All into Account
By J.P. Morgan Global Research
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Episodes: 100
Description
Thought leaders from J.P. Morgan Global Research discuss cross asset investing and highlight key trends impacting financial markets.
| Episode | Date |
|---|---|
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All into Account: What to Watch for at the Trump-Xi Summit
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May 12, 2026 |
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Where the gaps persist – The Five Ws of gender balance
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Mar 25, 2026 |
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Lessons Learned from Eric Beinstein: A 40-Year Perspective on the Evolution of Credit Markets
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Feb 17, 2026 |
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Beyond the Surface: Commodity Crossroads - Unpacking the 2026 Outlook
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Dec 29, 2025 |
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Beyond the Surface: Dollar Dilemmas and Global Shifts: The FX Forecast for 2026
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Dec 09, 2025 |
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The Dark Side of Digital Progress
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Dec 08, 2025 |
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Cross-Asset Quant Topics: Trend following on Factors, Case for Comm QIS, Crowding Metrics
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Oct 29, 2025 |
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Beyond the Surface: The US Shutdown – Economic and Market Perspective
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Oct 16, 2025 |
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New York Climate Week Speaker Series: Europe’s Policy Transformation: Competitiveness, Climate, Sovereignty
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Sep 26, 2025 |
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New York Climate Week Speaker Series: The Challenges and Opportunities of Adapting to Climate Change
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Sep 26, 2025 |
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New York Climate Week Speaker Series: The Future of US Clean Energy
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Sep 26, 2025 |
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All into Account: Final Take with Chief Economist for China, Haibin Zhu: Revisiting Made in China 2025 – Lessons learned and what lies ahead
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Jul 29, 2025 |
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Beyond the Surface: Navigating the Future - One Big Beautiful Bill Act
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Jul 24, 2025 |
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All Into Account: The State of US Housing: Market Dynamics and Policy Shifts
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Jul 14, 2025 |
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All Into Account: Navigating Global Housing Challenges Beyond the US
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Jul 14, 2025 |
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All Into Account: Exploring Housing Affordability: Insights from the JPMorganChase Institute
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Jul 14, 2025 |
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The Best of The Long-Term Strategist
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Jun 16, 2025 |
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ESG in Transition: Triumphs, Trials and Tensions
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Jan 15, 2025 |
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Podcast - Beyond the Surface: From Conflict to Market: The Israel-Iran Impact on Oil Prices
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Nov 23, 2024 |
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Podcast: Beyond the Surface Rethinking Global Linkages Amid Geopolitical Shifts
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Nov 19, 2024 |
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All Into Account: Changing demographics and markets
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Oct 09, 2024 |
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All Into Account: Cross Asset Strategy: “View on ECB and European duration as macro picture shifts” with Fabio Bassi, Head of International Rates Strategy
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Oct 02, 2024 |
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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
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Sep 26, 2024 |
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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
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Sep 12, 2024 |
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All into Account: Technical Strategy – Weak risky market seasonality sets markets up for a test of critical support
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Sep 11, 2024 |
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PODCAST - Beyond the Surface: Indian Equity Market – Resilience and cautious optimism
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Sep 09, 2024 |
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All into Account: Technical Strategy – Sharp risk-off seems to be more position-driven and technical than fundamental at this point
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Jul 26, 2024 |
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Equity Strategy: July Chartbook
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Jul 01, 2024 |
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Equity Strategy: When will Eurozone equities be able to move on?
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Jun 24, 2024 |
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All into Account: ‘French Elections update and the view on European Rates,’ with Raphael Brun-Aguerre, European Economist and Aditya Chordia, European Rates Strategist
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Jun 21, 2024 |
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Equity Strategy: Will the more Defensive sector performance, seen so far in Q2, have legs?
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Jun 17, 2024 |
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Equity Strategy: UK elections – we favour FTSE250 over FTSE100, also homebuilders and domestic plays
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Jun 10, 2024 |
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All into Account: ‘View on Japan ahead of BoJ’ with Ayako Fujita, Chief Japan Economist and Takafumi Yamawaki, Chief Japan Rates Strategist
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Jun 05, 2024 |
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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
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Jun 03, 2024 |
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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
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May 30, 2024 |
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Equity Strategy: Sector and Style leadership ahead of rate cuts
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May 28, 2024 |
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Equity Strategy - Earnings trends are showing a rotation in certain areas
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May 20, 2024 |
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Equity Strategy - Better China trading could have some more to go; implications for regional/sector trades
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May 13, 2024 |
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All into Account: ‘Decoupling or not decoupling: outlook on Euro rates’ with Fabio Bassi, Head of International Rates Strategy
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May 08, 2024 |
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Key Macro Takeaways from the 2024 IMF/World Bank Spring Meetings
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May 08, 2024 |
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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
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May 07, 2024 |
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Equity Strategy: Eurozone delivering on an improving risk-reward; Sector/style trading around the first ECB cut
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Apr 29, 2024 |
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All into Account: ‘Rates vol views amid increased policy uncertainty’ with Ipek Ozil, US Interest Rate Derivatives Strategist
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Apr 18, 2024 |
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Equity Strategy - Q1 Preview: beats on paper, but the market might not reward them; Eurozone turning up vs the US
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Apr 15, 2024 |
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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
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Apr 12, 2024 |
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Equity Strategy - Bond yields move from here? Utilities weakness has likely gone too far; Real Estate is of interest, too
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Apr 08, 2024 |
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Equity Strategy: April Chartbook
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Apr 02, 2024 |
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Cross Asset Strategy: ‘Corporates vs MBS’ with Nathaniel Rosenbaum, HG Credit Strategist and Nicholas Maciunas, Head of Agency MBS Research
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Apr 01, 2024 |
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All into Account: ‘Cross Asset Strategy: ‘Japan Cross Asset post BoJ’
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Mar 27, 2024 |
