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)

April jobs report shows signs of cooling

April jobs report shows signs of cooling

According to the April jobs report, the U.S. labor market is showing signs of cooling. Nonfarm payrolls were softer than anticipated increasing by 175,000 last month, while the unemployment rate rose ...

3 Mai 20249min

Data Assets & Alpha Group: An equities dip to be bought?

Data Assets & Alpha Group: An equities dip to be bought?

In this episode the group discuss risk / reward for US equities following the dip through April.  They discuss possible reasons for recent equity weakness, the macro and micro backdrop - including rec...

30 Apr 202417min

Data Assets & Alpha Group: Equity concentration risks and the retail investor

Data Assets & Alpha Group: Equity concentration risks and the retail investor

In this episode, we hear from Chris Andrew, Head of EMEA Market Structure at JP Morgan.  Chris runs through the evolution of equity turnover ratios across Europe and the US, the extent to which turnov...

23 Apr 202420min

FICC Market Structure: Tapping into Asia’s markets

FICC Market Structure: Tapping into Asia’s markets

How are financial markets in Asia attracting increased foreign investor participation? Leland Price and Meridy Cleary from the FICC Market Structure & Liquidity Strategy team discuss some of the most ...

22 Apr 202412min

Data Assets & Alpha Group: Evolution of data management – and where to next

Data Assets & Alpha Group: Evolution of data management – and where to next

In this episode, we hear from Gerard Francis and Ashley Peterson on the evolution of data management to date, and the likely path from here.  They discuss how the data landscape has evolved over the l...

16 Apr 202420min

Mobilizing development finance in Asia Pacific

Mobilizing development finance in Asia Pacific

Progress in Asia Pacific is crucial for achieving the UN's Sustainable Development Goals globally. However, identifying suitable financing opportunities for sustainable development is often seen as a ...

9 Apr 202417min

How is the generative AI landscape evolving?

How is the generative AI landscape evolving?

Dive into the future of generative AI with Mark Murphy, Head of U.S. Enterprise Software Research, Gokul Hariharan, Co-Head of APAC TMT Research, and Jack Atherton, who covers TMT Specialist Sales. In...

8 Apr 202425min

March jobs report underscores labor market tightness

March jobs report underscores labor market tightness

Non-farm payrolls increased by 303,000 last month, far exceeding expectations. What’s underpinning the strength in the U.S. labor market? What does this mean for the inflation outlook? And what’s the ...

5 Apr 202411min

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