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All into Account

Por: J.P. Morgan Global Research

Thought leaders from J.P. Morgan Global Research discuss cross asset investing and highlight key trends impacting financial markets.

100 episodios disponibles

Latest episodes of the podcast All into Account

Mostrando página 4 de 5

Equity Strategy: Is the long duration trade done? 15/01/2024

All into Account: Technical Strategy: The short-term setups for most markets favor further mean reversion after the sharp fourth quarter trends 10/01/2024

Equity Strategy: January Chartbook 08/01/2024

All Into Account: 2024 Year Ahead Outlook 18/12/2023

Global housing: The great affordability crisis 04/12/2023

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 04/12/2023

Equity Strategy: Year Ahead 2024 – Europe and Cross-Regional Outlook 29/11/2023

All into Account: ‘Overnight trading signals and their use in QIS’ 28/11/2023

Equity Strategy: Earnings outlook - consensus is implying both a margins and topline reacceleration next year 20/11/2023

All into Account: ‘View on EM Fixed Income & EM FX’, with Saad Siddiqui, EM Strategist 14/11/2023

Equity Strategy: How can Defensives catch a bid? 13/11/2023

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 10/11/2023

Equity Strategy: November Chartbook: The call that bond yields are peaking stays key – long bond proxies and short European Banks 06/11/2023

All into Account: ‘The broader impact of GLP-1s’ with Chris Schott, Robbie Marcus, Andrea Teixeira, Ken Goldman, Brett Gibson, and Carla Casella 02/11/2023

Equity Strategy - Open UW in Banks, add to Healthcare; Peripheral views; Earnings season update 30/10/2023

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 27/10/2023

All into Account: ‘View on US Credit’ with Eric Beinstein, Head of US Credit Strategy 26/10/2023

All into Account: Practitioners’ views on QIS investments 24/10/2023

Equity Strategy: USD strength - equity implications; The barbell of Defensives and Energy remain our key preferences 23/10/2023

All into Account: ‘APAC 2H23 Nuclear Outlook’ with Alan Hon, Tomohiko Sano, SM Kim, Sanjay Mookim, and Hannah Lee 20/10/2023

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