In this podcast, featuring a final interview with Chief China Economist Haibin Zhu, he shares invaluable lessons learned and offers insights into China’s outlook within the evolving global landscape. He notes the significant progress of the "Made in China 2025" initiative, which has propelled China from a follower to a leader across sectors. Haibin explores the strategic competition between the US and China and addresses China's economic growth trends, the housing market crackdown, and the three-arrow approach to economic challenges. Haibin also discusses the cautious approach to capital account liberalization amidst US-China strategic competition

Speakers: 

This episode was recorded on July 29, 2025

This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. Copyright 2025, J.P. Morgan Chase and Company. All rights reserved. 

This podcast was recorded on Jul 22, 2025.

This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-5027057-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.

This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.

In this podcast, J.P. Morgan Research analysts examine the resiliency in US home prices, despite slower growth and higher rates, and the commercial real estate crisis. They provide insight into the drivers behind the frozen housing market, the challenges facing homebuilders, and the evolving role of Fannie Mae and Freddie Mac amidst discussions of GSE privatization. The discussion delves into the impact of tariff and immigration policies, particularly on the High Yield housing sector.

Speakers:

Joyce Chang, Chair of Global Research

John Sim, Head of Securitized Products Research

Michael Rehaut, Head of U.S. Homebuilding & Building Products Equity Research

Anthony Paolone, Co-Head of REITs & Real Estate Services Equity Research

Chong Sin, Securitized Products Research

Nick Maciunas, Head of Agency MBS Research

Arjun Chandar, North America Corporate Credit Research

This podcast was recorded on July 3, 2025.

In this podcast, J.P. Morgan Research analysts highlight emerging signs of relief in the housing affordability crisis across China, Japan, and the UK. The discussion focuses on whether we are approaching a bottom in China’s housing prices and additional policy support. There are concerns about leverage and the rise in property prices in Japan as the BOJ pursues policy normalization, while the UK housing market has seen an abundance of supply-side reforms from the Government to support homeownership.

Speakers:

Mohammed Hossain, Strategic Research

Haibin Zhu, Chief China Economist

Ayako Fujita, Chief Economist for Japan

Zaim Beekawa, European Building & Construction and Infrastructure Equity Research

This podcast was recorded on July 3, 2025.

In this podcast, J.P. Morgan Research analysts discuss housing affordability with key insights from the JPMorganChase Institute (JPMCI). Building on a decade of research, the Institute has provided a comprehensive understanding of how consumers purchase homes, navigate recent surges in home prices, and accumulate wealth.

The current housing market is redefining economic opportunities in the US, influencing how Americans live, spend, and plan for their future. Research analysts explore the impact of the housing affordability crisis on different population segments, emerging disparities, and the challenges faced by policymakers.

Speakers:

Joyce Chang, Chair of Global Research

Makada Henry Nickie, Housing Finance Research Director, JPMorganChase Institute

George Eckerd, Research Director for Wealth and Markets, JPMorganChase Institute

Abiel Reinhart, US Economic Research

This podcast was recorded on July 1, 2025.

In this All Into Account podcast Joyce Chang, Chair of Global Research and Jan Loeys, Long-term Strategist discuss the following topics:

Regime shifts that are not yet reflected in asset prices and implications for strategic asset allocation 

Current dynamics of longevity, retirement savings and investment 

Lessons learned and final advice 

Speakers 

Jan Loeys retired from JPMorgan this month after an impressive 40 year career that included numerous senior research roles, including Head of Market Research, Chief Bond Strategist in London, and Chief Investment Strategist in New York. In 2018, at the age of 65, Jan transitioned from tactical strategy to a new challenge with the launch of The Long-Term Strategist, advising investors on strategic asset allocations with a long-term perspective. Prior to joining JPMorgan, Jan taught finance and economics at UCLA, the Wharton School, NYU, and Fordham University, and was Senior Economist at the Federal Reserve Bank of Philadelphia.

Related Research

The Best of The Long-term Strategist, Joyce Chang, Jan Loeys and Alexander Wise, 16 June 2025

This podcast was recorded on June 9, 2025. 

In this podcast Joyce Chang, Chair of Global Research is joined by Virginia Martin Heriz, JX Hecker and Paul Xu in J.P. Morgan’s ESG Research team to discuss the current landscape dictating the future of ESG, including the political backdrop under Trump 2.0, geopolitical risks, the US-China strategic competition and the rising energy demands from data center expansion to fuel the AI revolution, as forces that are reshaping the supply chain and energy demand.

J.P. Morgan Speakers:

This podcast was recorded on 15 January 2025.

This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

As geopolitical dynamics shift, we explore the potential impacts on oil markets, considering both the immediate risks and the broader implications for global energy stability.

Featured in this podcast is Amy Ho. As the new world order fosters regionalization and new alliances, we explore the implications for globalization, industrial policies, and shifting international trade dynamics.

This podcast was recorded on Nov 18, 2024.

This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved.

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 https://www.jpmm.com/research/content/GPS-4800176-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.