PODCAST · business
On Investors’ Minds
by JP Morgan Asset Management Market Insights
Listen to the latest insights from Tai Hui, Chief Market Strategist - Asia at J.P. Morgan Asset Management to better understand what is happening the financial markets from our Asia Pacific headquarters in Hong Kong
Episodes
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Implications of U.S.-Iran agreement to reopen the Strait of Hormuz
In this 155th episode of the On Investors' Minds podcast, Tai Hui gives an update on the just announced U.S.-Iran agreement to reopen the Strait of Hormuz, and the immediate market reaction of leaning risk-on. With key parties confirming a deal and a formal ceremony expected on Friday in...
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How will markets treat an unpredictable U.S. mid-term elections?
In this 154th episode of the On Investors' Minds podcast, Tai Hui explores the possible policy shifts resulting from the upcoming U.S. mid-term elections, and what tools are available for the Trump administration for the second half of the current presidential term. Have previous mid-term…
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Scenario planning on the Middle East conflict
In this 153rd episode of the On Investors' Minds podcast, Tai Hui dives into possible outcomes of the current ongoing Middle East conflict between the U.S. and Iran. Although there are plenty of complex factors to consider, three clear scenarios around the Strait of Hormuz are most probable: i.)…
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What's driving the recent volatility in the global bond markets?
In this 152nd episode of the On Investors' Minds podcast, Kerry Craig takes a closer look at what's behind the recent increased volatility in the global fixed income markets, leading to 10-year highs in U.S. government bond yields. Outside of the U.S. how are other G7 government bonds performing?...
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When oil isn't just expensive: The Hormuz blockade and the two-shock economy
In this 151st episode of the On Investors' Minds podcast, Tai Hui takes a closer look at the global economic impact of oil being constrained for the past three months. What's the latest gap in daily world oil demand? How did the world adjust in previous cases of significant oil price increases?…
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ABOUT THIS SHOW
Listen to the latest insights from Tai Hui, Chief Market Strategist - Asia at J.P. Morgan Asset Management to better understand what is happening the financial markets from our Asia Pacific headquarters in Hong Kong
HOSTED BY
JP Morgan Asset Management Market Insights
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