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)

Depositary Receipts Educational Series for APAC & LATAM

Depositary Receipts Educational Series for APAC & LATAM

In this episode, King Ho, Co-head for Product for Depositary Receipts, Asia Pacific and MENA markets at J.P. Morgan, is joined by Braedon Lehman, Senior Associate for Corporate Governance and M&A at S...

23 Aug 202322min

Top Long-Term Risks for Investors

Top Long-Term Risks for Investors

What are the top long-term risks for global markets, and how can investors prepare? Join Joyce Chang, Chair of Global Research, and Jan Loeys, who covers Long-Term Strategy, as they discuss the key fa...

17 Aug 202329min

Data Assets & Alpha Group: US Macro & Positioning Views

Data Assets & Alpha Group: US Macro & Positioning Views

In this episode, Andrew Tyler, Head of US Market Intelligence, and John Schlegel, Head of Global Positioning Intelligence, discuss how views on US markets have shifted for the near term, post the stro...

15 Aug 202310min

El Niño and the Impact on Agriculture

El Niño and the Impact on Agriculture

What is El Niño, and how will it impact weather patterns and crop yields across the globe? Are there implications for the wider commodity complex? Get answers from Tracey Allen, Agricultural Commoditi...

11 Aug 202316min

Data Assets & Alpha Group: US Exceptionalism vs Intl Equities

Data Assets & Alpha Group: US Exceptionalism vs Intl Equities

In this episode, the team discuss the investment case for US vs. international equities post strong outperformance of US markets YTD.  They run through the fundamental, valuation, and sentiment differ...

8 Aug 202311min

July Jobs Report

July Jobs Report

Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the July payrolls report. This episode was recorded on August 4th, 2023. This communication i...

4 Aug 20233min

Tech Financing: A Goldilocks Scenario?

Tech Financing: A Goldilocks Scenario?

Join Kathleen Darling as she hosts David de Boltz, Managing Director of Leveraged Finance Capital Markets, to discuss the tech sector's current financing activities and trends. They dive into drivers ...

27 Jul 202313min

The State of the US Housing Market

The State of the US Housing Market

Are house prices going to fall in the U.S.? Could another crash lie ahead? Or will tight supply keep the housing market in a healthier place? Find out from John Sim, Head of Securitized Products Resea...

21 Jul 202317min

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