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Global Commodities: The biggest pushback
Having marketed our 2025/2026 Oil Outlook over the last couple weeks, we address the feedback and questions we received from our clients. To recap, Brent crude oil is on track to average $80 per barrel in 2024, which is $3 below our projections from last June. We expect the price to decline to $73 in 2025, remaining largely consistent with our 2024 Outlook published last November, before slipping to $61 in 2026. Surprisingly, our demand outlook did not face significant pushback; however, there was considerable disagreement regarding our supply forecasts, especially concerning production levels in Brazil and the US. Additionally, our perspectives on Iran positioned us as outliers compared to the broader market consensus. Notably, there were no strong opinions expressed regarding the outlook for 2026. Speakers Natasha Kaneva, Head of Global Commodities Research This podcast was recorded on December 20, 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4869906-0 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.
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12:58
Global FX: USD ends 2024 with a bang
Arindam Sandilya and Octavia Popescu discuss the outlook for currencies following a busy week of central bank meetings. Speakers: Arindam Sandilya, Global FX Strategy Octavia Popescu, Global FX Strategy This podcast was recorded on 20 December 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4870676-0 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.
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15:20
Global Rates: Hawkish cuts and dovish holds
J.P. Morgan’s Francis Diamond and Jay Barry discuss the varied outcomes of this week’s BoE and Fed meetings, and their implications for DM rates markets over the near term. Speakers: Jay Barry, Fixed Income Strategy Francis Diamond, Rates Strategy This podcast was recorded on 20 December 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4872382-0, https://www.jpmm.com/research/content/GPS-4871565-0, https://www.jpmm.com/research/content/GPS-4870758-0, 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.
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22:45
EM Fixed Income: 'Tis the Season for Volatility
Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 19 December 2024. © 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.
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19:19
Speadbites: Food for Credit Market Thought as We Head Into the Holidays
Spreadbites is a new monthly podcast and video series where we discuss key trends in credit markets. Stephen Dulake, Global Head of Spreads Product Research, and Samantha Azzarello, Head of Content Strategy, are joined by Daniel Lamy, Head of European Credit Strategy Research and Nelson Jantzen, High-yield bonds and leveraged loans analyst to unpack the latest developments and 2025 outlook for credit market. Speakers: Stephen Dulake, Global Head of Spreads Product Research Daniel Lamy, Head of European Credit Strategy Research Nelson Jantzen, High-Yield Bonds and Leveraged Loans Analyst Samantha Azzarello, Head of Content Strategy This podcast was recorded on December 12, 2024 This communication is provided for information purposes only. Institutional clients can view the related report at: https://www.jpmm.com/research/content/GPS-4844761-0, 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.
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22:13

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