Making Sense
“Making Sense,” the podcast channel from J.P. Morgan’s Commercial & Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy. Subscribe now for insights that will help you navigate the world we live in.

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Episoder(300)

Trading Insights: Can US exceptionalism keep its shine?

Trading Insights: Can US exceptionalism keep its shine?

In this episode, the team delves into the risk and reward dynamics of U.S. equities compared to the rest of the world, following the recent comparative underperformance from the U.S. They discuss rece...

14 Feb 202513min

2025 e-Trading Insights: What’s top of mind for institutional traders?

2025 e-Trading Insights: What’s top of mind for institutional traders?

In this episode, Patrick Whelan, head of FICC Digital Markets at J.P. Morgan, and Gergana Thiel, Global co-head of Macro Sales, delve into the latest insights from J.P. Morgan's annual e-Trading surve...

11 Feb 202510min

January jobs report: 'A pretty favorable picture overall'

January jobs report: 'A pretty favorable picture overall'

Join Mike Feroli, J.P. Morgan's chief U.S. Economist, and Lauren Brice from the U.S. Rates Sales team, as they delve into the January jobs report. Discover key insights and implications for the labor ...

7 Feb 20259min

From uncertainty to opportunity: The future of EMEA dealmaking

From uncertainty to opportunity: The future of EMEA dealmaking

Join host Louise Bennetts, head of J.P. Morgan's board advisory team in EMEA, as she delves into the European dealmaking outlook for 2025. In this insightful episode, Louise is joined by Conor Hillery...

4 Feb 202515min

Navigating Asia’s bond and equity markets

Navigating Asia’s bond and equity markets

In this episode of J.P. Morgan’s Making Sense, host Meridy Cleary from the FICC Market Structure team engages in an insightful discussion with Clare Witts, head of Equity APAC Market Structure. They d...

28 Jan 202514min

Trading Insights: Risk and reward for European equities post-YTD rally

Trading Insights: Risk and reward for European equities post-YTD rally

In this episode, Federico Manicardi, Head of International Market Intelligence, and Victoria Campos, a team member, delve into the risk and reward dynamics for European equities following a robust yea...

24 Jan 202512min

Navigating the hedge fund frontier: Insights from CPP Investments

Navigating the hedge fund frontier: Insights from CPP Investments

In this episode, Kumar Panja, EMEA head of the Capital Advisory Group at J.P. Morgan, engages in a compelling conversation with Amy Flikerski, Managing Director and head of the External Portfolio Mana...

21 Jan 202526min

Trading Insights: US equities: Buy the dip or brace for volatility?

Trading Insights: US equities: Buy the dip or brace for volatility?

In this episode, Sunny Potharaju from the Positioning Intelligence team is joined by John Schlegel, head of the Global Positioning Intelligence team at J.P. Morgan. Their discussion focuses on the str...

14 Jan 202510min

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