

    · At Any Rate

    FX markets focus will become US-centric with payrolls, CPI and FOMC on the calendar. But June also brings other G10 central bank meetings. We discuss outlook for currencies going into this key month and event risk.

    Speakers

    Meera Chandan, Global FX Strategy

    Patrick Locke, Global FX Strategy

    James Nelligan, Global FX Strategy

    This podcast was recorded on 31 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-4715460-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

    © 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 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 : A round up of hot topics for European rate markets

    Global Rates : A round up of hot topics for European rate markets

    · At Any Rate

    Rates strategists Francis Diamond, Fabio Bassi and Aditya Chordia discuss some current key themes and topics for European rate markets. They cover the upcoming May ECB meeting, valuations in swap and bond space views on swap spreads, the upcoming French ratings review and the relevance of European Parliamentary and the UK general election for rate markets.

    This podcast was recorded on 31 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-4713356-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

    © 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 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: MXN - Not your padre’s peso II

    EM Fixed Income: MXN - Not your padre’s peso II

    · At Any Rate

    Luis Oganes, Saad Siddiqui and Tania Escobedo, revisit the forces behind the Mexican peso’s regime shift from a high-beta risk proxy to a lower-beta currency on a trend-appreciation path as Mexico benefits from the geopolitical dividends of nearshoring. They also touch upon upcoming risks around elections, as well as valuations.

    SpeakersLuis Oganes, Global Head of Macro ResearchSaad Siddiqui, Emerging Markets StrategyTania Escobedo Jacob, Emerging Markets Strategy

    This podcast was recorded on 28 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-4703117-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 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 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: Gas be nimble, gas be quick…but there will be repercussions

    Global Commodities: Gas be nimble, gas be quick…but there will be repercussions

    · At Any Rate

    In the past two weeks, US Henry Hub and European TTF have rallied in price significantly. With US prices at one point climbing above $2.70/MMBtu and TTF crossing 35 EUR/MWh, we will discuss the drivers of these price moves higher, including the reduction in supply currently in place - both in US production and global LNG supply - and the fundamental changes that we expect to see as a result of the recent price rally. Additionally, we will dive deeper into headlines surrounding Golden Pass and the Ukraine/Russia transit deal, which could have implications to our current price forecast.

    Speakers:

    Shikha Chaturvedi, Head of Global Natural Gas Research

    This podcast was recorded on 24 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-4705416-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 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 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: Are we all hiding in the same place?

    EM Fixed Income: Are we all hiding in the same place?

    · 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 23 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-4707597-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 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 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.

  • Spreadbites ‒ Credit colour from last week’s Global Markets Conference in Paris

    Spreadbites ‒ Credit colour from last week’s Global Markets Conference in Paris

    · At Any Rate

    Take a seat at the table as Stephen Dulake, Global Head of Credit, Andrew Crook, Managing Director, Head of European High Yield, Leveraged Loan and Convertible Sales and Global Head of Macro 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.

    SpeakersStephen Dulake, Global Head of Credit, Securitized Products and Public Finance Research Andrew Crook, Head of European High Yield, Leveraged Loan and Convertible Sales and Global Head of Macro Credit SalesSamantha Azzarello, Head of Content Strategy, Global Research

    This podcast was recorded on May 22, 2024.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4666611-0 and https://www.jpmm.com/research/content/GPS-4689640-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 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 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.

  • Key Macro Takeaways from J.P. Morgan’s Global Markets Conference in Paris

    Key Macro Takeaways from J.P. Morgan’s Global Markets Conference in Paris

    · At Any Rate

    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 with investors, which covered a range of topics including the prospects for US soft landing, potential divergence between the Fed and other central bank easing cycles, geopolitical risks and the market implications of the US elections.

