At Any Rate

Epizode

• 
  Global FX: Bullish beta, bullish USD reinforced 18.09.2026 26min

  Arindam Sandilya, Junya Tanase, Patrick Locke and Octavia Popescu discuss the FX outlook in an action packed week of consequential G4 central bank meetings.   This podcast was recorded on 18 September 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5455633-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
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  Global Commodities: The ways of water 18.09.2026 13min

  Since our last episode in early August, markets have faced a new wave of escalation in the Middle East, stressing commodity prices from energy to agriculture. To make matters even more complicated, the El Niño weather pattern is also in full swing. Today, we focus on how the Strait of Hormuz and the Pacific Ocean are impacting markets across the globe.   Speakers:  Natasha Kaneva, Head of Global Commodities Research Tracey Allen, Head of Agricultural Commodities   This podcast was recorded on September 18, 2026.   This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5448646-0, https://www.jpmm.com/research/content/KAL-1-1UQ84TE8 and https://www.jpmm.com/research/content/GPS-5454135-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.        
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  US Rates: Talk the talk, walk the walk 17.09.2026 12min

  Rates strategists Jay Barry and Amanda Berke discuss recent moves in Treasuries, what we've learned from the September FOMC meeting, and implications for yields going forward.   Speakers: Jay Barry, Head of Global Rates Strategy Amanda Berke, US Rates Strategist   This podcast was recorded on September 17, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5451911-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
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  Key Takeaways: European Leveraged Finance Conference 2026 17.09.2026 15min

  Speakers: Stephen Dulake, Co-head of Fundamental researchDaniel Lamy, Head of European Credit Strategy ResearchGareth Davies, Head of European Corporate Credit ResearchNelson Jantzen, Head of US High Yield Bond & Leveraged Loan StrategyTarek Hamid, Head of North American Corporates Credit Research   This was recorded on September 15, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5441122-0.pdf for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
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  EM Fixed Income: Is the coast clear after the Fed? 17.09.2026 19min

  Anezka Christovova, Ben Ramsey and Michael Harrison discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 17 September 2026. This communication is provided for information purposes only.  © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
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  BOJ Preview: Global Market Implications 14.09.2026 37min

  J.P. Morgan Global Research analysts discussed the upcoming Bank of Japan meeting and its implications for global markets.   J.P. Morgan Speakers: Ayako Fujita, Chief Japan Economist Junya Tanase, Chief Japan FX Strategist  Takafumi Yamawaki, Head of Japan Fixed Income Research  Moderator: Samantha Azzarello, Head of Content Strategy    This podcast was recorded on September 14, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5441895-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.  
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  US Rates: And you’re not gonna reach my telephone 11.09.2026 16min

  In this podcast, Harry Downie and Abiel Reinhart discuss the latest US inflation data and read through to rates markets.   Speakers: Abiel Reinhart, US Economic Research Harry Downie, US Rates Strategy   This podcast was recorded on September 11, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5446625-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
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  Global FX: Post-CPI and pre-Fed FX round up 11.09.2026 15min

  Meera Chandan, Pat Locke, Anezka Christovova and Octavia Popescu discuss global FX implications of the US CPI print and upcoming FOMC meeting,  with focus on which currencies could be the most resilient in a Fed hiking cycle.   This podcast was recorded on 11 September 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5439665-0 For more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
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  Global Rates: Dissecting the sell-off in European rates, next week’s BoE meeting 11.09.2026 19min

  In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss the recent sell-off in European rates and look ahead to the September BoE meeting.   This podcast was recorded on 11 September 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5444555-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
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  EM Fixed Income: Battle tested, but shields still up 10.09.2026 24min

  Anezka Christovova, Ben Ramsey and Tania Escobedo discuss the latest market developments and their impacts for the EM fixed income asset class.   This podcast was recorded on 10 September 2026. This communication is provided for information purposes only.  © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
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  Global FX: Dollar Debate Corner (again), Yen, RBNZ/RBA 04.09.2026 31min

