Market Matters

Energy prices are up around 75% year to date — and they’re likely to become even more volatile. Jay Horine, Global Head of Energy, Power and Renewables at J.P. Morgan, and Evan Junek, a Managing Director in J.P. Morgan's Corporate Finance Advisory group, discuss the factors impacting the energy sector today. Topics include the dynamics of commodity pricing, how corporates are adapting to these uncertain times and where strategic growth opportunities lie. This episode was recorded on July 27, 2022. This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity. © 2022 JPMorgan

Global shareholder activism has returned to pre-pandemic levels, with significant activity happening behind the scenes in 2022. This podcast reflects on global trends and strategies for boards and management, covering market volatility, high interest rate environment, ESG proposals, M&A deals, special purpose vehicle structuring, defense preparedness and more.   J.P. Morgan experts lead this discussion: David Freedman, Global Head of Shareholder Engagement and M&A Capital Markets; Alfredo Porretti, Head of Shareholder Engagement and M&A Capital Markets for North America; and Darren Novak, Head of Shareholder Engagement and M&A Capital Markets for EMEA.  This episode was recorded on July 22, 2022. This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrum

In this episode Edwina Lowe, Product Specialist within the Data Assets & Alpha Group, interviews Eloise Goulder, Head of the Data Assets & Alpha Group, on what proprietary JP Morgan data sets current say about market conditions. The podcast touches on current equity signals ‘Signal from the Noise’, the recent role of the retail investor ‘Through the Retail Lens’ and how data from the 1970s can be helpful today ‘Strategic Index Fundamental Toolkit’. As this is the first Data Assets & Alpha Group podcast with team Head, Eloise Goulder, as interviewee, the podcast also runs through the mandate of the Data Assets & Alpha Group, the rationale for creating a proprietary data-driven insights, and the goal of reducing behavioral biases in the investment process. This episode was recorded on July 25, 2022. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Depa

In this episode of the Data Assets & Alpha Group podcast series, Eloise Goulder, Head of Data Assets & Alpha Group, is joined by John Schlegel, Head of Positioning Intelligence. The pair assess equity positioning leveraging Hedge Fund flows data from the JPM Prime business, plus data from the Retail investor, CTAs and ETFs. The pair focus on the extent of a positioning unwind, performance, exposure & leverage and Growth vs. Value factor tilts. They tie this analysis to the team’s Tactical Positioning Monitor and discuss implications for equity markets. This episode was recorded on July 11, 2022.  The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors o

In this episode of the Data Assets & Alpha Group podcast series, Eloise Goulder, Head of Data Assets & Alpha Group, is joined by Andrew Tyler, Head of US Market Intelligence, to assess the risk/reward in US equity markets ahead of a number of macro catalysts through July, including Q2 corporate earnings, June US CPI and the next Fed rates decision. The pair explore the drivers behind recent market volatility, the extent to which the market is pricing in weaker macro growth and/or corporate earnings, implications for the Fed’s tightening path, and the sectors which could stand to outperform in the second half of the year. This episode was recorded on June 27, 2022.  The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This

The recent market movements are driving issuers and investors to reassess their financing needs from a capital markets perspective. Kevin Foley, Global Head of Debt Capital Markets unpacks liability structures, market pricing, capital raising strategies and more, as interviewed by Stephen Dulake, Global Head of Credit, Securitized Product and Public Finance Research. This episode was recorded on June 23, 2022. This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity. © 2022 JPMorgan Chase & Company. All rights reserved.

In this inaugural episode of the Data Assets & Alpha Group podcast series, Eloise Goulder, Head of Data Assets & Alpha Group, is joined by Krupa Patel, Head of International Market Intelligence, to assess the near-term risk-reward for equities through the lens of high-frequency trading data and proprietary signals from J.P. Morgan’s markets business.  The pair focus their attention on European and Asian markets in particular, given a number of pertinent themes currently playing out in the regions, including an evolving ECB policy, China re-opening and Japanese yen weakness. This episode was recorded on June 13, 2022.  The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and profes

Rama Variankaval, our Global Head of Corporate Finance Advisory and Center for Carbon Transition, talks with Fernando Rivas, Head of North America Investment Banking. They unpack the current market environment covering Fed’s quantitative tightening, recessionary risks and more. Rama and Fernando also explore the potential opportunities for corporates from M&A to capital structure strategies to build better and stronger companies in these volatile times. This episode was recorded on June 8, 2022. This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity. Copyright 202

Unveiling our new podcast channel which will bring you regular episodes from J.P. Morgan’s Corporate & Investment Bank. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.