    SpeakersLuis Oganes, Head of Global Macro Research Jay Barry, Co-head of US Rates StrategyFabio Bassi, Head of International Rates StrategyMeera Chandan, Co-head of FX StrategyJonny Goulden, Head of EM Fixed Income Strategy

    This podcast was recorded on 21 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-4700544-0, https://www.jpmm.com/research/content/GPS-4704635-0, https://www.jpmm.com/research/content/GPS-4700508-0, https://www.jpmm.com/research/content/GPS-4691814-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 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 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: Copper fireworks overshadow a looser-than-expected refined market in China

    Global Commodities: Copper fireworks overshadow a looser-than-expected refined market in China

    · At Any Rate

    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 of a tight broader global refined copper market just yet. We remain structurally medium-term bullish on copper prices over the next two years as constrained mine supply is not going to alleviate quickly but current price levels are running well ahead of global refined market fundamentals at the moment. China’s refined market appears loose as demand is being deferred and delayed amid high copper prices while refined supply has stayed strong. A temporary correction in copper prices could be healthy to kick start Chinese demand and lay the groundwork for another eventual push even higher.

    Speaker: Gregory Shearer

    This podcast was recorded on 20 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-4701703-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

    © 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 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 Economics: Significant Yen weakness from domestic policy trade-offs is a future risk

    Global FX and Economics: Significant Yen weakness from domestic policy trade-offs is a future risk

    · At Any Rate

    Arindam Sandilya, Ayako Fujita and Junya Tanase discuss the outlook for Japanese macro, BoJ policy and the Yen.

    Speakers:Arindam Sandilya, Global FX StrategyAyako 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. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4691315-0, https://www.jpmm.com/research/content/GPS-4702881-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 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 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: The June-September Treasury futures roll

    US Rates: The June-September Treasury futures roll

    · At Any Rate

    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. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4694204-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 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 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 Economics: Central Bank Policy Divergence

    Global FX and Economics: Central Bank Policy Divergence

    · At Any Rate

    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.

    SpeakersMeera Chandan, Global FX StrategyBruce Kasman, Global Head of Economic Research Ayako Fujita, Chief Japan EconomistGreg Fuzesi, Euro Area Economist

    Moderator: Samantha Azzarello, Head of Content Strategy, Global Research

    This podcast was recorded on May 9, 2024.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4695538-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 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 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: Emerging Markets Outlook & Strategy for May

    EM Fixed Income: Emerging Markets Outlook & Strategy for May

    · At Any Rate

    J.P. Morgan strategists and economists’ monthly discussion on the outlook for Emerging Markets fundamentals and markets.

    SpeakersLuis Oganes - Head of Global Macro ResearchJonny Goulden - Head of EM Fixed Income StrategyNora Szentivanyi - Global Economist

    This podcast was recorded on 9 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-4691814-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

    © 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 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: If you think this is over, then you’re wrong

    Global FX and US Rates: If you think this is over, then you’re wrong

    · At Any Rate

    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

    Meera Chandan

    This podcast was recorded on 3 May 2024.

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

    EM Fixed Income: Taking stock

    · 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 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 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: Term Funding Premium and the Term Structure of Swap Spreads

    US Rates: Term Funding Premium and the Term Structure of Swap Spreads

    · At Any Rate

    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 provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4684943-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 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 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, Rates & Economics: Scandi policy divergence: Riksbank ease as Norges hold

    Global FX, Rates & Economics: Scandi policy divergence: Riksbank ease as Norges hold

    · At Any Rate

    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/GPS-4680274-0 , https://www.jpmm.com/research/content/GPS-4680274-0 , https://www.jpmm.com/research/content/GPS-4688989-0 , https://www.jpmm.com/research/content/GPS-4678480-0 , https://www.jpmm.com/research/content/GPS-4687572-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

    © 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 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: West Africa: Cocoa is the new oil: Cocoa prices to trade structurally higher for longer

    Global Commodities: West Africa: Cocoa is the new oil: Cocoa prices to trade structurally higher for longer

    · At Any Rate

    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 visit www.jpmm.com/research/disclosures for important disclosures. © 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 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: Grappling with a mature dollar uptrend

    Global FX: Grappling with a mature dollar uptrend

    · At Any Rate

    This week our FX strategists discuss the implications of the dovish BoJ meeting for JPY as well as lingering FX intervention risk. We also look ahead to US event risk for the dollar next week with a full data calendar and the FOMC.

    Speakers:

    Arindam Sandilya, Global FX StrategyBenjamin Shatil, Economic and Policy ResearchPatrick Locke, Global FX Strategy

    This podcast was recorded on 26 April 2024.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4686012-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 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 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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