  Meera Chandan, Arindam Sandilya and team debate the dollar outlook (again) following the firm employment report. Yen developments on GPIF/ BoJ are discussed, as well as latest developments on the Antipodeans.   SpeakersMeera Chandan, Global FX Strategy Arindam Sandilya, Global FX Strategy Patrick Locke, Global FX Strategy Ben Jarman, Australian and New Zealand Interest Rate Strategy Junya Tanase, Japan Markets Research Ikue Saito, Japan Markets Research   This podcast was recorded on 04 September 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5432337-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
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  Global Rates: European Rate Markets – ECB meeting and European curves 04.09.2026 10min

  In this podcast Francis Diamond and Khagendra Gupta discuss the upcoming ECB meeting and thoughts on the EUR and UK curves.   This podcast was recorded on 04 September 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5432769-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
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  EM Fixed Income: Summer ending but the heat is still on 03.09.2026 21min

  Anezka Christovova, Ben Ramsey and Nishant Poojary discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 3 September 2026. This communication is provided for information purposes only.  © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
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  Global FX: EU deep dive, US roundup, back to school themes 28.08.2026 21min

  Meera Chandan, Greg Fuzesi and Patrick Locke discuss the recent growth and fiscal dynamics in the Euro area with implications for EUR/USD; US events (PCE, JH, upcoming payrolls) and the main back-to-school themes for FX (all roads lead to carry).   This podcast was recorded on 28 August 2026. This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS- 5416260-0, https://www.jpmm.com/research/content/GPS-5405224-0, https://www.jpmm.com/research/content/GPS-5426556-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
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  At Any Rate - Global FX: Debate Corner 2.0 21.08.2026 30min

  J.P. Morgan’s FX strategists discuss the outlook for the USD and other currencies in the wake of the US Treasury’s unexpected increase in long-end bond buybacks. Speakers:Arindam SandilyaMeera ChandanPatrick LockeJames Nelligan This podcast was recorded on 21 August 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS- 5416260 -0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
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  US Rates: Treasury Buyback Expansion 21.08.2026 27min

  In this podcast, Jay Barry, Head of Global Rates Strategy, discusses the expansion of the U.S. Treasury’s buyback program and its implications for Treasury market liquidity, issuance dynamics, and institutional investors.   Speakers:  Jay Barry, Head of Global Rates Strategy Samantha Azzarello, Head of Content Strategy   This podcast was recorded on August 20, 2026.   This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5397119-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
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  EM Fixed Income: Summer of carry, but getting crowded? 20.08.2026 22min

  Anezka Christovova, Ben Ramsey and Ayomide Mejabi discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 20 August 2026 This communication is provided for information purposes only.  © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.  
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  Global FX: Debate Corner 14.08.2026 31min

  The Global FX team debates multiple issues: the outlook for USD, yen, as well as the fate of cyclical low-yielders.    SpeakersMeera Chandan, Global FX StrategyArindam Sandilya, Global FX Strategy Patrick Locke, Global FX Strategy James Nelligan, Global FX Strategy Octavia Popescu, Global FX Strategy    This podcast was recorded on 14 August 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5405224-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.    
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  Global Rates: A Mixed Bag of Inflation Market Views 14.08.2026 22min

  In this podcast, Frida Infante and Harry Downie discuss the latest inflation data and breakeven markets across the Euro area, the UK and the U.S. They talk through what’s a genuinely mixed bag of views this month, and where the key risks lie.   This podcast was recorded on 14 August 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5372952-0  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
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  US Rates: A pop in short-term credit supply 13.08.2026 7min

  J.P. Morgan Short Duration Strategists Pankaj Vohra and Molly Herckis discuss the latest developments in the ABCP and Non-financial CP market.   Speakers: Pankaj Vohra, Senior US Short Duration StrategistMolly Herckis, US Short Duration Strategist   This podcast was recorded on August 13, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5373973-0 and https://www.jpmm.com/research/content/GPS-5397888-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.