Markets Explained

By: J.P. Morgan Asset Management Market Insights

Category: Business

In this increasingly tumultuous world, what should investors see as a signal? And what should they dismiss as noise? In this weekly podcast, Karen Ward, Chief Market Strategist for EMEA, and Hugh Gimber, Global Market Strategist, do exactly that - they digest the newsflow and work out what it means for global investors.

28 episodes available

Latest episodes of the podcast Markets Explained

Not too worried about what the midterms mean for tech November 9, 2026

Will US macro data move the market more than the midterms this week? November 2, 2026

What to watch as earnings season enters full swing October 26, 2026

France and tech are feeling the bite of bonds October 19, 2026

Will earnings be a tailwind for stocks again? October 12, 2026

Jobs soft, oil flows improving but the bond market is still not happy October 5, 2026

Oil up, bond yields up, yet equities up too September 28, 2026

The bond market is judge, jury and (sometimes) executioner September 21, 2026

Oil, inflation, and unhappy bond markets September 14, 2026

Will the Budget walk the walk? September 7, 2026

Why bond yields are rising September 1, 2026

Bond intervention August 24, 2026

A global earnings knockout August 17, 2026

It’s a good time to invest August 10, 2026

Where is the interest rate outlook mispriced by markets? August 3, 2026

Central banks talk tough July 27, 2026

What new prime minister Andy Burnham means for UK stocks July 20, 2026

Earnings season is here: What investors need to know July 13, 2026

A true underdog story – European stocks July 6, 2026

Diversifying tech volatility June 29, 2026

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