Markets Explained
af J.P. Morgan Asset Management Market Insights
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Will US macro data move the market more than the midterms this week?
Will US macro data move the market more than the midterms this week?
Om denne podcast
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.
Episoder
- Will US macro data move the market more than the midterms this week? · 15 min. · Episode 26The US midterm elections loom this week, but with the polls suggesting at least some loss of control for the incumbent government, the outcome may not be big news for markets…
- What to watch as earnings season enters full swing · 16 min. · Episode 25In this week’s podcast, Hugh is joined by special guest Jon Ingram, Head of the Unconstrained team within the International Equity Group. With mega-cap tech earnings having been…
- France and tech are feeling the bite of bonds · 15 min. · Episode 24The news flow this week, whether from highly indebted data centre builders or the French riots, is a reminder that higher bond yields will always create stress somewhere.
- Will earnings be a tailwind for stocks again? · 16 min. · Episode 23In this episode, Hugh and Karen dive into the upcoming earnings season and highlight the questions on their minds in the tech space and beyond.
- Jobs soft, oil flows improving but the bond market is still not happy · 17 min. · Episode 22The US labour market could have added fuel to the bond market fire last week, but in fact it still looks broadly stuck in a ‘no hire, no fire’ pattern. With more and more oil…
- Oil up, bond yields up, yet equities up too · 17 min. · Episode 21On this week’s podcast, Hugh and Karen discuss the latest developments in the oil markets, including talk of diesel export curbs. They also highlight why the rise in bond yields…
- The bond market is judge, jury and (sometimes) executioner · 19 min. · Episode 20In this podcast, Hugh and Karen pick up on the latest political headlines from both Germany and the Middle East. They remind us why the economic implications are often far more…
- Oil, inflation, and unhappy bond markets · 16 min. · Episode 19Lots to discuss again this week, with conflict raging on in the Middle East, central banks under pressure to raise rates and bond markets still unsettled.
- Will the Budget walk the walk? · 14 min. · Episode 18In this week's podcast, Karen and Hugh discuss the latest flurry of economic news which suggests the global economy is weathering the barrage of shocks thrown at it. They also…
- Why bond yields are rising · 15 min. · Episode 17Bond markets are off to a bumpy start in September with government borrowing costs rising sharply around the globe. In this week’s podcast, Karen and Hugh break down what is…
- Bond intervention · 15 min. · Episode 16This week, Karen and Hugh discuss recent strong economic data and lingering inflation concerns that are pushing up bond yields. They then delve into what to make of the bond…
- A global earnings knockout · 13 min. · Episode 15The market is wrapping up a stellar earnings season with growth broadening by geography and sector. No wonder markets keep hitting all-time highs. Karen and Hugh break down the…
- It’s a good time to invest · 17 min. · Episode 14In this week’s episode, Karen and Hugh reflect on the outlook for inflation and the Middle East, what the earnings season tells us about the broadening of opportunities, and why…
- Where is the interest rate outlook mispriced by markets? · 19 min. · Episode 13Following a busy week for central banks, Hugh was joined by Iain Stealey, International CIO for Global Fixed Income, Currency and Commodities, to dissect the recent rate…
- Central banks talk tough · 18 min. · Episode 12It’s a big week for central banks, with the Federal Reserve, Bank of England and Bank of Japan all meeting. Karen and Hugh expect policymakers to talk tough as they seek to…
- What new prime minister Andy Burnham means for UK stocks · 17 min. · Episode 11This week Hugh was joined by another special guest – Callum Abbot, UK equity portfolio manager and Head of Systematic Active Core Strategies – to discuss last week’s earnings…
- Earnings season is here: What investors need to know · 16 min. · Episode 10In this week’s podcast, Hugh welcomed a special guest – Sam Witherow, Head of Global Equity Income Strategies – to tackle re-escalating tensions in the Middle East, the most…
- A true underdog story – European stocks · 17 min. · Episode 9In this week’s podcast, Karen and Hugh discuss what the market likes about last week’s US payrolls report and delve into why the surge in the DAX is feeding Karen’s optimism…
- Diversifying tech volatility · 15 min. · Episode 8With the market having a bit of a tech wobble last week, we talk about how to make sure portfolios aren’t too vulnerable to AI bumps. We also look ahead to US payrolls and what…
- Oil, the Fed and Starmer · 16 min. · Episode 7Another busy week ahead as investors continue to digest the outlook for oil prices and broader markets following prospects of a deal between the US and Iran. New Federal Reserve…
- What the US-Iran deal means for markets · 18 min. · Episode 6In this episode Karen is joined by Iain Stealey, International CIO, Global Fixed Income, Currency and Commodities, to discuss the deal between the US and Iran and explore why…
- Maybe the US is too hot for Kevin Warsh to handle: Inflation, interest rates and the Fed · 16 min. · Episode 5In this podcast, Karen and Hugh outline why the US payrolls report was looking a bit too hot last week and why this week’s inflation print will be critical ahead of the Fed…
- A goldilocks US jobs report expected · 15 min. · Episode 4While a concrete deal between the US and Iran remains elusive, the market is hopeful that the Strait will at least partially re-open while talks continue. Investors will also…
- Hopes of a deal in Iran calms bond markets · 16 min. · Episode 3In this week’s podcast Karen and Hugh discuss the latest developments in the negotiations between the US and Iran, some feedback from J. P. Morgan Asset Management’s global…
- Market jitters build · 15 min. · Episode 2In this week’s podcast Karen and Hugh discuss how markets are getting more jittery about a prolonged conflict in Iran, how the summit between Xi and Trump fits into the…
- Middle East, inflation and UK politics · 16 min. · Episode 1On this week’s podcast Karen and Hugh discuss whether markets are looking through the Middle East conflict, what higher oil prices might mean for US inflation due out this week…
- New Podcast launching 11 May: Markets Explained · 1 min.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…
