At Any Rate

• Global Rates: Trick or Treating with Central Banks

  Ipek Ozil and Khagendra Gupta discuss the recent and upcoming central bank developments as well as their impact on derivatives markets.   Speakers:  Ipek Ozil, Head of US Interest Rate Derivatives Strategy Khagendra Gupta, Head of European Interest Rate Derivatives Strategy   This podcast was recorded on 31 October 2025. This communication is provided for information purposes only. Institutional clients can view the related report at  https://www.jpmm.com/research/content/GPS-5118629-0 and https://www.jpmm.com/research/content/GPS-5119964-0 for more information; 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.  

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• Global FX: Hawkish Fed & dovish BoJ force a Yen forecast rethink

  This week, our Global FX Strategists discuss whether the hawkish Fed surprise changes the outlook for the dollar, how we’re thinking about USD/JPY forecasts after a dovish BoJ meeting, and whether recent political events in Asia moves the needle for G10 & EM FX.   Speakers Arindam Sandilya, Global FX Strategy Patrick Locke, Global FX Strategy ​Junya Tanase, Japan Markets Research   This podcast was recorded on 31 October 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5121407-0 for more information; 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.    

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• Global Commodities: China’s LNG demand to peak in early 2030s

  China’s gas market has seen robust demand growth, matched with domestic production growth and rising Russian pipeline flows, leading to our conclusion that LNG demand will peak in 2032. However this doesn’t diminish China’s role in the global LNG market. With extensive regasification infrastructure, rising storage capacity, a diverse LNG contract portfolio, and multiple supply sources, China is positioned to potentially transition from a pure LNG importer to a global trader, gaining greater flexibility and optionality.   Speakers:   Natasha Kaneva, Head of Global Commodities Research Otar Dgebuadze, Natural Gas Research   This podcast was recorded on October 31, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5110171-0 for more information; 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.

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• EM Fixed Income: Not spooked yet

  Jonny Goulden, Anezka Christovova and Ben Ramsey discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 30 October 2025. © 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.

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• Asia Cross Asset Podcast: From Abenomics to ‘Sanae-nomics’ - What to expect for Japan policies, markets and the Yen

  Featured in this podcast are Ayako Fujita, Rie Nishihara, Junya Tanase and Arindam Sandilya discuss the outlook for Japanese macro and markets in the wake of Sanae Takaichi’s assuming office as PM and ahead of the upcoming October BoJ MPM This podcast was recorded on Oct 27, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-5097313-0, https://jpmorganmarkets.com/research/content/GPS-5102873-0, https://jpmorganmarkets.com/research/content/GPS-5107290-0, https://jpmorganmarkets.com/research/content/GPS-5111360-0 and https://jpmorganmarkets.com/research/content/GPS-5112300-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.

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