Making Sense

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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Avsnitt(300)

T+1 deep dive, part 2: Future outlook for Asia and Europe

T+1 deep dive, part 2: Future outlook for Asia and Europe

In part 2 of our T+1 deep dive, we explore the initiatives driving the much-anticipated move to T+1 settlement in the U.K., the E.U., and parts of Asia. The discussion addresses the current timeline f...

22 Okt 20249min

T+1 deep dive, part 1: Lessons learned from the US rollout

T+1 deep dive, part 1: Lessons learned from the US rollout

In part 1 of our T+1 deep dive, we unpack the move to T+1 settlement in the U.S. and neighboring markets. Our discussion covers why the U.S. transitioned to T+1 settlement in May 2024 and examines the...

18 Okt 20248min

The four W's driving food insecurity: War, weather, waste and water

The four W's driving food insecurity: War, weather, waste and water

Explore the pressing issue of global food insecurity in this episode of Research Recap on J.P. Morgan's Making Sense podcast. Join Tracey Allen, Head of Agricultural Commodities Strategy, and Joyce Ch...

16 Okt 202419min

Trading Insights: How high is positioning in US equities?

Trading Insights: How high is positioning in US equities?

In this episode we hear from John Schlegel regarding how high positioning looks post the stellar rally in US equities.  John discusses the recent drivers of US equity strength, the main buyers of the ...

15 Okt 202414min

Trading Insights: An intersection between quant and fundamental investing, with Matt Jones, Global PM at Fidelity

Trading Insights: An intersection between quant and fundamental investing, with Matt Jones, Global PM at Fidelity

In this episode we hear from Matt Jones, Global Portfolio Manager at Fidelity International. Matt discusses the intersection of quant techniques with the fundamental investment process, the benefits a...

11 Okt 202419min

Payments Unbound: The future of cross-border payments

Payments Unbound: The future of cross-border payments

Join Leana Ferguson, Payment Sales and Relationship Manager for Financial Institutions at J.P. Morgan, as she delves into the future of cross-border payments with Vijay Lulla, EMEA Head of Cross-Curre...

10 Okt 202414min

Unpacking September's unexpectedly robust jobs report

Unpacking September's unexpectedly robust jobs report

The U.S. labor market exceeded expectations in September, adding 254,000 nonfarm payrolls and surpassing all forecasts. Join Phoebe White, Head of U.S. Inflation Strategy at J.P. Morgan, and Mike Fero...

4 Okt 20247min

What's driving growth for founders today?​

What's driving growth for founders today?​

Join host John Richert, Head of Mid-Cap Investment Banking, to explore the pivotal role founders play in driving innovation and shaping today’s economy with John Simmons, Head of Commercial Banking, a...

3 Okt 202421min

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