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Public views from researchers and strategists at Morgan Stanley, J.P. Morgan, Goldman Sachs, Citi, HSBC, Barclays, UBS, Nomura, BlackRock, PIMCO and others: macro, rates, FX and market outlooks.
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In his UBS On-Air daily audio, Paul Donovan notes the wide range of nonfarm payroll estimates for the upcoming U.S. employment report, a phenomenon driven by low survey response rates and structural changes in work patterns that limit the precision of labor market data. Markets broadly expect a decent employment report with stable unemployment.
Read originalIn Episode 273 of BlackRock’s The Bid, host Oscar Pulido speaks with Jay Jacobs, Head of US Equity ETFs, about the spread of the AI economy from the technology sector into healthcare, manufacturing, financial services, and other industries. The conversation covers the practical value of AI adoption, as well as the physical constraints on compute expansion—including power, semiconductors, and critical materials—along with intersections among robotics, autonomous driving, digital assets, and AI investing.
Read originalJPMorgan Asset Management's Insights Now published a piece exploring how AI safety has moved from technical debate to market impact. AI buildout continues to drive demand in semiconductors and software, while cybersecurity risks, supply chain constraints, and global competition from Chinese models add complexity to the investment theme. Gabriela Santos, Chief Market Strategist for the Americas, and Jason Yum, Research Analyst on the U.S. Equity Growth team, discuss how to think about AI as an investment theme and where market opportunities are emerging.
Read originalNomura's The Week Ahead Special was recorded live at Nomura's London Macro Forum, featuring a fireside chat between Nomura's Chief Economist and Dr. Catherine L Mann. The two discuss the alignment between market pricing and the Bank of England (BoE)'s thinking, the magnitude of rate hikes amid high uncertainty, and the BoE's inability to rely on markets to tighten policy on its behalf.
Read originalIn Episode 88 of Citi's podcast, Erica Poon Werkun and Tony Yuen discuss the critical role of energy in two major global economic developments: geopolitics and AI. They also explore the relationship between energy, inflation, and interest rates, and outline scenarios for investors to consider. For informational purposes only and not investment research or investment, tax, or other professional advice of any kind.
Read originalXingchen Yu, Senior Investment Strategist at UBS Chief Investment Office, shares on-the-ground observations from his latest trip to China, noting the economy exhibits a two-speed character: AI ambitions and a convenient digital ecosystem coexist with cautious consumption, intense competition, and persistent property sector pressure. He also discusses the impact of the latest U.S.-China presidential meeting on a relationship defined by both cooperation and strategic competition.
Read originalHosted by Scott Chronert and Patrick Galvin, Citi Markets Edition’s Q4 podcast explores key issues shaping market performance in the fourth quarter and argues for a more flexible approach to positioning as the year-end approaches. This podcast is for informational purposes only and does not constitute investment research or any financial, economic, legal, tax, or accounting advice, nor an offer or solicitation to buy or sell any financial instrument.
Read originalGoldman Sachs' 'Exchanges' podcast explores the core logic of generational succession for family businesses, noting that family businesses contribute about 70% of global economic output and 60% of employment, but only 30% make it to the second generation. Succession requires separating management continuity from asset ownership transfer, starting early and preserving operational flexibility, and businesses can choose to bring in professional managers or maintain family control. After a sale or IPO, founders need to shift from running a concentrated business to managing liquid wealth.
Read originalThe JPMorgan Global Research team recorded a podcast on September 25, 2026, breaking down the FX implications of a potential US diesel ban, the outlook for USD movements, and updates on central bank developments in Scandinavia and Switzerland this week. Institutional clients can access supporting research reports through designated channels, and related disclosures are available at www.jpmm.com/research/disclosures.
Read originalJPMorgan Global Research Podcast recorded on September 25, 2026, with Francis Diamond, Khagendra Gupta, and Matteo Mamprin discussing recent developments in the long end of the euro yield curve, updated views on SSA bonds, and recent meetings of the Riksbank and Norges Bank. Institutional clients can access the accompanying research report, and related disclosures are available at www.jpmm.com/research/disclosures.