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Equity Strategy: Equity P/E multiples in historical context - earnings vs bond yield spread is now below 2007 levels
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Mar 25, 2024 |
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All into Account: The state of global gender balance 2024
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Mar 22, 2024 |
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Equity Strategy: Closing the OW US vs Eurozone trade
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Mar 18, 2024 |
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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
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Mar 12, 2024 |
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Equity Strategy: Where is overvaluation? Not in Mag-7, at least not relatively… it is Cyclicals that appear stretched
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Mar 11, 2024 |
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Equity Strategy: March Chartbook
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Mar 04, 2024 |
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Equity Strategy: Three key drivers of to date resilient corporate profitability to turn weaker
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Feb 26, 2024 |
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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
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Feb 22, 2024 |
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Equity Strategy - Reiterate the UW on Banks
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Feb 19, 2024 |
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Equity Strategy: Japan stays key OW in regional allocation; In a European context, one should consider UK
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Feb 12, 2024 |
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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
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Feb 05, 2024 |
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All into Account: Technical Strategy
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Feb 01, 2024 |
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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
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Jan 31, 2024 |
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Equity Strategy: What is needed for Eurozone to start outperforming again? We stay OW Growth vs Value
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Jan 29, 2024 |
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All Into Account: ‘Inflation’s impact on EM Stocks’ with Pedro Martins, Chief EM Equity strategist and David Aserkoff, Head of CEEMEA Equity Strategy
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Jan 26, 2024 |
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All into Account: ‘Time to be more negative on HG spreads after the strong rally’ with Eric Beinstein, Head of US Credit Strategy
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Jan 22, 2024 |
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Equity Strategy: Q4 Preview - the downtrend in earnings momentum is not changing
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Jan 22, 2024 |
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Equity Strategy: Is the long duration trade done?
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Jan 15, 2024 |
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All into Account: Technical Strategy: The short-term setups for most markets favor further mean reversion after the sharp fourth quarter trends
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Jan 11, 2024 |
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Equity Strategy: January Chartbook
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Jan 08, 2024 |
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All Into Account: 2024 Year Ahead Outlook
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Dec 18, 2023 |
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Global housing: The great affordability crisis
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Dec 04, 2023 |
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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
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Dec 04, 2023 |
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Equity Strategy: Year Ahead 2024 – Europe and Cross-Regional Outlook
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Nov 29, 2023 |
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All into Account: ‘Overnight trading signals and their use in QIS’
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Nov 28, 2023 |
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Equity Strategy: Earnings outlook - consensus is implying both a margins and topline reacceleration next year
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Nov 20, 2023 |
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All into Account: ‘View on EM Fixed Income & EM FX’, with Saad Siddiqui, EM Strategist
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Nov 14, 2023 |
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Equity Strategy: How can Defensives catch a bid?
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Nov 13, 2023 |
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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
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Nov 10, 2023 |
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Equity Strategy: November Chartbook: The call that bond yields are peaking stays key – long bond proxies and short European Banks
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Nov 06, 2023 |
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All into Account: ‘The broader impact of GLP-1s’ with Chris Schott, Robbie Marcus, Andrea Teixeira, Ken Goldman, Brett Gibson, and Carla Casella
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Nov 02, 2023 |
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Equity Strategy - Open UW in Banks, add to Healthcare; Peripheral views; Earnings season update
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Oct 30, 2023 |
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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
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Oct 27, 2023 |
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All into Account: ‘View on US Credit’ with Eric Beinstein, Head of US Credit Strategy
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Oct 26, 2023 |
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All into Account: Practitioners’ views on QIS investments
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Oct 24, 2023 |
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Equity Strategy: USD strength - equity implications; The barbell of Defensives and Energy remain our key preferences
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Oct 23, 2023 |
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All into Account: ‘APAC 2H23 Nuclear Outlook’ with Alan Hon, Tomohiko Sano, SM Kim, Sanjay Mookim, and Hannah Lee
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Oct 20, 2023 |
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All Into Account: A Public Call About Private Credit
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Oct 20, 2023 |
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All into Account: ‘Cross Asset Systematic Strategies’, with Dobromir Tzotchev, Fred Giertz, Ralph Sueppel
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Oct 16, 2023 |
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Equity Strategy - Q3 preview: bottom-up to start looking more challenging; OW bond proxies and commodities into year end
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Oct 16, 2023 |
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All into Account: Cost of living pressures reaching an inflection point?
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Oct 11, 2023 |
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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
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Oct 11, 2023 |
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Where Are We in the Great Repricing?
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Oct 09, 2023 |
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Equity Strategy - Time is coming to position for the long duration trade
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Oct 09, 2023 |
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All into Account: ‘State of the pullback in Credit and Equities’ with Steve Dulake, Head of Spread Product Research, and Bram Kaplan, Head of Americas Derivative Strategy
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Oct 05, 2023 |
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All into Account: Debt, default, devaluation: Implications for China’s financial markets
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Oct 04, 2023 |
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Equity Strategy: October Chartbook
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Oct 02, 2023 |
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All into Account: ‘Impact of “High for Long” on our Cross Asset views’ with Fabio Bassi, Prabhav Bhadani, and Patrick Locke
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Sep 27, 2023 |
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Equity Strategy: Who could get hurt from the rollover in corporate pricing power?
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Sep 25, 2023 |
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All into Account: ‘FOMC Takeaways’ with Mike Feroli, Chief US Economist
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Sep 21, 2023 |
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Equity Strategy: How much more can Eurozone lag? Reiterate that commodity equities look better; Add to Real Estate
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Sep 18, 2023 |