Making Sense

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 at J.P. Morgan Payments, explore why the checkout has evolved from an operational necessity into a strategic growth engine. They discuss how businesses can reduce friction, localize payment experiences, leverage data and AI, as well as balance innovation with security to drive conversion and scale across EMEA’s diverse markets.

 

 

This episode was recorded on May 26, 2026.

 

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So far, 2026 has been a year defined by big market moves, shifting expectations for inflation and policy, and persistent geopolitical headwinds. This episode of J.P. Morgan’s Making Sense offers a global check-in: what’s held up so far, what have been the biggest surprises and what matters most for the second half of the year. Join Samantha Azzarello, head of Content Strategy, and other analysts from across J.P. Morgan Global Research as they explore what could drive markets — from equities and rates to FX and commodities — in the months ahead.

 

In this episode, we hear from:

 

Bruce Kasman, chief global economist - 2:02

 

Jay Barry, head of Global Rates Strategy - 5:04

 

Ben Ramsey, head of Emerging Markets Sovereign Credit Strategy - 12:35

 

Mislav Matejka, head of International Equity Strategy - 20:00

 

Stephen Dulake, co-head of Global Fundamental Research - 24:13

 

Meera Chandan, co-head of Global FX Strategy - 30:42

 

Greg Shearer, head of Base and Precious Metals Strategy - 35:38

 

Fabio Bassi, head of Cross-Asset Strategy - 40:17

 

This episode was recorded between June 15 - June 24, 2026. 


This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.

© 2026, JPMorganChase & Co. All rights reserved.

Despite ongoing macro uncertainty, healthcare dealmaking shows no signs of slowing. In this mid-year outlook episode, host Haley Trethaway sits down with Jerry Lee and Nick Richitt, global co-heads of Healthcare Investment Banking at J.P. Morgan, to take stock of the industry’s health. Together, they unpack five themes redefining the healthcare landscape, from biotech’s supercycle to supply chain resiliency and the surge in cross-border M&A. What should investors watch in the second half of the year? 

 

Read the full article here: https://www.jpmorgan.com/insights/banking/investment-banking/healthcare-mid-year-outlook 

 

This episode was recorded on June 16, 2026.

 

This material was prepared by certain personnel of the investment banking group of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity. 

© 2026 JPMorgan Chase & Company. All rights reserved.

2026 has been defined by big market moves, shifting expectations for inflation and policy, and persistent geopolitical headwinds. Next week, analysts from across J.P. Morgan Global Research will deliver a global check-in on what’s held up, what have been the biggest surprises and what matters most for the second half — across equities, rates, FX, commodities and more.

 

Tune in on Monday, June 29, for the full episode.

AI is transforming global economies and revolutionizing industries. In this episode of Security and Resiliency in Action, Kristina Nilsson, global co-head of AI Investment Banking, and Justin Krauss, Security and Resiliency Initiative lead for Defense Tech and Innovation Economy, discuss why prioritizing strategic technology is critical.

 

This material was prepared by certain personnel at the Investment Banking Group of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide, and not the firm's research department. It is for informational purposes only. It is not intended as an offer or solicitation for the purchase, sale, or tender of any financial instrument and does not constitute a commitment, undertaking offer, or solicitation by any JP Morgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.

Copyright 2026, JPMorgan Chase & Co., all rights reserved.