Yesterday
Deals and discipline: What’s driving markets at mid-year?
Markets have powered through a volatile first half of 2026, despite geopolitical shocks, commodity swings, a more complex rates backdrop and increased scrutiny on the returns to AI and other growth investments. In this episode of J.P. Morgan’s Making Sense, Evan Junek, global hea ... Show More
22m 12s
Jul 28
Momentum vs. fundamentals in the AI trade: Insights from BlackRock
What's the right price for AI stocks? In this episode of Making Sense, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, speaks with Helen Jewell, International CIO of Fundamental Equities at BlackRock, about differentiating within the AI trade, and identify ... Show More
21m 21s
Jul 24
Sifting through shifts in Asia Pacific gold trading
Gold trading in APAC is evolving quickly, with record volumes, shifting participation and infrastructure upgrades reshaping liquidity and execution. In this episode of J.P. Morgan’s Making Sense, Khushil Nathoo from the FICC Market Structure & Liquidity Strategy team and Ravi Ram ... Show More
14m 12s
In this episode, Samantha Azzarello, head of Content Strategy, is joined by Jay Barry, head of Global Rates Strategy, chief U.S. economist Mike Feroli and Eben Peck from the Federal Government Relations team to discuss the latest developments surrounding the U.S. government shutdown. They explore the status of negotiations and the economic implications of th ... Show More
