Making Sense

• Trading insights: Navigating US equity market fluctuations

  In this episode, John Schlegel, head of Global Positioning Intelligence at J.P. Morgan, sits down with Andrew Tyler, head of the Global Market Intelligence team, to discuss the current state of the U.S. equity markets amid recent fluctuations. They examine the underlying factors contributing to the recent drawdown, including macroeconomic data, trade policy uncertainties and valuation concerns. The conversation also explores potential sector opportunities, the impact of international equities and the role of seasonality in market movements.   This episode was recorded on March 3, 2025. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. © 2025 JPMorgan Chase & Company. All rights reserved.

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• The impact of EMIR 3.0 on Euro swaps trading

  In this episode, host Meridy Cleary from the FICC Market Structure team and senior rates trader Roxane Blanc delve into one of the most pressing market structure themes: EMIR 3.0. They explore the implications of the new EU clearing rules on euro derivatives, liquidity and trading strategies across Europe. With the active account requirement front-and-center, they discuss the operational and representativeness requirements, and the strategic decisions firms face as they prepare for the June implementation date. Tune in to understand how these regulatory changes, alongside the Dutch pension reform, are reshaping the financial landscape.     This episode was recorded on February 19, 2025.   The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures © 2025 JPMorgan Chase & Company. All rights reserved.

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• Trading insights: Incorporating sustainability into the investment process

  In this episode, Eloise Goulder, head of the Data Assets & Alpha Group at J.P. Morgan, chats with Andrew Howard, head of Sustainable Investing at Schroders Asset Management. They discuss the recent drivers of sustainable investing -- from a regulatory, industry concentration, macro landscape, and data availability perspective. They also explore changes in underlying sustainability risks facing the economy, and how these trends can be incorporated into the underlying investment thesis.     This episode was recorded on November 7, 2024.   The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. © 2025 JPMorgan Chase & Company. All rights reserved.

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• Trading insights: Evolution of the markets structuring business

  In this episode, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, sits down with Rui Fernandes, global head of Markets Trading Structuring at J.P. Morgan, to explore the evolution of the trading and structuring businesses.  They delve into the key drivers of success including innovation, customization at scale and platform interoperability. They also touch on the rise of multi-asset investing, the impact of AI on product design and the importance of staying attuned to client needs in a rapidly changing financial landscape.    This episode was recorded on January 29, 2025.   The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. © 2025 JPMorgan Chase & Company. All rights reserved.

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• Debt Restructuring: Recent trends, insights and market dynamics

  In this episode, Amaury Guzman from J.P. Morgan's Leveraged Finance desk is joined by Dan Pombo, head of the Restructuring and Debt Advisory Practice at J.P. Morgan. Together, they explore the evolving landscape of debt restructuring, focusing on recent trends and challenges in the market. Learn more about the rise of out-of-court restructurings, the impact of permissive covenants, the shifting dynamics between loan and bond markets, and more.   This episode was recorded on February 10, 2025.   This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity. © 2025 JPMorgan Chase & Company. All rights reserved.

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