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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.

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Episodes

26 episodes

  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