Inflation slowed across the globe in 2023, raising hopes of a soft landing. Looking ahead, will it decline further or will it prove to be sticky above central banks’ targets? Join Chief Economist Bruce Kasman and Senior Economist Nora Szentivanyi as they discuss the global inflation outlook for 2024.
This episode was recorded on January 11, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2024 JP Morgan Chase & Co. All rights reserved.

Research Recap | 2024 Global Inflation Outlook

“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.
 
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In this episode, host Rebecca Thornton and Charlie Post, Co-Head of Media & Communications M&A;, recap the key takeaways from J.P. Morgan’s 13th Annual Board Summit. From succession planning to AI, climate literacy and the 2024 election insights, discover what board directors are prioritizing for 2024 and beyond.
 
This episode was recorded on June 5, 2024. 
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. 
 
© 2024 JPMorgan Chase & Company. All rights reserved. 

What’s The Deal? | J.P. Morgan’s Board Summit: Takeaways for Directors in 2024

In this episode we hear from Jagadish Chalasani, lead structurer for CTA strategies at J.P. Morgan.  Jagadish runs through the benefits but also challenges of leveraging trend as an alpha strategy, and the means by which trend can be extended across regions, asset classes, time horizons and alternative signals – in order to diversify, enhance performance and ‘extend the trend’.  Jagadish is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.
 
Shownotes:
Trend-following in Alternative Markets with David Denison, Deputy CIO, Florin Court - here
The Evolution of Systematic Strategies, with Aspect Capital’s CEO (Part 1) - here
The Evolution of Systematic Strategies, with Aspect Capital’s CEO (Part 2) - here
To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence
This episode was recorded on June 3, 2024.
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.

Market Matters | Data Assets & Alpha Group: Extending the trend, with JP Morgan’s Lead CTA Structurer

Despite signs of an economic slowdown, nonfarm payrolls increased by 272,000 in May, far surpassing expectations. In this episode, Phoebe White, Head of US Inflation Strategy, and Mike Feroli, Chief US Economist, discuss insights from the May US employment report, future economic trends, the Fed's actions, and the impact of immigration policies on the economy. Tune in for expert analysis and forecasts.
This episode was recorded on June 7, 2024.​
This communication is provided for information purposes only. Please read JP Morgan research reports related to it’s contents for more information including important disclosures. Copyright 2024 JP Morgan Chase & Co. All rights reserved.

Research Recap | May Jobs Report Exceeds Expectations

Join host David Rawlings and Keith Canton, Head of Americas Equity Capital Markets, as they explore the resurgent IPO market in 2024. Discover key trends, from market participation to sector performance, and strategic considerations for companies going public. Learn about the crucial balance between profitability and growth, the importance of after-market performance, and how private equity and venture capital are adapting to the new landscape. 
 
This episode was recorded on May 8, 2024. 
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. 
© 2024 JPMorgan Chase & Company. All rights reserved. 

What’s The Deal? | IPO Comeback: What’s Driving the Uptick?

2024 is a watershed year for elections, with 77 contests across the globe. How will the possible outcomes shape the macro outlook, and what are the ramifications for trade, investment and foreign policy? Join Chair of Global Research Joyce Chang and Chief Economist Bruce Kasman as they discuss these implications and more. 
This episode was recorded on May 28, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to it’s contents for more information including important disclosures. Copyright 2024 JP Morgan Chase & Co. All rights reserved.

Research Recap | 2024 Global Inflation Outlook

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