Read originalNomura releases The Week Ahead, noting that markets remain in risk-off mode following the meeting between Trump and Xi Jinping, and will share views on the summit. This preview covers U.S. core PCE, employment reports, China's PMI, European CPI, and RBA rate hike expectations, while also addressing German political developments, the impact of widening long-end spreads, and divergent inflation expectations in Australia, South Korea, and Indonesia.
Read originalIn Episode 272 of BlackRock’s The Bid, host Oscar Pulido speaks with Reid Menge, Portfolio Manager on the Fundamental Equity team, about the current state and core drivers of the space economy. The episode explores declining launch costs, advances in satellite technology, demand for AI infrastructure, and national security priorities, analyzing investment opportunities in the space economy alongside uncertainties such as execution risks and technical complexity.
Read originalFrida Infante and Harry Downie discuss the latest inflation prints and breakeven markets in the Eurozone, UK and US in this podcast recorded on September 24, 2026. Institutional clients can view the report. Important disclosures can be found at www.jpmm.com/research/disclosures.
Read originalAnezka Christovova, Ben Ramsey and YM Hong discuss the latest market developments and what they mean for the EM Fixed Income asset class in this episode of JPMorgan Global Research's At Any Rate podcast. Recorded on September 24, 2026. For informational purposes only. Not a solicitation or offer. Do not reproduce, sell or redistribute without the written permission of JPMorgan.
Read originalJPMorgan Asset Management's Insights Now released a new episode of the Alternative Realities podcast, featuring Aaron Mulvihill in conversation with portfolio manager John Speer. They discuss how alternative assets are being used in model portfolios, approaches to liquidity management, and future directions. As alternative products for private wealth clients continue to grow, financial advisors are increasingly seeking to include alternative assets in model portfolios, driving greater demand for investor education across the industry.
Read originalRob Kaplan, Vice Chairman of Goldman Sachs and former President of the Federal Reserve Bank of Dallas, said on the Goldman Sachs Exchanges podcast that market pricing for the magnitude of Fed rate hikes may be overdone. He expects the Fed may raise rates once more to around 4%-4.25% before pausing, noting the current economy shows a divergence between booms in AI infrastructure and defense spending and pressure on interest-rate-sensitive sectors.
Read originalCiti analysts Heath Terry and Omar Ahmed recap key discussions from Citi’s Global TMT Conference, covering the notable shift in tone around AI, approaches to addressing bottlenecks, telecom sector trends, and the alignment between positioning and fundamentals. This podcast is for informational purposes only and does not constitute investment advice.
Read originalJPMorgan released the Key Takeaways from the 2026 Emerging and Frontier Markets Opportunities Conference Podcast, recorded on September 18, 2026. The podcast features Zafar Nazim, Head of Emerging Markets Corporate Research; Ayomide Mejabi, Senior Economist for Sub-Saharan Africa; Soo Chong Lim, Head of Asia Pacific Credit Research; and Nicolaie Alexandru, Head of US High Yield Bonds and Leveraged Loan Strategy. Institutional clients can access related reports. This content is for reference only and may not be reproduced, sold, or redistributed without written permission.
Read originalDirk Willer and Alex Saunders discussed investment strategies around recent intensive market dynamics, covering hawkish central banks (with the Bank of Japan releasing a dovish surprise) and cryptocurrency price trends. This podcast is for informational purposes only and does not constitute investment research or any financial, economic, legal, tax, or accounting advice.
Read originalJ.P. Morgan's Making Sense podcast explores how tokenization and digital assets are moving from experimentation to real-world implementation. Over the past 18 months, regulatory frameworks have become clearer, institutional adoption has increased, and trusted on-chain money can enable true delivery-versus-payment settlement. Clients are prioritizing 24/7 cross-border payments, improved liquidity and collateral efficiency, and tokenized money market funds, while challenges remain around interoperability, privacy governance, and user experience.
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