
Analysts from J.P. Morgan Global Research take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.
| Publishes | Daily | Episodes | 100 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||

Arindam Sandilya, Junya Tanase, Patrick Locke and Octavia Popescu discuss the FX outlook in an action packed week of consequential G4 central bank meetings.
This podcast was recorded on 18 September 2026.
This communication is provided for informat... more
Since our last episode in early August, markets have faced a new wave of escalation in the Middle East, stressing commodity prices from energy to agriculture. To make matters even more complicated, the El Niño weather pattern is also in full swing. T... more
Rates strategists Jay Barry and Amanda Berke discuss recent moves in Treasuries, what we've learned from the September FOMC meeting, and implications for yields going forward.
Speakers:
Jay Barry, Head of Global Rates Strategy
Amanda Berke, US Rat... more
Speakers:
Stephen Dulake, Co-head of Fundamental research
Daniel Lamy, Head of European Credit Strategy Research
Gareth Davies, Head of European Corporate Credit Research
Nelson Jantzen, Head of US High Yield Bond & Leveraged Loan Strategy
Tarek... more
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I follow many JPM shows. The sound quality can be quite poor. Please have speakers use higher quality sound equipment. It can be quite difficult to hear speakers.
It is shocking that the almighty JP Morgan doesn't have money to invest in a decent studio or editing. The contents are pretty good, when you can hear them!!!!! Please put some money in new equipment or hire a competent sound editor. We can barely hear them sometimes. There are huge volume and clarity differences between the people talking. Good content, terrible sound quality.
It is shocking that the almighty JP Morgan doesn't have money to invest in a decent studio or interview procedures. The contents are pretty good, when you can hear them!!!!! Please put some money in new equipment. To be fair, it may not be your studio, but from the people that you interview. We can barely hear them sometimes. Take them to a studio!
Please invest in a better audio recording setup!
Sometimes hard to understand, needs to work on diction
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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Analyses from a JPMorgan Global Research cohort unpack macro themes driving markets, with a focus on fixed income, FX, commodities, and energy. Episodes frequently blend data-driven modeling with forward-looking commentary on policy shifts, central bank dynamics, geopolitical risks, and how events from energy prices to fiscal policy shape rates, currencies, and commodity markets. A standout pattern is the breadth of topics—ranging from Treasury funding and debt management to LNG, sanctions, and the carry trade—delivered through expert, cross-team discussions. The show often features senior strategists and researchers who translate complex market moves into actionable takeaways for institutional investors, asset managers, and corporate buyer... more
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Recent guests on At Any Rate include:
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2. Junya Tanase
3. Ikue Saito
4. Ayomide Mejabi
5. Frida Infante
6. Amanda Berke
7. Chris Hayward
8. Antonin Delair
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