Cocoa prices have soared to an all-time high due to a global supply shortage. What’s the impact on chocolate makers, and what are they doing to adapt? Here, Ken Goldman, Lead Equity Research Analyst for U.S. Food Producers and Food Retailers, and Celine Pannuti, Head of European Staples and Beverages, share their thoughts with Shirley Wang, a credit analyst ... Show More
Mar 13
Examining the AI value chain with Horizon Global Partners
In this episode of J.P. Morgan's Making Sense, Fawaz Chaudhry, CIO of Horizon Global Partners (the equity thematic team at Fulcrum Asset Management) sits down with Eloise Goulder, head of the Data Assets and Alpha Group. They unpack why value is shifting from software to chips — ... Show More
27m 16s
Mar 11
How are geopolitics and AI trends impacting leveraged finance?
In this Making Sense episode, host Amaury Guzman is joined by Kevin Foley, global head of Capital Markets, and Tarek Hamid, head of North American Credit Research & Strategy, to unpack takeaways from J.P. Morgan’s 31st annual Global Leveraged Finance Conference in Miami. The trio ... Show More
17m 34s
Mar 10
From stalling home prices to new reforms: Will U.S. housing activity pick up?
In this episode of Making Sense, Anthony Paolone, co-head of U.S. Real Estate Stock Research, and John Sim, head of Securitized Products Research, offer their take on the U.S. housing market. They examine current supply-demand dynamics, regional price trends and mortgage rates, w ... Show More
16m 43s
Oct 2019
Retail roundup, Online Advertising, and Coca-Cola’s Latest Buzz
Netflix reports strong international growth but shares slip on slowing domestic growth. UnitedHealth rises on healthy earnings. And Coca-Cola serves up big revenues thanks to zero-sugar sodas and Coca-Cola Plus Coffee. Motley Fool analysts Andy Cross, Emily Flippen, and Jason Mos ... Show More
42m 8s
Feb 2024
Cacao, l'ascension fulgurante des prix continue sur fond de récolte en berne
Sur le marché du cacao, les cours flirtent désormais avec les 6 000 dollars la tonne à la Bourse de New York et illustrent les baisses de production chez les deux géants d'Afrique de l'Ouest, Ghana et Côte d'Ivoire. Aucun chiffre officiel de production n'est pour l'instant avancé ... Show More
1m 47s
Oct 2023
Bittersweet. Exporting cacao beans for a living (S7 - Ep2)
Cocoa is an important export crop for West African countries. Yet, many of the smallholder cocoa farmers struggle to earn a decent livelihood. Assata Doumbia, president of the ECAM cooperative in Côte d'Ivoire, applies a mix of strategies to obtain higher and more predictable inc ... Show More
19m 19s
Aug 2021
Fed Chair Powell and Inflation Watch, Challenges for The Reopening Trade, The FDA and a Third Booster Shot, More Companies Revise Return to Work Plans, Micron As a "Red" Chip, Credit Card Spending Data Airlines Don't Want to Hear, and What to Expect From Disney Earnings
The morning after the Dow and S&P 500 posted record closing highs, Carl Quintanilla, Jim Cramer and David Faber led of the show with new wholesale inflation data: Producer prices for July coming in hotter than expected, rising one percent from the previous month and up 7.8-percen ... Show More
43m 28s