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Global FX and Rates: US moderation vs. tariffs tunes
Jay Barry and Meera Chandan discuss the recent US moderation and upcoming tariff announcements, with implications for US rates and the dollar. Speakers: Meera Chandan, Global FX Strategy Jay Barry, Head of Global Rates Strategy This podcast was recorded on 28 February 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4922731-0, https://www.jpmm.com/research/content/GPS-4920384-0, 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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18:15
Global Commodities: Copper — From tariffs to tightness
Speaker: Greg Shearer, Head of Base and Precious Metals Research Limited copper supply growth and resilient global demand sets up a tighter forecasted refined copper market in 2H25 and 2026 and keeps us medium-term bullish on prices. While current slack in China and the potential for greater tariff headline volatility over the next month risks a near-term pullback in copper, we ultimately believe global demand will begin to stress copper balances later this year. Moreover, likely excess inventory builds in the US in the coming months ahead of a tariff on copper sets up the potential to leave the rest of the world shorter of copper than expected, driving more significant tightening to copper balances in China and Asia into the summer, setting the stage for our forecasted bullish push higher over 2H25 towards $10,400/mt. This podcast was recorded on 28 February 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4909053-0 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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11:23
US Rates - Monthly inflation outlook: Looking for value amid global inflation cross-currents
Rates strategists Francis Diamond and Phoebe White discuss their latest views on global inflation markets following broad-based breakeven narrowing over the past month. Despite upside surprises in January CPI reports, front-end breakevens have underperformed while the forward inflation curve has steepened across US, Euro area, and UK markets. Speakers: Phoebe White Head of US Inflation Strategy Francis Diamond Head of European Rates Strategy This podcast was recorded on 27 February 2025. This communication is provided for information purposes only. Institutional clients 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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11:29
EM Fixed Income Focus: Revolving market regimes
Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class. Speakers: Jonny Goulden, Head of EM Fixed Income Strategy Saad Siddiqui, Emerging Markets Strategist This podcast was recorded on 27 February 2025. This communication is provided for information purposes only. Institutional clients 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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23:01
European Rates: Analysing Eurex futures roll
In this podcast Khagendra Gupta and Matteo Mamprin discuss the drivers of Eurex futures roll and their outlook for Mar25/Jun25 Eurex bond futures rollover This podcast was recorded on 25 February 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4915436-0 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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11:05

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