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.
Global FX: FX Derivatives 2024 Outlook
Nov. 27, 2023
16:00
Global Commodities: Oil Outlook 2024/2025 - OPEC Preview: The Endgame
Nov. 22, 2023
11:18
Global FX Macro Outlook for 2024
35:14
EM Fixed Income: Emerging Markets Outlook and Strategy for 2024
24:44
Global Rates: 2024 Outlook
21:55
TTF price premium supported by weather uncertainty and the constant reminder of supply shocks
Nov. 10, 2023
07:39
US Rates: Death Cab for QT?
Nov. 9, 2023
18:37
EM Fixed Income: Fast then slow
17:38
Global FX: US Macro & Market Update
Nov. 7, 2023
36:48
EM Fixed Income: Riding the EM FX relief rally
Nov. 3, 2023
14:56
Global Commodities: The probability of something that never happened
09:34
Global FX : Dollar dissonance
Oct. 27, 2023
15:55
Global Commodities: Global upstream oil and gas capex on target to reach $545bn in 2023
09:30
EM Fixed Income: Are rates cheap enough?
Oct. 26, 2023
14:54
Global FX: Exploring macro tensions and safe-haven demand
Oct. 20, 2023
21:05
Global Commodities: The constraints on risk premium
10:56
Global Rates - European Rates roundup
11:45
EM Fixed Income: Rising yields and geopolitical tail-risks
Oct. 19, 2023
20:51
Commodities Focus: Global Natural Gas: Price rallies everywhere
Oct. 13, 2023
16:01
Global FX : Not calling an end to the USD ride yet
14:51
Global Commodities: Demand destruction has begun (again)
Oct. 5, 2023
13:18
EM Fixed Income: EM bond(s), shaken but not stirred
17:14
US Rates: CTD shifts in the Treasury bond futures contract
Oct. 2, 2023
10:13
Global FX: Dollar strength moves up a gear
Sept. 29, 2023
18:14
Global Commodities: Waiting for weather
12:54
EM Fixed Income: No panic at the disco yet for EM as US yields rise
Sept. 28, 2023
21:28
Global Economics, Rates and FX: Scandinavia - Diverging outlooks
13:01
Global Rates - Evolution of demand for Euro area government bonds
Sept. 27, 2023
06:41
Global FX: Rates divergence to sustain dollar strength
Sept. 22, 2023
18:10
Global Commodities: Bullish oil cues begin to exhaust even as Russia temporarily bans motor fuel exports
14:05
Global Rates - European inflation markets, oil won’t boil breakevens
05:07
Global Rates: BoJ, Fed and BoE meetings and read across to European rate markets
Sept. 18, 2023
09:24
Global FX - FX views going into G10 central bank Superweek
Sept. 15, 2023
19:40
Global Rates: Scandinavia monthly interest rate outlook: The final step?
Sept. 12, 2023
10:40
Global FX : Take-aways for US rates and FX pre- ECB and Fed
Sept. 11, 2023
22:14
Global Rates - Euro rate markets - ECB to hike or skip in September?
07:33
EM Fixed Income: EM implications of higher-for-longer US rates
Sept. 8, 2023
17:27
Global Commodities: $90 in September, $86 in December
11:00
Global FX: USD labors into the autumn
Sept. 5, 2023
13:28
Global Rates - Global SSA Outlook
Aug. 31, 2023
07:04
Global Rates: Rolling into December 2023
Aug. 30, 2023
12:55
US Rates: Navigating by the stars, when R-star is blurry
11:59
Global FX : The bearish case for CNY, EUR and JPY
Aug. 18, 2023
23:18
US Rates: Early delivery, position technicals, and a not-so-wild wildcard
Aug. 15, 2023
15:12
Global FX : Deconstructing the FX landscape through a macro, systematic and derivatives lens
Aug. 11, 2023
15:28
Global Commodities: Energy rising
15:23
US Rates: Everything everywhere all at once
Aug. 8, 2023
14:58
Global FX & US Rates: Spotlight on US rates and implications for the dollar
Aug. 4, 2023
EM Fixed Income : Stepping aside
13:15
Economics & US Rates: The curious case of the 2023 fiscal expansion
Aug. 1, 2023
10:45
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