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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 this podcast recorded on September 18, 2026, JPMorgan Global Research discusses the FX outlook amid a heavy week of G4 central bank meetings. They note that the case for being long beta and long USD has strengthened. Institutional clients can view the report. Research disclosures can be found at www.jpmm.com/research/disclosures.
Read originalThe J.P. Morgan Global Commodities Research team recorded a podcast focusing on the impact of the Strait of Hormuz and the Pacific Ocean on global commodity markets. Recorded on September 18, 2026, the episode features Natasha Kaneva, Head of Global Commodities Research, and Tracey Allen, Head of Agricultural Commodities Research. Institutional clients can access related research reports through designated channels.
Read originalIn Episode 271 of BlackRock’s The Bid, host Oscar Pulido speaks with David Rubenstein, Co-Founder of The Carlyle Group and Controlling Principal of the Baltimore Orioles ownership group, about his decision to move from private equity into sports investing. The episode also discusses the value of sports franchises to cities, the differences in leadership when returns are not purely financial, and the industry trends shaping sports investment.
Read originalRich Friedman, Chairman of Goldman Sachs Asset Management, says in Goldman Sachs' "Exchanges: Great Investors" program that there are still plenty of investment opportunities in private equity, even though the private markets have grown far beyond what was expected decades ago. He believes that the payoff from artificial intelligence will come later than the market expects, and that the investment discipline he has built over 45 years building the firm's merchant banking business is guiding his current investments.
Read originalOn JPMorgan Global Research's At Any Rate podcast, rates strategists Jay Barry and Amanda Berke discuss recent movements in US Treasuries, key takeaways from the September FOMC meeting, and implications for future yields. This podcast was recorded on September 17, 2026, and institutional clients can access supporting research reports.
Read originalJPMorgan Global Research has released key takeaways from the 2026 European Leveraged Finance Conference, recorded on September 15, 2026, with insights shared by several heads of credit research. Institutional clients can access the corresponding report, and related research disclosures are available at www.jpmm.com/research/disclosures.
Read originalOn JPMorgan's Making Sense, Samantha Azzarello, Head of Global Research Content Strategy, speaks with Michael Feroli, JPMorgan's Chief U.S. Economist, to break down the Fed's first rate hike in three years. Recorded on September 17, 2026, the conversation covers Fed Chair Kevin Warsh's press conference, the unanimous vote and its implications for Fed independence, and whether rates are now restrictive or the start of a hiking cycle.
Read originalOn Barclays' The Flip Side, Global Head of Research Brad Rogoff debates with Head of US Rates Research Anshul Pradhan on whether government debt managers can truly influence long-term bond yields. The two analyze bond supply, changes in the investor base for long-term bonds, and trends in long-term capital issuance from non-government sectors, exploring whether debt managers can influence duration pricing.
Read originalJPMorgan Asset Management's Insights Now releases a podcast exploring market factors amid the approaching midterm elections. Political shifts, economic uncertainty, global trade, AI adoption, and supply chain restructuring are shaping investor assessments of opportunities and risks. With expectations of a divided government, policy fundamentals and regulatory challenges will take center stage.
Read originalOn JPMorgan's Making Sense, Brian LaRocca, Head of Americas for Vida Portfolio Solutions, and Benjamin Kinney, Global Head of Credit and Public Finance Sales, discuss credit market themes for 2026.
Read originalCiti released a Market Edition podcast featuring Beata Manthey and Max Layton discussing the latest developments in the US-Iran conflict and various year-end scenarios. They believe Iran has incentives to escalate tensions, and the situation will likely worsen before improving. This podcast is for informational purposes only and does not constitute investment research or advice on financial, economic, legal, tax, or accounting matters.
Read originalGeorge Cole, Head of European Rates Strategy at Goldman Sachs, notes that government bond yields in the US, UK, Germany, and Japan have risen to multi-decade highs, with the selloff driven by a confluence of fundamental factors including widening fiscal deficits, AI-related borrowing, economic resilience, and energy price shocks. Current low bond market volatility, combined with competition between governments and AI firms for the global pool of savings, has pushed interest rates higher. Five-year bond yields may have room to decline in the future, making them a more effective portfolio hedging tool.
Read originalPIMCO launches a behavioral finance-themed podcast featuring behavioral finance advisor Dr. Anastasia Buyalskaya, Senior Consultant Education Advisor Devin Ekeberg, and Greg Hall. The podcast explores common behavioral biases in investment decision-making, how advisors can guide clients to remain rational, and the impact of AI on investment decisions. The content is for informational purposes only and does not constitute investment advice.
Read originalThe J.P. Morgan Global Research team recorded a podcast discussing the upcoming Bank of Japan meeting and its implications for global markets. Recorded on September 14, 2026, the episode features Ayako Fujita, Chief Japan Economist, Junya Tanase, Chief Japan FX Strategist, and Takafumi Yamawaki, Head of Japan Fixed Income Research, with Samantha Azzarello as host. Institutional clients can access related research reports, and disclosures are available on the designated website.
Read originalJPMorgan Global Research's "At Any Rate" podcast was recorded on September 11, 2026, featuring Abiel Reinhart from the US Economic Research team and Harry Downie from the US Rates Strategy team, discussing the latest US inflation data and its implications for rates markets. Institutional clients can access the related report, and research disclosures are available at www.jpmm.com/research/disclosures.
Read originalJPMorgan Global Research recorded a podcast on September 11, 2026, discussing the impact of US CPI data and the upcoming FOMC meeting on global foreign exchange markets, with a focus on the most resilient currencies during the Fed's rate hike cycle. Institutional clients can access the related accompanying research report.
Read originalThe JPMorgan Global Research podcast was recorded on September 11, 2026, with Francis Diamond, Aditya Chordia, and Khagendra Gupta discussing the recent European rates selloff and looking ahead to the September Bank of England (BoE) meeting. This content is for informational purposes only; institutional clients can view the corresponding report, and related disclosures are available at www.jpmm.com/research/disclosures.
Read originalNomura released The Week Ahead, focusing on key decision points for the Federal Reserve and Bank of Japan. The report reviews U.S. August CPI data, previews the FOMC meeting and Fed policy outlook, while covering ECB and BoE meeting previews, as well as the Bank of Japan meeting and key economic data from China and India.
Read originalJPMorgan has released a podcast exploring how treasury management is evolving from a back-office function into a strategic driver of business resilience, decision-making, and growth. Roxana Montazerian, Head of EMEA Broker-Dealer and Specialist Financials Sales, and Sara Castelhano, Head of Treasury Services for the UK, Europe, and Canada, discuss the role of technology, real-time data, and AI in treasury management, as well as the skills required for future treasury leaders. The podcast was recorded on July 17, 2026.
Read originalIn Episode 270 of BlackRock’s podcast The Bid, host Oscar Pulido speaks with Ronald Van Loon, Portfolio Manager on the Global Fixed Income team, about the shared logic between sports and investing. The conversation explores dimensions such as hit rate, risk-reward ratio, teamwork, and process preparation, analyzing the boundary between skill and luck in fixed income portfolio management, as well as how probability, gains and losses, and repeated decision-making affect investing.
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