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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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Avsnitt

27 avsnitt

  1. Will US macro data move the market more than the midterms this week? 14:42
  2. What to watch as earnings season enters full swing 15:50
  3. France and tech are feeling the bite of bonds 15:13
  4. Will earnings be a tailwind for stocks again? 16:28
  5. Jobs soft, oil flows improving but the bond market is still not happy 17:29
  6. Oil up, bond yields up, yet equities up too 17:06
  7. The bond market is judge, jury and (sometimes) executioner 19:11
  8. Oil, inflation, and unhappy bond markets 15:38
  9. Will the Budget walk the walk? 13:59
  10. Why bond yields are rising 15:20
  11. Bond intervention 15:03
  12. A global earnings knockout 12:51
  13. It’s a good time to invest 17:18
  14. Where is the interest rate outlook mispriced by markets? 19:21
  15. Central banks talk tough 18:01
  16. What new prime minister Andy Burnham means for UK stocks 17:25
  17. Earnings season is here: What investors need to know 15:52
  18. A true underdog story – European stocks 16:31
  19. Diversifying tech volatility 15:14
  20. Oil, the Fed and Starmer 15:30
  21. What the US-Iran deal means for markets 17:58
  22. Maybe the US is too hot for Kevin Warsh to handle: Inflation, interest rates and the Fed 16:02
  23. A goldilocks US jobs report expected 14:41
  24. Hopes of a deal in Iran calms bond markets 15:54
  25. Market jitters build 14:46
  26. Middle East, inflation and UK politics 15:32
  27. New Podcast launching 11 May: Markets Explained 0:20