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Sep 2025
18m 22s

The data center surge: Building the back...

J.P. Morgan
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Jan 27
Rally or retreat: What‘s next for US equities?
Earnings season has kicked off, with the Magnificent Seven set to report over the next few weeks. What does the future hold for U.S. equities after their recent underperformance? Hear from John Schlegel, J.P. Morgan’s global head of Positioning Intelligence, and Andrew Tyler, glo ... Show More
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Jan 21
What’s the outlook for credit financing in 2026?
How are investors navigating tighter credit spreads and a surge in loan trading activity? In this episode, Brian LaRocca, head of Vida Portfolio Solutions (Americas), and Lou Cerrotta, head of Liquid Credit Financing, unpack the latest trends in loan and bond total return swaps ( ... Show More
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Jan 13
How events in Venezuela could reshape global commodities
Recent events in Venezuela have so far had limited immediate impact on global commodity markets — but the longer-term implications could be significant, especially if Western investment returns to the country. In this episode, analysts from J.P. Morgan Global Research explore the ... Show More
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