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)

Data Assets & Alpha Group: Time Traveler: A Look Back in Time with Fredrik Giertz (Part 1)

Data Assets & Alpha Group: Time Traveler: A Look Back in Time with Fredrik Giertz (Part 1)

The first of our two-part series with Fredrik Giertz from the JP Morgan Investible Indices team:  In this episode, Fredrik delves into the long-run, discussing why he thinks history is such an importa...

20 Jun 202329min

What’s the Outlook for Summer Travel?

What’s the Outlook for Summer Travel?

Are consumers still willing and able to travel? How are airlines faring? And will flight prices drop this summer? Get answers to these questions and more in our latest episode of “Research Recap,” fea...

16 Jun 202316min

FICC Market Structure: Muni Market Momentum

FICC Market Structure: Muni Market Momentum

The municipal bond market has been gaining the attention of investors, not only in the U.S. but across the globe. Kate Finlayson, Global Head of FICC Market Structure speaks to Mike Cassidy, Head of T...

15 Jun 202315min

Data Assets & Alpha Group: Chinese Equities - The Case For A Tactical Rebound

Data Assets & Alpha Group: Chinese Equities - The Case For A Tactical Rebound

In this episode the team dives into Chinese equities, discussing the potential for a tactical rebound given depressed performance and valuations in the region. The team also explore the risk / reward ...

13 Jun 202315min

State of the Global Economy: A Conversation with Michael Cembalest

State of the Global Economy: A Conversation with Michael Cembalest

Join host David Rawlings in a conversation with Michael Cembalest, Chairman of Market and Investment Strategy of J.P. Morgan Asset and Wealth Management, as they analyze the latest economic trends, in...

8 Jun 202322min

May Jobs Report

May Jobs Report

Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the May payrolls report. This episode was recorded on June 2, 2023. This communication is pro...

2 Jun 20234min

The Highs and Lows of the High Yield Market

The Highs and Lows of the High Yield Market

In this episode, Kathleen Darling picks back up with Brian Tramontozzi as they dig into the high yield market, exploring the latest trends and opportunities. From primary issuance activity to demand f...

1 Jun 20235min

Opportunities for Borrowers Navigating Uncertain Markets

Opportunities for Borrowers Navigating Uncertain Markets

Join Kathleen Darling from J.P. Morgan's Debt Capital Markets team as she sits down with Brian Tramontozzi, Head of North American Leveraged Finance Capital Markets, to discuss the latest trends and o...

31 Mai 20236min

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