PODCAST · business
All into Account
by J.P. Morgan Global Research
Thought leaders from J.P. Morgan Global Research discuss cross asset investing and highlight key trends impacting financial markets.
Episodes
-
All Into Account: No Quick Fix for US Housing Affordability - Affordability Challenges are Reshaping Markets
Housing affordability remains the most enduring post-pandemic challenge to the cost of living. The supply-demand imbalances remain the binding constraint, but the drivers of the housing affordability crisis are broadening. In this latest All into Account podcast episode featuring J.P. Morgan...
-
All into Account - Toward a New Economic Growth Model for China: IMF Perspectives on Advancing China’s Reforms
In this latest All into Account podcast episode, we are pleased to feature Krishna Srinivasan, Director of the Asia and Pacific Department at the International Monetary Fund (IMF), who helps us dive into the IMF’s latest book “Toward a New Economic Growth Model for China”. We discuss why China’s...
-
All into Account - US Midterms: Momentum Shifts Left
With the US midterm elections approaching, we’re pleased to feature two leading political and policy experts, Charles Myers, Chairman and Founder of Signum Global Advisors, and Frank Kelly, Founder and Managing Partner of Fulcrum Macro Advisors. In this latest All into Account podcast episode, we...
-
Shifting Market Structure Beneath the Calm - IMF’s Tobias Adrian on a Decade of Global Financial Stability
Tobias Adrian shares lessons learned from his tenure as Financial Counsellor and Director of the IMF’s Monetary and Capital Markets Department, a role he assumed from January 2017 to August 31, 2026. Tobias led the IMF’s work on capital markets, financial sector surveillance, monetary and...
-
All into Account: Strait Risk to Market Risk: V-Shaped Rebound, Narrow Runway
In this episode, Joyce Chang, Chair of Global Research, joins Petya Koeva Brooks (IMF) and Ayhan Kose (World Bank) to discuss their midyear outlooks that touch on competing forces—downside risks from energy security pressures, higher fiscal costs, and higher-for-longer rates vs. upside potential...
-
AI in Asset Allocation
Speakers: Thomas Salopek Shizuka Suga This podcast was recorded on 8 July 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This...
-
All into Account: How to win a Trade War
In this episode, Joyce Chang, Chair of Global Research, is joined by Chad Bown of the Peterson Institute for International Economics to discuss his new book, How to Win a Trade War: An Optimistic Guide to an Anxious Global Economy, and what “winning” means in a world where trade wars are...
-
From Barrels to Ballots: Middle East and Midterm Elections
In this episode we are pleased to feature two expert guest speakers: Mike Singh, who is Managing Director and a senior fellow at The Washington Institute and former senior director for Middle East Affairs at the National Security Council and Daniel Silverberg, who is a Partner at Capstone and...
-
All into Account: What to Watch for at the Trump-Xi Summit
In this episode, we take a closer look at what to watch for in the upcoming Trump-Xi summit, which will be the first U.S. presidential visit to Beijing in nearly nine years, including what realistic deliverables may look like. We are pleased to welcome two leading experts: Zongyuan Zoe Liu…
more -
Where the gaps persist – The Five Ws of gender balance
In this podcast we discuss global gender parity trends in women’s workforce participation, pay, and wealth building, and assess emerging challenges from declining fertility and a shrinking working-age population alongside broader AI adoption where gender gaps remain pronounced. Guest Speakers:...
-
Lessons Learned from Eric Beinstein: A 40-Year Perspective on the Evolution of Credit Markets
In this All into Account podcast, we feature a final interview with Eric Beinstein, Head of US Credit Strategy, where he discusses the most significant transformations shaping the credit markets. He reflects on today’s record tight spreads, record levels of issuance, and the rapid growth of…
more -
Beyond the Surface: Commodity Crossroads - Unpacking the 2026 Outlook
Featured in this podcast is Natasha Kaneva. Join us as we explore the dynamic world of commodities with Natasha Kanvea, Head of Commodities Strategy at JPMorgan. In this episode of “Beyond the Surface” podcast series, Natasha shares her expert insights and outlook on gold, oil, metals, and agri...
-
Beyond the Surface: Dollar Dilemmas and Global Shifts: The FX Forecast for 2026
Featured in this podcast is Meera Chandan. This podcast was recorded on Dec 7, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-5133847-0, for more information; please visit...
