Castuner
Gehitu podcast bat

Markets Explained

J.P. Morgan Asset Management Market Insights

In this increasingly tumultuous world, what should investors see as a signal? And what should they dismiss as noise? In this weekly podcast Karen and Hugh do exactly that – they digest the newsflow and work out what it means for global investors.

Podcastaren webgunea

Entzun zure aplikazioan

Atalak

26 atal

  1. What to watch as earnings season enters full swing 15:50
  2. France and tech are feeling the bite of bonds 15:13
  3. Will earnings be a tailwind for stocks again? 16:28
  4. Jobs soft, oil flows improving but the bond market is still not happy 17:29
  5. Oil up, bond yields up, yet equities up too 17:06
  6. The bond market is judge, jury and (sometimes) executioner 19:11
  7. Oil, inflation, and unhappy bond markets 15:38
  8. Will the Budget walk the walk? 13:59
  9. Why bond yields are rising 15:20
  10. Bond intervention 15:03
  11. A global earnings knockout 12:51
  12. It’s a good time to invest 17:18
  13. Where is the interest rate outlook mispriced by markets? 19:21
  14. Central banks talk tough 18:01
  15. What new prime minister Andy Burnham means for UK stocks 17:25
  16. Earnings season is here: What investors need to know 15:52
  17. A true underdog story – European stocks 16:31
  18. Diversifying tech volatility 15:14
  19. Oil, the Fed and Starmer 15:30
  20. What the US-Iran deal means for markets 17:58
  21. Maybe the US is too hot for Kevin Warsh to handle: Inflation, interest rates and the Fed 16:02
  22. A goldilocks US jobs report expected 14:41
  23. Hopes of a deal in Iran calms bond markets 15:54
  24. Market jitters build 14:46
  25. Middle East, inflation and UK politics 15:32
  26. New Podcast launching 11 May: Markets Explained 0:20