At Any Rate

• US Rates – Everybody knows this is nowhere

  Rates strategists Jay Barry and Phoebe White discuss their latest views on the Treasury and TIPS market in the context of the January FOMC meeting minutes, debt management strategy commentary from Treasury Secretary Bessent, ongoing tariff headlines and rising survey-based inflation expectations.   Speakers: Jay Barry, Head of Global Rates Strategy Phoebe White,  Head of US Inflation Strategy    This podcast was recorded on February 21, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4915577-0, https://www.jpmm.com/research/content/GPS-4916770-0, https://www.jpmm.com/research/content/GPS-4916846-0, https://www.jpmm.com/research/content/GPS-4917624-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

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• Global FX: Fed, not trade, is weighing on the dollar

  Arindam Sandilya, Junya Tanase, and James Nelligan discuss the FX outlook amid cross-currents  of wavering tariff risk premium in the USD, European peace optimism and sharp moves in the JPY.   Speakers: Arindam Sandilya, Global FX Strategy Junya Tanase, Global FX Strategy James Nelligan, Global FX Strategy   This podcast was recorded on 21 February 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4915483-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.  

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  20:22
• Global Commodities: The Trump doctrine: 2025 a pivotal year for Iran with likely minimal impact on production

  The original JCPOA agreement is set to expire on October 18, 2025, raising the question of whether it makes sense to restore the JCPOA as it was envisioned in 2015 or to draft a new nuclear agreement, with both the US and Iran signaling willingness to negotiate. Economic transformation in the Gulf requires stability and GCC countries have engaged with Iran, reducing support for aggressive US policies. Rebounding US inflation may also influence policy priorities. We forecast Iranian crude production to remain flat at 3.1 mbd in 2025, unchanged from 2024 levels.   Speaker: Natasha Kaneva, Head of Global Commodities Research   This podcast was recorded on 21 February 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4906782-0 or more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

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  11:37
• Global Rates, EM & Economics: Q&A on European defence spending and Ukraine

  In this podcast Francis Diamond, Ravi Balakrishnan, Nicolaie Alexandru-Chidesciuc and Aditya Chordia discuss frequently asked client questions on increasing spending needs for defence and Ukraine reconstruction, European policy response options, various funding options on table, and the impact on sovereign issuance and markets. This podcast was recorded on 20 February 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4915753-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

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  31:14
• Global FX, Commodities and EM: Implications of Russia-Ukraine cease-fire

  Natasha Kaneva, Meera Chandan and Anezka Christovova discuss the potential of recent developments on commodities and FX markets.   This podcast was recorded on 14 February 2025. This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-4909040-0 https://www.jpmm.com/research/content/GPS-4906783-0 https://www.jpmm.com/research/content/GPS-4904380-0 https://www.jpmm.com/research/content/GPS-4893759-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.  

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  16:01

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