All Episodes

All Into Account: No Quick Fix for US Housing Affordability - Affordability Challenges are Reshaping Markets

All into Account - Toward a New Economic Growth Model for China: IMF Perspectives on Advancing China’s Reforms

All into Account - US Midterms: Momentum Shifts Left

Shifting Market Structure Beneath the Calm - IMF’s Tobias Adrian on a Decade of Global Financial Stability

All into Account: Strait Risk to Market Risk: V-Shaped Rebound, Narrow Runway

AI in Asset Allocation

All into Account: How to win a Trade War

From Barrels to Ballots: Middle East and Midterm Elections

All into Account: What to Watch for at the Trump-Xi Summit

Where the gaps persist – The Five Ws of gender balance

Lessons Learned from Eric Beinstein: A 40-Year Perspective on the Evolution of Credit Markets

Beyond the Surface: Commodity Crossroads - Unpacking the 2026 Outlook

Beyond the Surface: Dollar Dilemmas and Global Shifts: The FX Forecast for 2026

The Dark Side of Digital Progress

Cross-Asset Quant Topics: Trend following on Factors, Case for Comm QIS, Crowding Metrics

Beyond the Surface: The US Shutdown – Economic and Market Perspective

New York Climate Week Speaker Series: Europe’s Policy Transformation: Competitiveness, Climate, Sovereignty

New York Climate Week Speaker Series: The Challenges and Opportunities of Adapting to Climate Change

New York Climate Week Speaker Series: The Future of US Clean Energy

All into Account: Final Take with Chief Economist for China, Haibin Zhu: Revisiting Made in China 2025 – Lessons learned and what lies ahead

Beyond the Surface: Navigating the Future - One Big Beautiful Bill Act

All Into Account: The State of US Housing: Market Dynamics and Policy Shifts

All Into Account: Navigating Global Housing Challenges Beyond the US

All Into Account: Exploring Housing Affordability: Insights from the JPMorganChase Institute

The Best of The Long-Term Strategist

ESG in Transition: Triumphs, Trials and Tensions

Podcast - Beyond the Surface: From Conflict to Market: The Israel-Iran Impact on Oil Prices

Podcast: Beyond the Surface Rethinking Global Linkages Amid Geopolitical Shifts

All Into Account: Changing demographics and markets

All Into Account: Cross Asset Strategy: “View on ECB and European duration as macro picture shifts” with Fabio Bassi, Head of International Rates Strategy

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

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

All into Account: Technical Strategy – Weak risky market seasonality sets markets up for a test of critical support

PODCAST - Beyond the Surface: Indian Equity Market – Resilience and cautious optimism

All into Account: Technical Strategy – Sharp risk-off seems to be more position-driven and technical than fundamental at this point

Equity Strategy: July Chartbook

Equity Strategy: When will Eurozone equities be able to move on?

All into Account: ‘French Elections update and the view on European Rates,’ with Raphael Brun-Aguerre, European Economist and Aditya Chordia, European Rates Strategist

Equity Strategy: Will the more Defensive sector performance, seen so far in Q2, have legs?

Equity Strategy: UK elections – we favour FTSE250 over FTSE100, also homebuilders and domestic plays

All into Account: ‘View on Japan ahead of BoJ’ with Ayako Fujita, Chief Japan Economist and Takafumi Yamawaki, Chief Japan Rates Strategist

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

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

Equity Strategy: Sector and Style leadership ahead of rate cuts

Equity Strategy - Earnings trends are showing a rotation in certain areas

Equity Strategy - Better China trading could have some more to go; implications for regional/sector trades

All into Account: ‘Decoupling or not decoupling: outlook on Euro rates’ with Fabio Bassi, Head of International Rates Strategy

Key Macro Takeaways from the 2024 IMF/World Bank Spring Meetings

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

Equity Strategy: Eurozone delivering on an improving risk-reward; Sector/style trading around the first ECB cut

All into Account: ‘Rates vol views amid increased policy uncertainty’ with Ipek Ozil, US Interest Rate Derivatives Strategist

Equity Strategy - Q1 Preview: beats on paper, but the market might not reward them; Eurozone turning up vs the US

All into Account: ‘Post-CPI view on US Fixed Income and Gold’ with Phoebe White, Head of US Inflation Strategy and Greg Shearer, Head of Metals Research

Equity Strategy - Bond yields move from here? Utilities weakness has likely gone too far; Real Estate is of interest, too

Equity Strategy: April Chartbook

Cross Asset Strategy: ‘Corporates vs MBS’ with Nathaniel Rosenbaum, HG Credit Strategist and Nicholas Maciunas, Head of Agency MBS Research

