Luis Oganes, Jonny Goulden and Jahangir Aziz discuss the economic and fixed income market themes in their Emerging Markets outlook for 2026.
This podcast was recorded on 26 November 2025.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5136705-0 fo ... Show More
Yesterday
Global Rates 2026 Outlook
<p>J.P. Morgan’s global rates strategists discuss the 2026 outlook for developed markets, with discussions on rates, curves, swap spreads and volatility.</p>
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<p>Speakers:</p>
<p>Jay Barry, Head of Global Rates Strategy
Phoebe White, Head of US Inflation Strategy
Ipek Oz ... Show More
36m 52s
Nov 21
Global Commodities: Metals headed for even greater heights
<p>Greg Shearer shares J.P. Morgan’s outlook for base and precious metals in 2026. We retain our structural, multi-year bullish outlook for gold, seeing prices heading to $5,000/oz by 4Q26 as the long-term trend of official reserve and investor diversification into gold has furth ... Show More
13m 4s
Oct 2024
Global Data Pod Weekender: Forecasters love company
<p>The JPMorgan conference delivered a consensus around a Goldilocks macro scenario even as participants say US election outcomes look like a coin-toss. The risks of a blue versus red wave, and versus divided government lead to varied outcomes on growth, inflation, and the Fed. A ... Show More
34m 10s
Oct 20
Earnings season gets under way
US earnings season got started with some strong results from big banks, but markets have also been focused on emerging risks for some regional banks, says Deepak Puri, the Private Bank’s Chief Investment Officer for the Americas. “There have been two big delinquencies in recent d ... Show More
10m 35s
Sep 30
From geopolitics to rate cuts: What’s shaping commodities markets?
<p>In this episode, Greg Shearer, head of Base and Precious Metals Research, is joined by Natasha Kaneva, head of Global Commodities Research. Together, they dive into the key factors currently shaping commodities markets — from the evolving geopolitical landscape to the interest ... Show More
20m 35s
Oct 13
Stocks face an earnings “health check”
Just as people should get routine screenings from their doctors, the upcoming earnings season will provide a valuable “health check for the market,” says Christian Nolting, the Private Bank’s Global Chief Investment Officer. Analysts have recently cut their earnings forecasts, an ... Show More
9m 14s