-
The Dark Side of Digital Progress
In this episode Joyce Chang, Chair of Global Research, is joined by Amy Ho, Strategic Research, Brian Essex, Security Software Equity Research, J.P. Morgan's Global Chief Information Security Officer Pat Opet, and JF Legault, Deputy CISO and Global Technology Chief Control Manager to discuss the...
-
Cross-Asset Quant Topics: Trend following on Factors, Case for Comm QIS, Crowding Metrics
Tom Salopek & Dobromir Tzotchev discuss trend-following performance given an environment of policy uncertainty. We look to our earlier work of applying trend-following on Equity factors and our new piece where we apply this idea broadly. In an environment where reacceleration can turn…
more -
Beyond the Surface: The US Shutdown – Economic and Market Perspective
This podcast was recorded on 13th Oct 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5094689-0 for more information; please visit www.jpmm.com/research/disclosures for important...
-
New York Climate Week Speaker Series: Europe’s Policy Transformation: Competitiveness, Climate, Sovereignty
In a dynamic panel discussion, JX & team explore how the EU’s latest regulatory momentum is driving competitiveness through bold simplification, reshaping the landscape for climate funding mechanisms, and fueling the rise of sovereignty as an investment theme and strategic priority that is...
-
New York Climate Week Speaker Series: The Challenges and Opportunities of Adapting to Climate Change
Last year was the hottest on record at about 1.55°C above pre-industrial levels, highlighting the urgency of not just mitigating GHG emissions but also the importance of learning to live on and adapt to a warmer planet. In a fireside chat, Virginia and Mark discuss all things adaptation…
more -
New York Climate Week Speaker Series: The Future of US Clean Energy
Mark Strouse discusses recent trends and his team’s outlook for the US renewable energy market. The space has been very dynamic with cross-currents spanning surging electricity demand, and impacts from the US One Big Beautiful Bill Act and a related safe harbor update. Speaker Mark Strouse, CFA…
more -
All into Account: Final Take with Chief Economist for China, Haibin Zhu: Revisiting Made in China 2025 – Lessons learned and what lies ahead
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…
more -
Beyond the Surface: Navigating the Future - One Big Beautiful Bill Act
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…
more -
All Into Account: The State of US Housing: Market Dynamics and Policy Shifts
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...
-
All Into Account: Navigating Global Housing Challenges Beyond the US
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...
-
All Into Account: Exploring Housing Affordability: Insights from the JPMorganChase Institute
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…
more -
The Best of The Long-Term Strategist
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 • Global warming and climate change • Working-age...
-
ESG in Transition: Triumphs, Trials and Tensions
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...
-
Podcast - Beyond the Surface: From Conflict to Market: The Israel-Iran Impact on Oil Prices
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.
-
Podcast: Beyond the Surface Rethinking Global Linkages Amid Geopolitical Shifts
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...
-
All Into Account: Changing demographics and markets
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…
more -
All Into Account: Cross Asset Strategy: “View on ECB and European duration as macro picture shifts” with Fabio Bassi, Head of International Rates Strategy
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…
more -
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
Speakers: Thomas Salopek, Global Cross Asset Strategy Rie Nishihara, Head of Japan Equity Strategy Junya 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...
-
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
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…
more -
All into Account: Technical Strategy – Weak risky market seasonality sets markets up for a test of critical support
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…
more -
PODCAST - Beyond the Surface: Indian Equity Market – Resilience and cautious optimism
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....
-
All into Account: Technical Strategy – Sharp risk-off seems to be more position-driven and technical than fundamental at this point
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...
-
Equity Strategy: July Chartbook
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...
-
Equity Strategy: When will Eurozone equities be able to move on?
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...
-
All into Account: ‘French Elections update and the view on European Rates,’ with Raphael Brun-Aguerre, European Economist and Aditya Chordia, European Rates Strategist
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...
-
Equity Strategy: Will the more Defensive sector performance, seen so far in Q2, have legs?
Speaker: Mislav Matejka, CFA, Head of Global Equity Strategy In contrast to Q1, when key bond proxy Defensive sectors – Utilities, Real Estate and Staples – were the three worst performers, Q2 has brought a change. QTD, these three sectors are in line in Europe, making a positive swing in...
-
Equity Strategy: UK elections – we favour FTSE250 over FTSE100, also homebuilders and domestic plays
Speaker: Mislav Matejka, CFA, Head of Global Equity Strategy This podcast was recorded on 09 June 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4713514-0 for more information…
more -
All into Account: ‘View on Japan ahead of BoJ’ with Ayako Fujita, Chief Japan Economist and Takafumi Yamawaki, Chief Japan Rates Strategist
Looking ahead to next week’s BoJ monetary policy meeting, Fujita-san joins us to share her views of what to expect including the timing of QT, the rate hiking trajectory, terminal rates, and the inflation outlook. Yamawaki-san explains what’s been driving the move up in JGB yield post NIRP. With...