Later this month, we’ll move our show to a newly created channel called "Making Sense" by J.P. Morgan, where we’ll continue the conversation with our executives across the firm and global business leaders. If you’re a current subscriber of What’s the Deal, be sure to head over to "Making Sense" and subscribe today to catch the latest episodes from J.P. Morgan’s Corporate and Investment Bank. This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity. Copyright 2022 JPMorgan Chase & Company. All rights reserved.

Later this month, we will change our show name to "Making Sense", where you can still listen to future episodes of our show as well as other podcasts produced by the Corporate and Investment Bank. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.  

In part II of this podcast, Rama Variankaval dives deeper into current market trends, including Fed rate increases, quantitative tightening and carbon transitioning, and how they are influencing corporate decision making. This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity. Copyright 2022 JPMorgan Chase & Company. All rights reserved.

In part I of this podcast, Rama Variankaval, global head of J.P. Morgan’s Corporate Finance Advisory and Center for Carbon Transition, shares his views on how geopolitical conflicts, climate change and inflation are impacting corporate strategies. This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity. Copyright 2022 JPMorgan Chase & Company. All rights reserved.

In part II of this podcast, Huw Richards and Tyrone Lobban further explore blockchain, digging into NFTs, metaverse and decentralized autonomous organization (DAO), and how these applications are transforming global business. This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity. Copyright 2022 JPMorgan Chase & Company. All rights reserved.

In part I of this podcast, our host Huw Richards is joined by Tyrone Lobban, head of Blockchain Launch, Onyx by J.P. Morgan, to discuss how blockchain technology, smart contracts, tokenization and network creation are impacting global businesses today. This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity. Copyright 2022 JPMorgan Chase & Company. All rights reserved.

In advance of the final implementation phase of UMR, this episode discusses how the industry is evolving beyond regulatory compliance and towards efficient resource management, highlights how the industry has adapted to date and best practices that buy side firms have developed through the cycle. This episode was recorded on April 6, 2022.  This podcast is intended for institutional clients only. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit ww

In this podcast episode, Kumar Panja, head of J.P. Morgan’s EMEA Capital Advisory Group discusses applying machine learning to aspects of ESG, SDG and Natural Language Processing with three experts. Amir Amel-Zadeh, an associate professor of accounting at the side business school at the University of Oxford, George Mussalli, CIO of equity investments at PanAgora Asset Management and Michael Weinberg, who is a managing director and head of hedge funds and alternative alpha at APG.   The views in this podcast do not necessarily reflect the views of JPMorgan Chase & Co. or its affiliates. This communication is provided for information purposes only. JPMorgan Chase & Co. or its affiliates (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. For additional disclaimers and regulatory disclosures, please consult: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.   Th

Join us to hear about the latest on LIBOR transition as the Secured Overnight Financing Rate overtakes USD LIBOR traded volume for the first time. We discuss all the key areas Firms should be aware of as we look ahead to USD LIBOR cessation on 30 June, 2023. This podcast was recorded on March 11, 2021.  The views in this podcast do not necessarily reflect the views of JPMorgan Chase and Co or its affiliates. Collectively JP Morgan. This communication is provided for information purposes only. JP Morgan normally makes a market and trades as principal insecurities, other financial products and other asset classes that may be discussed in this for additional disclaimers and regulatory disclosures. For additional disclaimers and regulatory disclosures, please consult: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.  For further information about benchmark reform and the transition away from LIBOR, please visit https://www.jpmorgan.com/global/markets/libor-sofr.

How can the global food system help address climate change and broader environmental sustainability? Moderator Huw Richards dives into this topic with Erik Oken, former Global Chairman of J.P. Morgan's Investment Bank. This conversation is one of several ways we’re supporting the transition to a lower carbon, more sustainable economy. Listen now. This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity. Copyright 2022 JPMorgan Chase & Company. All rights reserved.  

It seems automation has seeped into many aspects of our daily lives – from the ways we communicate, to the ways we shop and travel – but how have financial markets embraced these efficiencies? Kate Finlayson, Global Head of FICC Market Structure sits down with Chi Nzelu, Global Head of Macro eTrading and Andreas Koukorinis, Global Head of Credit eTrading, on the drivers behind electronic trading across FX, Rates, Commodities and Credit. This episode was recorded on March 17, 2022.  The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in se