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Making Sense

Podcast Making Sense
J.P. Morgan
“Making Sense,” the podcast channel from J.P. Morgan’s Commercial & Investment Bank, brings you views and analysis from the Investment Banking, Markets and Rese...

Episodios disponibles

5 de 281
  • Debt Restructuring: Recent trends, insights and market dynamics
    In this episode, Amaury Guzman from J.P. Morgan's Leveraged Finance desk is joined by Dan Pombo, head of the Restructuring and Debt Advisory Practice at J.P. Morgan. Together, they explore the evolving landscape of debt restructuring, focusing on recent trends and challenges in the market. Learn more about the rise of out-of-court restructurings, the impact of permissive covenants, the shifting dynamics between loan and bond markets, and more.   This episode was recorded on February 10, 2025.   This material was prepared by certain personnel 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. © 2025 JPMorgan Chase & Company. All rights reserved.
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  • Trading Insights: Can US exceptionalism keep its shine?
    In this episode, the team delves into the risk and reward dynamics of U.S. equities compared to the rest of the world, following the recent comparative underperformance from the U.S. They discuss recent investor flows and positioning, and whether the recent underperformance in U.S. equities presents a “buy the dip” opportunity. They also touch on the macroeconomic environment, corporate earnings and geopolitical factors, assessing how these elements impact U.S. exceptionalism relative to Europe and the rest of the world. John Schlegel, head of Global Positioning Intelligence, and Ellen Wang, from the U.S. Market Intelligence team, are joined by Eloise Goulder, head of the wider Global Data Assets & Alpha Group. This episode was recorded on February 11, 2025. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. © 2025 JPMorgan Chase & Company. All rights reserved.
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  • 2025 e-Trading insights: What’s top of mind for institutional traders?
    In this episode, Patrick Whelan, head of FICC Digital Markets at J.P. Morgan, and Gergana Thiel, Global co-head of Macro Sales, delve into the latest insights from J.P. Morgan's annual e-Trading survey.     Discover the key themes and predictions shaping the future of trading, including the impact of inflation and tariffs, the role of AI and machine learning, and the importance of real-time data. Tune in on the evolving landscape of electronic trading, with 100% of survey respondents anticipating growth in this space, and gain insights on the significance of client connectivity, particularly in volatile markets.      Stay informed, stay connected, and prepare for the future of electronic trading with us.     Learn more about J.P. Morgan’s annual e-Trading survey: https://www.jpmorgan.com/markets/etrading-trends      This episode was recorded on January 30, 2025.    The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures  © 2025 JPMorgan Chase & Company. All rights reserved. 
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  • January jobs report: 'A pretty favorable picture overall'
    Join Mike Feroli, J.P. Morgan's chief U.S. Economist, and Lauren Brice, VP of U.S. Rates Sales, as they delve into the January jobs report. Discover key insights and implications for the labor market, including job growth trends, unemployment rate shifts and the impact of recent weather events. Lauren and Mike also discuss the potential effects of immigration policies and tariff developments on economic sentiment and inflation expectations. How might these factors influence the Fed's future actions? Tune in for an engaging analysis of the current economic landscape and what it means for the path ahead.    This episode was recorded on February 7, 2025.  This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.     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.  Copyright 2025, JPMorganChase & Co. All rights reserved. 
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  • From uncertainty to opportunity: The future of EMEA dealmaking
    Join host Louise Bennetts, head of J.P. Morgan's board advisory team in EMEA, as she delves into the European dealmaking outlook for 2025. In this insightful episode, Louise is joined by Conor Hillery, Deputy CEO and head of Investment Banking for EMEA, to explore the factors driving a resurgence in dealmaking across EMEA.   Despite the geopolitical and economic uncertainties of 2024, the dealmaking landscape has shown remarkable resilience. Conor shares his expert insights on the key drivers behind this trend, including improving economic confidence, a more favorable regulatory environment, and the normalization of debt financing markets. Discover how cross-border deals, private equity trends, and IPOs are shaping the future of EMEA transactions.   Tune in to understand the challenges and opportunities that lie ahead for companies in EMEA as they navigate a complex landscape of inflation concerns, global conflicts and competitions. Whether you're a corporate leader, investor, or simply interested in the dynamics of the EMEA markets, this episode offers valuable insights on how to seize opportunities in a rapidly evolving environment.   This episode was recorded on January 29, 2025.     This material was prepared by certain personnel 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.    © 2025 JPMorgan Chase & Company. All rights reserved.  
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“Making Sense,” the podcast channel from J.P. Morgan’s Commercial & Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy. Subscribe now for insights that will help you navigate the world we live in.
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