Global FX: Shutdown limbo

J.P. Morgan’s Global Rates Strategy team discusses the outlook for DM government bond issuance in 2026. Speakers Jay Barry, Head of Global Rates Strategy Phoebe White, Head of US Inflation Strategy Aditya Chordia, European Rates Strategy Khagendra Gupta, Head of European Interest ...  Show more

Arindam Sandilya, Patrick Locke, and Junya Tanase discuss the outlook for currency markets in the context of increased anxiety around Fed independence and the surprising decision to call for a snap election in Japan. This podcast was recorded on 16 January 2026. This communicatio ...  Show more

The combination of resurgent consumer spending and persistently sticky inflation near 3% is challenging consensus calls for Goldilocks. Next week’s flash PMIs will be the first data prints post US election, and we will be closely watching the vibe expressed ...

The JPMorgan conference delivered a consensus around a Goldilocks macro scenario even as participants say US election outcomes look like a coin-toss. The risks of a blue versus red wave, and versus divided government lead to varied outcomes on growth, inflation, and the Fed. A ...

In this episode we hear from Ralph Sueppel, Managing Director at Macrosynergy, a London-based macroeconomic research and technology company that co-developed the J.P. Morgan Macrosynergy Quantamental System (“JPMaQS”): a data and analytics  product harnessing macroeconomic qua ...

US earnings season got started with some strong results from big banks, but markets have also been focused on emerging risks for some regional banks, says Deepak Puri, the Private Bank’s Chief Investment Officer for the Americas. “There have been two big delinquencies in recent d ...  Show more