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...
3 Helmi 20min
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 Schl...
27 Tammi 16min
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 ...
21 Tammi 11min
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...
13 Tammi 13min
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 ...
9 Tammi 10min
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. Mo...
6 Tammi 23min
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 a...
18 Joulu 202541min
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 scho...
16 Joulu 202514min
