Is China’s rebound for real?

How will President Trump’s nominee for the Federal Reserve, Kevin Warsh, shape monetary policy if confirmed as Fed chair? Goldman Sachs’ Rob Kaplan, vice chairman and the former president of the Dallas Fed, shares views on Warsh’s potential approach to monetary policy, the balanc ...  Show more

Managing Partner and CIO Nicolas Giauque of Farallon Capital—a multi-strategy firm founded 40 years ago—talks about the investing opportunities he sees today and his view of the current market environment. This episode was recorded on April 9, 2026. The opinions and views express ...  Show more

China, the so-called engine of global growth, seems to be stalling badly right now. The country is facing rising unemployment, falling factory output and a collapsing property market. Plus, a growing number of regular Chinese citizens are complaining that the country's tough anti ...  Show more

The Chinese economy is in a slump. Industrial production is down. Retail sales are down. The property industry continues to struggle. The People's Bank of China just did a surprise rate cut. So what's driving the decline and what can the government do about it? On this episode of ...  Show more

Xi Jinping has begun an unprecedented third term as Chinese president, after securing his position at the Communist Party Congress. But key economic data was delayed until after the congress ended. It was lower than government targets, causing Chinese markets to fall. The Chinese ...  Show more

Is China still the wildcard in domestic equity markets? Visit jpmorgan.com/institutional/investment-excellence.