In this episode, the group dig into the YTD rally in global equities, looking at the extent to which it has been a pain trade, with shorts squeezing and popular ‘momentum’ equities underperforming. They then dive into their Global Signal from the Noise framework to assess equity signals from here. Eloise Goulder, Head of the Data Assets & Alpha Group, ... Show More
Nov 18
AI, policy and the future of US power trading
<p>The U.S. power market is undergoing a dramatic transformation, driven by the explosive growth of AI data centers and evolving priorities. Join Leland Price from the FICC Market Structure & Liquidity Strategy team and Chris Wu, Head of U.S. Power Trading, as they discuss th ... Show More
20m 14s
Nov 11
Trading Insights: Unpacking innovations in quantitative investment strategies (QIS)
<p>In this episode, Arnaud Jobert, co-head of Strategic Indices for Markets and Global Head of Equity Structuring, speaks with Eloise Goulder, head of the Data Assets & Alpha Group here at J.P. Morgan. They discuss the drivers of growth in the QIS business at J.P. Morgan, the ... Show More
19m 12s
Nov 7
Uncharted territory: Unpacking the longest government shutdown on record
<p style="margin: 0in; font-family: Aptos; font-size: 12.0pt;">As the U.S. government shutdown drags on, uncertainty continues to build for both investors and everyday Americans. In this episode of J.P. Morgan's Making Sense, Samantha Azzarello, head of Content Strategy, sits dow ... Show More
12m 47s
Mar 2024
Manufacturing data, Bitcoin slips back, Week ahead
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delive ... Show More
9m 43s