Research · Cmorf1uajrno027cgd

Global Commodities: Right shock, wrong price

Oil prices extended losses this week as oil flows through Hormuz ramped up to over 50% of pre-war levels. Recent reported data also suggests that the market relied more on demand destruction, as opposed to inventories, for its rebalancing. This prompted us to reconsider our origi

US Rates: Life, Liberty, and the pursuit of hawkishness

J.P. Morgan Rates strategists Jay Barry and Liam Wash discuss the current rates outlook, risks to the view, and what we can glean from past episodes of Fed mid-cycle hiking campaigns. Speakers Jay Barry - Head of Global Rates Strategy Liam Wash – US Rates Strategi This podcast wa

Trade Zone - Expect more elbows, fewer handshakes, as CUSMA talks heat up

RBC Royal Bank https://click.website.rbc.com/?qs=ABB7InYiOjEsImQiOjQ5MTl9AAQAAAAAAMJ6P4joVDueHPdNmYxdnXNPpqC0T-Yo6aIOk8AkbBj9mMZjdDWSP-8ik9m3dQs77kdpjzzl2bGpft8ovbC4BBlw17mbF5eS View Online

EM Fixed Income: Mid-year outlook, amid a moving target backdrop

Anezka Christovova, Ben Ramsey and Tania Escobedo discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 26 June 2026. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not

Global FX: Mid-Year Outlook pushbacks, payrolls, CNY, GBP

This week, our Global FX Strategists respond to clients’ FAQs following mid-year outlook discussions. We also preview next week’s payrolls print for the dollar, and reflect on recent developments in CNY, GBP & CHF. Speakers Meera Chandan, Global FX Strategy Arindam Sandilya, Glob

How much further can the USD strengthen?

Lee Hardman, Senior Currency Analyst, and Henry Cook, Senior Economist, discuss what has been driving FX markets recently including UK political risk and diverging monetary policy expectations between Europe and the US. Will the USD continue to strengthen?