April jobs report: “Better than expected,” signs of resilience, and AI’s impact
Is this a resilient labor market, or a fragile one? In this episode of Making Sense, Mike Feroli, Chief U.S. Economist at J.P. Morgan, joins Lauren Brice from the North America Rates Sales team to bre...
8 Mai 10min
The interplay between liquidity and collateral
In this episode, three J.P. Morgan executives address the intricate connection between liquidity and collateral management. Eileen Herlihy, Head of Trading Services Sales, chats with O’Delle Burke, Gl...
5 Mai 24min
ETFs and mutual funds: What dual share classes could mean for investors
Global ETF assets have climbed to roughly $20 trillion, and one structure is drawing fresh attention: dual share classes, where a single portfolio can be accessed as both a mutual fund and an ETF. Fun...
4 Mai 27min
How are retail investor dynamics shaping equity markets?
In this episode, Eloise Goulder, head of the Data Assets and Alpha Group, is joined by product specialist Edwina Lowe and Luca Rainero, head of Data Intelligence, to unpack how retail investors have i...
29 Apr 17min
Explaining the disconnect between geopolitics and markets
From geopolitical tensions and energy disruptions to the latest tariff developments, uncertainty was a recurring motif at the IMF–World Bank Spring Meetings 2026. Yet, bullish market sentiment still p...
27 Apr 28min
Equities are back to all-time highs — what’s next?
In this episode, Eloise Goulder speaks with Andrew Tyler, head of Global Market Intelligence, and Federico Manicardi, head of International Market Intelligence at J.P. Morgan. They discuss the sharp r...
21 Apr 14min
The credit mosaic: A unified approach to the future of trading
Nick Adragna (Global Head of Investment Grade & Macro Credit Trading) and Olivier “Caj” Cajfinger (Global Head of IG, Public Finance, and Co Head of Alternative Credit Sales) unpack the evolution of I...
17 Apr 17min
Inflation in focus: Unpacking the March CPI report
In this episode of J.P. Morgan’s Making Sense, global economist Maia Crook is joined by senior U.S. economist Mike Hanson to break down the March CPI report. They discuss the energy-driven jump in hea...
15 Apr 16min
