All into Account

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.

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.

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.

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.

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.