All into Account

All into Account: Catching up with Saad Siddiqui, Emerging Markets Strategist

Saad joins us to discuss why we’ve become more bullish on EM Fixed Income, recently upgrading EM local duration from UW to MW.
This podcast was recorded on August 19, 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at
https://www.jpmm.com/research/content/GPS-4177028-0
 
for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

All into Account: Catching up with Eric Beinstein, Head of US Credit Strategy

Eric joins us to discuss his latest credit market views given the recent rally.
 
This podcast was recorded on August 16, 2022.
This communication is provided for information purposes only. Institutional clients can view the related reports at
https://www.jpmm.com/research/content/GPS-4177276-0
https://www.jpmm.com/research/content/GPS-4178944-0
 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

All into Account: US fiscal outlook unsustainable, under any metric

During an insightful discussion with the Congressional Budget Office (CBO), J.P. Morgan Research contemplated the implications for the fiscal and debt trajectory from the CBO’s recently released long-term budget projections that extend through 2052. The current size of the primary deficit in the US is 2.3% of GDP and projected to rise to 3.9% in 2052, mainly due to demographics and mandatory outlays for healthcare and social security, raising concerns that the fiscal trajectory is unsustainable.
Joyce Chang, Chair of Global Research, is joined by Michael Feroli, Chief US Economist and Jan Loeys, Head of Long-term Strategy, to discuss the fiscal outlook.
Speakers:
Joyce Chang, Chair of Global Research
Jan Loeys, Head of Long-term Strategy
Michael Feroli, Chief US Economist
 
This podcast was recorded on August 9, 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4167923-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
 

All into Account: Catching up with Bram Kaplan, Head of Americas Equity Derivatives Research

Bram joins us to discuss what vol markets are telling us about the earnings season and also to discuss his Global ETF Handbook.
Speakers:
Thomas Salopek, Global Cross Asset Strategy
Bram Kaplan, Equity Derivatives Research
 
This podcast was recorded on August 2, 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4152075-0 and https://www.jpmm.com/research/content/GPS-4124769-0.pdf  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

All into Account: Catching up with Shikha Chaturvedi, Head of Global Natural Gas Strategy

Shikha walks us through different scenarios for global Natural Gas prices in light of recent developments with Nordstream.
 
Speakers:
Thomas Salopek, Global Cross Asset Strategy
Shikha Chaturvedi, Global Natural Gas Strategy
 
This podcast was recorded on July 29, 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4160856-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

All into Account: Catching up with Christyan Malek, Head of Global Energy Research

Christyan shares his latest views on the Energy Sector, in particular oil supply & demand assumptions and current valuations.
 
Speakers:
Thomas Salopek, Global Cross Asset Strategy
Christyan Malek, European Oil & Gas
 
This podcast was recorded on July 28, 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4154767-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

Cross Asset Strategy: Catching up with Phoebe White, head of US Inflation Strategy

Phoebe joins Tom to share her latest views on the CPI, TIPS breakevens, and real yields.
Speakers:
Thomas Salopek
Phoebe White
This podcast was recorded on July 21, 2022.
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4148175-0, www.jpmm.com/research/content/GPS-4148051-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

Introducing ”All into Account”

Welcome to All Into Account, a thematic cross-asset markets podcast led by Thomas Salopek, Head of Cross-Asset Strategy & Samantha Azzarello, Head of Content Strategy and Curation.
 
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.