At Any Rate

Episodi disponibili

5 risultati 100

U.S. Rates - DeepFreeze
Srini Ramaswamy and Ipek Ozil discuss the latest developments in US rates markets. Speakers: Srini Ramaswamy, Global Head of Rates Derivatives Strategy Ipek Ozil, Senior Derivative Strategist This podcast was recorded on 31 January 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4896008-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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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10:33
Global FX & Equities: Dollar/ equity linkages and the upcoming tariff announcement
We discuss the outlook for US equity exceptionalism, it’s read-through for the dollar and the upcoming February 1st tariff announcements. Speakers Meera Chandan, Global FX Strategy Prabhav Bhadani, Equity Strategy Arindam Sandilya, Global FX Strategy Patrick Locke, Global FX Strategy This podcast was recorded on Jan 31, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4898169-0, https://www.jpmm.com/research/content/GPS-4897023-0, and https://www.jpmm.com/research/content/GPS-4896096-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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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22:02
Global Commodities: $45 is the new $55
President Trump wants lower energy prices and higher oil and gas production and exports—objectives that seem irreconcilable, given the relatively high cost of producing oil from US shale formations. We estimate that US energy companies need WTI crude prices of $55/bbl and natural gas at $3.50/MMBtu for drilling to be profitable, with $75 and $3.75 required to significantly increase drilling. However, reducing royalties and taxes, easing methane regulations, and streamlining federal drilling permits could lower breakeven costs by $10/bbl for oil and $0.60/MMBtu for gas. On a production-weighted average basis, this would reduce the breakeven point for US oil production from $55 to $45. Ultimately, the impact of these lower costs on US oil production depends on the decisions of the 275 independent companies in the upstream shale sector. Speaker: Natasha Kaneva, Head of Global Commodities Research This podcast was recorded on 31 January 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4895361-0 and for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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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14:36
EM Fixed Income Focus: Tech ‘n’ Tariffs
Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 31 January 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4898059-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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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18:32
US Rates -Trade policy, the Fed, and implications for rates markets
Phoebe White, Head of US Inflation Strategy, and Michael Hanson, senior US economist, discuss their latest thoughts on US trade policy and Fed independence, following what has been a busy first week for the new administration, and what to expect from next week’s FOMC meeting. Yield curves are likely to flatten in the near term, supported by a narrowing in longer-run breakevens. Speakers: Phoebe White, Head of US Inflation Strategy Michael Hanson, Senior Economist This podcast was recorded on January 24, 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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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15:29

Altri podcast di Economia

Podcast di tendenza in Economia

Su At Any Rate

Analysts from J.P. Morgan Global Research take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

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