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)

Standout themes in Mexico’s FX and rates markets

Standout themes in Mexico’s FX and rates markets

Meridy Cleary from the FICC Market Structure & Liquidity Strategy team speaks to Juan Badia, Head of Local Markets in Mexico, to discuss key execution trends as the dust settles from the historic pres...

6 Aug 202413min

Could July’s jobs report lead to a series of rate cuts?

Could July’s jobs report lead to a series of rate cuts?

In today’s episode, we dive into the latest U.S. employment report. Join Mike Feroli, Chief U.S. Economist, and Phoebe White, Head of U.S. Inflation Strategy, as they discuss the July employment data,...

2 Aug 20246min

Unpacking the investment banking outlook in Asia Pacific

Unpacking the investment banking outlook in Asia Pacific

From the key regional markets of Japan, India and China to trending sectors, join host Mark Fiteny and Paul Uren, Head of Asia Pacific Investment Banking to get the update on where the bright spots in...

1 Aug 202412min

Tactical US equity view as earnings ramp up

Tactical US equity view as earnings ramp up

In this episode, the Data Assets & Alpha Group discuss the drivers of the recent sell-off and rotation in US equities, as well as the early takeaways from the current earnings season.  They also discu...

30 Juli 202411min

What’s the outlook for markets and the economy in post-election India?

What’s the outlook for markets and the economy in post-election India?

How will the election results and a new coalition government shape the outlook for economic policy and financial markets in India? Join Jahangir Aziz, Head of Emerging Markets Economic Research and Sa...

26 Juli 202424min

Rowing to success at J.P. Morgan

Rowing to success at J.P. Morgan

In this special episode, host David Rawlings catches up with J.P. Morgan employees who have made the leap from world champions to global finance. Mohamed Sbihi and Jessica Eddie discuss their professi...

25 Juli 202426min

The market outlook at mid-year: A long road to normal

The market outlook at mid-year: A long road to normal

Join J.P. Morgan’s Research analysts as they explore what lies ahead for markets in the second half of 2024. Will stock market concentration continue? What's the forecast for U.S. and international ra...

19 Juli 202431min

How is innovation reshaping the future of healthcare?​

How is innovation reshaping the future of healthcare?​

Join host Dania Chehab from EMEA Healthcare Investment Banking team and Mike Gaito, Global Head of Healthcare Investment Banking, as they recap J.P. Morgan's second European Healthcare Symposium. Disc...

18 Juli 202415min

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