Making Sense

Making Sense

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What's in store for the silver market in 2026?

Silver has been on a volatile ride since the start of last year. In this episode, host Sam Azzarello, head of content strategy for Global Research, is joined by Greg Shearer, head of Base and Precious Metals Strategy, to break down the dramatic changes in silver prices and what c ...  Show more

Is "another year of good growth" ahead for the US economy?

The January jobs report may be delayed, but there are many other factors shaping the path forward for the U.S. economy. Join Lauren Brice from the North America Rates Sales team and chief U.S. economist Mike Feroli as they unpack recent data including job openings and tech earnin ...  Show more

AI Risk and opportunity: The state of tech lending

In this episode of J.P. Morgan’s Making Sense, Jack Atherton from the EMEA Equity Capital Markets (ECM) market intelligence team, is joined by David De Boltz, Managing Director in Technology Leveraged Finance Capital Markets, and Edward Byun, global head of technology ECM, for a ...  Show more

Rally or retreat: What‘s next for US equities?

Earnings season has kicked off, with the Magnificent Seven set to report over the next few weeks. What does the future hold for U.S. equities after their recent underperformance? Hear from John Schlegel, J.P. Morgan’s global head of Positioning Intelligence, and Andrew Tyler, glo ...  Show more

What’s the outlook for credit financing in 2026?

How are investors navigating tighter credit spreads and a surge in loan trading activity? In this episode, Brian LaRocca, head of Vida Portfolio Solutions (Americas), and Lou Cerrotta, head of Liquid Credit Financing, unpack the latest trends in loan and bond total return swaps ( ...  Show more