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
Today
One Year In: Advancing Economic Security and Resiliency
One year of advancing economic security and resiliency. And we're just getting started. As the Security and Resiliency Initiative marks its first anniversary, Doug Petno, co-president of JPMorganChase and CEO of the Commercial & Investment Bank, and Jay Horine, global head of the ... Show More
12m 38s
Oct 13
Blackstone on hedge funds: Why multi-strats are back
Multi-strategy hedge funds are drawing fresh attention as investors reassess traditional 60/40 portfolios amid higher stock–bond correlations. In this second conversation with Blackstone, Kumar Panja, EMEA head of Capital Advisory Group at J.P. Morgan, sits down with Joe Dowling, ... Show More
21m 38s
Oct 2
September jobs report: "When the risks are two-sided, you're in good position"
Payrolls came in lower than expected in the September jobs report, but topline numbers may not tell the whole story. In this episode of Making Sense, Alexa Hanelin of the Rates team sits down with Michael Feroli, J.P. Morgan's chief U.S. economist, to give a read on the print, un ... Show More
9m 12s
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