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JPMorgan: Making Sense·· 2026-08-04AI Score23

Geopolitics and Markets: How the U.S., China, and Iran Could Reshape Global Risk

Geopolitics vs. markets: How might the US, China and Iran reshape global risk?

AI summary

Recorded on July 22, JPMorgan's Making Sense brings together experts to discuss the trajectory of the Middle East conflict, the impact of disruptions in the Strait of Hormuz and the Bab el-Mandeb on global oil and gas flows, and the U.S.-China rivalry in AI. The episode also previews the September U.S.-China summit and analyzes how geopolitical risks are influencing global markets.

Source:JPMorgan: Making Sense · marketmatters.podbean.com

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