All into Account

Oct 09 2024 100 ep. 12 mins 20

All into Account Podcast artwork

Thought leaders from J.P. Morgan Global Research discuss cross asset investing and highlight key trends impacting financial markets.

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All Into Account: Changing demographics and markets

Oct 09 2024 24 mins

Demography is destiny and thus a critical consideration for the long-term investor. What are the long-term trends and how will they affect markets? Speakers: Jan Loeys, Long-term Strategy Alexander Wise, Long-term Strategy This podcast was recorded on 9 October 2024. This communication is provided for information purposes only. Institutional clients can view the related report at

All Into Account: Cross Asset Strategy: “View on ECB and European duration as macro picture shifts” with Fabio Bassi, Head of International Rates Strategy

Oct 02 2024 12 mins

Fabio Bassi joins us to discuss ECB outlook and duration views. Idiosyncratic macro dynamic came to the forefront of rates markets this week with a notable outperformance of EUR rates in a bull steepening move, driven by weak Euro area flash PMI for September and selective inflation data in France and Spain. Higher conviction in the broad disinflation process in the Euro area and d

All into Account: Cross Asset Strategy: “Japanese Stocks and JPY: what’s next after the BoJ and FOMC?” with Rie Nishihara, Head of Japan Equity Strategy and Junya Tanase, Chief Japan FX Strategist

Sep 26 2024 26 mins

Speakers:Thomas Salopek, Global Cross Asset StrategyRie Nishihara, Head of Japan Equity StrategyJunya Tanase, Chief Japan FX Strategist This podcast was recorded on Sept 25, 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4797455-0 and https://www.jpmm.com/research/c

All into Account: “Comparing US and Europe High Yield and Leveraged Credit” with Daniel Lamy, Head of Europe Credit Strategy, and Nelson Jantzen, Head of US High Yield and Leveraged Loan Strategy

Sep 12 2024 15 mins

Daniel and Nelson join us to break down the differences between the European and US High Yield and Leveraged Loan markets, aka comparing apples and oranges. We do a thorough comparison of the asset class universes in terms of ratings and industry composition, and how this has played out in terms of spreads and returns. Speakers: Thomas Salopek, Global Cross Asset Strategy Daniel

All into Account: Technical Strategy – Weak risky market seasonality sets markets up for a test of critical support

Sep 11 2024 20 mins

Jason Hunter discusses bearish Sep-Oct equity seasonality, critical chart support for the semiconductor group, and the potential that the spring-summer price action marks a large top pattern on the heels of the 2022-2024 bull market. He also highlights the 2s/5s yield curve longer-term base pattern breakout and the prospects for a steepening trend acceleration. Speakers: Jason Hu

PODCAST - Beyond the Surface: Indian Equity Market – Resilience and cautious optimism

Sep 09 2024 9 mins

Featured in this podcast is Rajiv Batra. The Indian Equity Market has remained resilient in the face of volatility in global markets. As such, we discuss how the Indian markets are positioned and what are the opportunities and challenges that lie ahead. This podcast was recorded on Aug 29, 2024. This communication is provided for information purposes only. Institutional clients can

All into Account: Technical Strategy – Sharp risk-off seems to be more position-driven and technical than fundamental at this point

Jul 26 2024 24 mins

Jason Hunter discusses the sharp July trends across fixed income, currency, equity, and commodity markets. While they look more technical and position-driven at the moment, the late-cycle signals coming from cross-market relationships and lower-frequency pattern development suggests the summer shifts can mark the start of something more durable. Speakers: Jason Hunter, Head of Te

Equity Strategy: July Chartbook

Jul 01 2024 2 mins

Speaker: Mislav Matejka, CFA, Head of Global Equity Strategy SPW, an equal-weighted S&P500 index, has stalled since March, and is behind SPX so far this year by more than 10%. We think this is reflecting a changing Growth-Policy narrative vs early 2024. Entering this year, investor expectations were for a Goldilocks outcome – growth acceleration and at the same time quick Fed

Equity Strategy: When will Eurozone equities be able to move on?

Jun 24 2024 2 mins

Speaker: Mislav Matejka, CFA, Head of Global Equity Strategy After meaningfully lagging the US in 2nd half of last year, Eurozone equities showed some relative stabilization in Q1/Q2, before breaking lower most recently on a spike in French political uncertainty. We have closed the UW on Eurozone vs the US in Q1, driven by the improving Growth - Policy tradeoff in the region, but w

All into Account: ‘French Elections update and the view on European Rates,’ with Raphael Brun-Aguerre, European Economist and Aditya Chordia, European Rates Strategist

Jun 21 2024 19 mins

Raphael joins us to provide an overview of the French political developments and their potential impact on the economy. Aditya provides an update of his scenarios for European rates markets and how to position for duration, as we consider whether this situation is idiosyncratic to France or broadening to other Euro sovereign spreads. Speakers:Thomas Salopek, Head of Global Cross As