-
Equity Strategy: June Chartbook - Sticky inflation and moderating growth are not a great combination; Keep up Defensive rotation, seen so far in Q2, together with Commodities
Speaker: Mislav Matejka, CFA, Head of Global Equity Strategy Last couple of months are showing softening US growth momentum, but at the same time an increasing potential for higher for longer Fed. We see the market upside capped during summer due to the inconsistency between consensus call for...
-
All into Account: ‘US Credit: latest views on HG & HY’ with Eric Beinstein, Head of US Credit Strategy and Nelson Jantzen, Head of US High Yield and Leveraged Loan Strategy
Eric and Nelson join us to discuss their views on HG and HY. For HG, we review what’s driving the low volatility of credit spreads, whether credit investors becoming more defensive, and what would cause spreads to break out either way. For HY, we highlight our recent forecast revisions, our…
more -
Equity Strategy: Sector and Style leadership ahead of rate cuts
Speaker: Mislav Matejka, CFA, Head of Global Equity Strategy In this report, we focus on two topics: first, at sector level on the Cyclicals vs Defensives performance into rate cuts and against the backdrop of falling bond yields, and at the style level on the performance of Large vs Small caps....
-
Equity Strategy - Earnings trends are showing a rotation in certain areas
Speaker - Mislav Matejka, CFA, Head of Global Equity Strategy Q1 reporting season again showed an age-old pattern of beats vs heavily lowered expectations. For full year 2024, earnings projections in the US are unchanged ytd, and down a few percent in Europe. The downgrades to sellside analyst…
more -
Equity Strategy - Better China trading could have some more to go; implications for regional/sector trades
Speaker: Mislav Matejka, CFA, Head of Global Equity Strategy After a terrible spell between Jan ’23 and January of this year, where MSCI China lost almost 40%, it is now up 25% from the lows. While we do not believe that the longer term structural concerns of deflationary backdrop, real estate...
-
All into Account: ‘Decoupling or not decoupling: outlook on Euro rates’ with Fabio Bassi, Head of International Rates Strategy
It’s been a tough year for both getting long outright duration or being long steepeners. We expect disinflation will reassert itself, but in the near term, there is event risk (e.g., CPI & HICP numbers) making us cautious. Fabio joins us to discuss the catalysts to trade duration, the curve, and...
-
Key Macro Takeaways from the 2024 IMF/World Bank Spring Meetings
Speakers: Joyce Chang, Chair of Global Research Jan Loeys, Long-term Strategy Joe Lupton, Economic and Policy Research Natasha Kaneva, Global Commodities Research Steve Dulake, Global Head of Credit, Securitized Products and Public Finance Research This podcast was recorded on 7 May 2024. This...
-
Equity Strategy: May Chartbook - Entering seasonally tricky time of the year, on top of a challenging combination of inflation at risk of staying too high and profit margin pressures
Speaker: Mislav Matejka, CFA, Head of Global Equity Strategy We are concerned about inflation staying too high if there is no slack created in the economy, adverse bonds demand-supply with negative term premia, consensus expectation of profit acceleration of almost 20% between Q1 and Q4 of this...
-
Equity Strategy: Eurozone delivering on an improving risk-reward; Sector/style trading around the first ECB cut
Speaker: Mislav Matejka, CFA, Global Head of Equity Strategy At the overall market level, we remain concerned about the repeat of last summer’s drawdown, inflation staying too hot is a real possibility, market will not like it if bond yields move above 5%. Within this, we have made some regional...
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
Thought leaders from J.P. Morgan Global Research discuss cross asset investing and highlight key trends impacting financial markets.
HOSTED BY
J.P. Morgan Global Research
CATEGORIES
Loading similar podcasts...
Frequently Asked Questions
How many episodes does All into Account have?
All into Account currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is All into Account about?
Thought leaders from J.P. Morgan Global Research discuss cross asset investing and highlight key trends impacting financial markets.
How often does All into Account release new episodes?
All into Account has 100 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to All into Account?
You can listen to All into Account on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts All into Account?
All into Account is created and hosted by J.P. Morgan Global Research.
URL copied to clipboard!