All into Account: ‘Cross Asset Strategy: ‘Japan Cross Asset post BoJ’

Equity Strategy: Equity P/E multiples in historical context - earnings vs bond yield spread is now below 2007 levels

All into Account: The state of global gender balance 2024

Equity Strategy: Closing the OW US vs Eurozone trade

All into Account: ‘Market views on CPI, Megacaps vs Equal Weight S&P, PMI dislocations vs asset classes’ with Jason Hunter, Head of Technical Strategy

Equity Strategy: Where is overvaluation? Not in Mag-7, at least not relatively… it is Cyclicals that appear stretched

Equity Strategy: March Chartbook

Equity Strategy: Three key drivers of to date resilient corporate profitability to turn weaker

Cross Asset Strategy: ‘Bond backup provides good entry for long duration trades’ with Jay Barry, Co-Head of US Rates Strategy and Jason Hunter, Head of Technical Strategy

Equity Strategy - Reiterate the UW on Banks

Equity Strategy: Japan stays key OW in regional allocation; In a European context, one should consider UK

Equity Strategy: Feb Chartbook - Reiterate that long duration trade is to consolidate; USD could be bottoming out; Stay long Growth vs Value, US over Eurozone, OW Japan, cautious on China

All into Account: Technical Strategy

All into Account: ‘Will a Chinese Equity bounce blunt the Japanese Equity rally?’ with Wendy Liu, Chief Asia and China Equity Strategist and Rie Nishihara, Chief Japan Equity Strategist

Equity Strategy: What is needed for Eurozone to start outperforming again? We stay OW Growth vs Value

All Into Account: ‘Inflation’s impact on EM Stocks’ with Pedro Martins, Chief EM Equity strategist and David Aserkoff, Head of CEEMEA Equity Strategy

All into Account: ‘Time to be more negative on HG spreads after the strong rally’ with Eric Beinstein, Head of US Credit Strategy

Equity Strategy: Q4 Preview - the downtrend in earnings momentum is not changing

Equity Strategy: Is the long duration trade done?

All into Account: Technical Strategy: The short-term setups for most markets favor further mean reversion after the sharp fourth quarter trends

Equity Strategy: January Chartbook

All Into Account: 2024 Year Ahead Outlook

Global housing: The great affordability crisis

Equity Strategy: December Chartbook: long duration stays the key call; Real GDP growth projections at stall speed for much of 2024 do not leave any room for error

Equity Strategy: Year Ahead 2024 – Europe and Cross-Regional Outlook

All into Account: ‘Overnight trading signals and their use in QIS’

Equity Strategy: Earnings outlook - consensus is implying both a margins and topline reacceleration next year

All into Account: ‘View on EM Fixed Income & EM FX’, with Saad Siddiqui, EM Strategist

Equity Strategy: How can Defensives catch a bid?

All into Account: ‘The view on European Banks’ with Mislav Matejka, Head of Global & European Equity Strategy, Kian Abouhossein, European Banks Analyst, Esmail Afsah, European Derivatives Strategist

Equity Strategy: November Chartbook: The call that bond yields are peaking stays key – long bond proxies and short European Banks

All into Account: ‘The broader impact of GLP-1s’ with Chris Schott, Robbie Marcus, Andrea Teixeira, Ken Goldman, Brett Gibson, and Carla Casella

Equity Strategy - Open UW in Banks, add to Healthcare; Peripheral views; Earnings season update

All Into Account: Corporates vs. MBS: It’s always good to have options Introducing a framework for comparing MBS option value versus credit downgrade probabilities

All into Account: ‘View on US Credit’ with Eric Beinstein, Head of US Credit Strategy

All into Account: Practitioners’ views on QIS investments

Equity Strategy: USD strength - equity implications; The barbell of Defensives and Energy remain our key preferences

All into Account: ‘APAC 2H23 Nuclear Outlook’ with Alan Hon, Tomohiko Sano, SM Kim, Sanjay Mookim, and Hannah Lee

All Into Account: A Public Call About Private Credit

All into Account: ‘Cross Asset Systematic Strategies’, with Dobromir Tzotchev, Fred Giertz, Ralph Sueppel

Equity Strategy - Q3 preview: bottom-up to start looking more challenging; OW bond proxies and commodities into year end

All into Account: Cost of living pressures reaching an inflection point?

All into Account: ‘Update on the Chinese economy & Chinese equities’ with Grace Ng, Senior China Economist, and Wendy Liu, Chief Asia and China Equity Strategist

Where Are We in the Great Repricing?