At Any Rate

Latest Episodes:

Global FX: CPI/ USD, Model take-aways, EM rundown Jul 17, 2026

Show notes

We discuss USD take-aways from the soft CPI print countered by Fed hawkishness, main take-aways from our suite of systematic models and key drivers/ views in EM with focus on Latam and EMEA.

Speakers
Meera Chandan, Global FX Strategy
Patrick Locke, Global FX Strategy
Antonin Delair, Global FX Strategy
Anezka Christovova, Head of EMEA EM Local Markets Strategy

This podcast was recorded on 17 July 2026.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5369697-0 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.

EM Fixed Income: Navigating cross-currents, even on the frontier Jul 16, 2026

Show notes

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 16 July 2026.

In Focus: US Defense Jul 16, 2026

Show notes

Welcome to J.P. Morgan Global Research's podcast, In Focus, where we explore timely and thematic topics with insights from across Global Research. In today's episode, we unpack the US defense industrial base with our Industry & Policy thematics team and examine how it has evolved.

Speakers:

Jahangir Aziz, Co-Head of Economic Research

Steven Palacio, Industry & Policy Thematics Analyst

Samantha Azzarello, Head of Content Strategy

This podcast was recorded on July 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-5321853-0 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.

US Rates - Cash continues to roll in Jul 10, 2026

Show notes

Ipek Ozil and Pankaj Vohra discuss some of the latest developments in funding.

Speakers
Ipek Ozil, Head, U.S. Interest Rate Derivatives Strategy
Pankaj Vohra, U.S. Short Duration Strategist

This podcast was recorded on July 10, 2026.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5363535-0 and https://www.jpmm.com/research/content/GPS-5361790-0 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.

Global Commodities: A sense of déjà vu Jul 10, 2026

Show notes

Just as markets embraced an open Strait of Hormuz, a sense of déjà vu has washed over the commodities world when vessels were attacked this week. At the same time, Russian refineries continue to be targeted by drones, copper is again consumed by tariff uncertainty and the gas situation in Europe is setting up for a difficult winter.

Speakers:

Otar Dgebuadze, European Natural Gas

Greg Shearer, Head of Base and Precious Metals Strategy

This podcast was recorded on July 10, 2026.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5359286-0, https://www.jpmm.com/research/content/GPS-5355846-0 and https://www.jpmm.com/research/content/GPS-5336739-0 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.

Global FX: Keep calm and carry on Jul 10, 2026

Show notes

Arindam Sandilya, James Nelligan and Junya Tanase discuss the week in currencies.

This podcast was recorded on 10 July 2026.

This communication is provided for information purposes only. Institutional clients can view the related report at

https://www.jpmm.com/research/content/GPS-5360103-0

for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

EM Fixed Income: Risk risk go away, come again another day Jul 09, 2026

Show notes

Anezka Christovova, Ben Ramsey and Michael Loh discuss the latest market developments and their impacts for the EM fixed income asset class.

This podcast was recorded on 09 July 2026.

Global FX: Payrolls prognosis, yen, GBP and HUF Jul 03, 2026

Show notes

The Global FX team discusses take-aways from a mixed employment report as well as the outlook for yen, GBP and EMEA EM with focus on HUF.

Speakers
Meera Chandan, Global FX Strategy
Arindam Sandilya, Global FX Strategy
James Nelligan, Global FX Strategy
Michael Harrison, Emerging Markets Strategy

This podcast was recorded on 02 July 2026.

This communication is provided for information purposes only. Institutional clients can view the related report at

https://www.jpmm.com/research/content/GPS-5351150-0

for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

Global Commodities: Gold is back to Fed-watching Jul 02, 2026

Show notes

While oil continues to be a key story for commodities markets, gold has been gathering more attention lately. The initial optimism after the signing of the Memorandum of Understanding ran into a hawkish FOMC, severing the connection between energy prices and rates and leading us to reassess the key demand channels for the metal. In this episode, we discuss our updated expectations for gold’s recovery.

Speaker:

Greg Shearer, Head of Base and Precious Metals Strategy

Add disclosures when there is a related report (add date and GPS ID for the report)

This podcast was recorded on July 2, 2026.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5352313-0 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.

EM Fixed Income: Seeking guidance into the second half Jul 01, 2026

Show notes

Anezka Christovova, Ben Ramsey and YM Hong discuss the latest market developments and their impacts for the EM fixed income asset class.

This podcast was recorded on 01 July 2026.

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures.

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