In this episode, Eloise Goulder sits down with William Tuttle, part of the Global Engagement team at J.P. Morgan, to explore the evolving landscape of U.S. policy and its impact on global markets. From the rise of tariffs and their economic implications to the global race for AI dominance, the duo explore how the U.S. is shifting toward an age of transaction ... Show More
Jul 14
The rise, reach and rallying power of the retail investor in Asia
Retail participation in Asia is not just significant — in many markets, it’s dominant. In this episode of Making Sense, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, sits down with Clare Witts, head of APAC Equity Market Structure, to chart the rise of r ... Show More
16m 15s
Jul 7
The future of commerce: Why checkout matters most
The checkout has become one of the most important moments in the customer journey — where growth, customer experience and digital transformation converge. In this episode, Patricia Brolly, head of EMEA Merchant Acquiring Product, and Ciaran Walsh, head of Europe Corporate Sales a ... Show More
19m 14s
Mar 2025
How tariffs will impact the US economy
Goldman Sachs Research’s David Mericle, chief US economist, discusses the implications of tariff policies on inflation, growth, and monetary policy. This episode was recorded on March 10, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
19m 30s
Apr 2025
Unpacking policy uncertainty
This episode hosted by David Lebovitz features a discussion with Dr. David Kelly, chief global strategist at J.P. Morgan. It covers topics such as the economic outlook for 2025, the impact of U.S. immigration and trade policies, and potential fiscal and regulatory changes under t ... Show More
24m 11s