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Bank & fund research views Latest Activity

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.

251 related activitiesLast 30 days 80 itemsFeatured among them 0 items

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Activity Archive · Page 6 页

11 SeptFriIssue 101–120 items
  1. English translation is being prepared.15

    Emerging Market Fixed Income: Tested, but Defensive Stance Remains

    The JPMorgan Global Research podcast At Any Rate was recorded on September 10, 2026, with Anezka Christovova, Ben Ramsey, and Tania Escobedo discussing the impact of the latest market developments on emerging market fixed income asset classes. This content is for informational purposes only; it may not be reproduced, sold, or redistributed without the written permission of JPMorgan, nor may its research data be used in third-party AI systems or models.

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10 SeptThu
  1. Citi: Research @ Citi20

    The Markets Edition: Should Markets Be Panicking About U.S. Treasury Yields?

    Adam Pickett and Giammarco Miani state in this Citi podcast that they are not concerned about U.S. Treasury yields, while noting that the risk of a September rate hike is slightly higher than current market pricing. This podcast is for informational purposes only, does not constitute investment research, and is not financial, economic, legal, tax, or accounting advice.

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  2. Goldman Sachs: Exchanges33

    How will the Fed's reduced transparency affect markets and the economy?

    Fed Chair Kevin Warsh has led the Federal Reserve into a period of reduced transparency. Former Fed governors Donald Kohn and Stephen Miran, along with Goldman Sachs chief economist Jan Hatzius, discussed the value of Fed communication and its impact on financial markets in the Goldman Sachs Exchanges podcast, based on the latest 'Top of Mind' report.

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8 SeptTue
5 SeptSat
  1. Goldman Sachs: Exchanges29

    Dipan Patel on Permira's 'craft' private equity approach

    Dipan Patel, co-chief executive officer of Permira, joined Goldman Sachs' 'Exchanges: Great Investors' to discuss the industry-specialized investment approach and private partnership structure Permira uses, and how this model differs from institutions that scale through platform size and breadth. He also shared Permira's strategies for transforming portfolio companies, what makes related assets attractive to strategic buyers, and how to assess the technical risks of a portfolio.

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  2. English translation is being prepared.21

    J.P. Morgan Global Research: Global FX – Reassessing the Dollar Outlook, JPY, RBNZ/RBA

    The J.P. Morgan Global Research team recorded a podcast on September 4, 2026, discussing the dollar outlook following a strong jobs report. The podcast also covers JPY dynamics related to Japan's GPIF and the Bank of Japan, as well as the latest developments from the RBNZ and RBA. Institutional clients can view the associated report, and relevant research disclosures are available at www.jpmm.com/research/disclosures.

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  3. English translation is being prepared.17

    Global Rates: European Rates Markets — ECB Meeting and the European Yield Curve

    On the J.P. Morgan Global Research podcast, Francis Diamond and Khagendra Gupta discuss the upcoming ECB meeting and views on the euro area and UK yield curves. The podcast was recorded on September 4, 2026, and institutional clients can access the accompanying research report.

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4 SeptFri
3 SeptThu
  1. J.P. Morgan Asset Management: Insights Now22

    Alternative Realities: AI's Impact on the Future of Investing

    J.P. Morgan Asset Management's Alternative Realities podcast features global alternative asset strategist Aaron Mulvihill and AI strategist Dillon Edwards, discussing the safety measures and guardrails required for responsible AI adoption, expectations for AI applications in the asset management industry, and AI's impact on young talent entering the workforce today.

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2 SeptWed
  2. Citi: Research @ Citi26

    Markets Edition: How Debt Demand Is Impacting AI Investors

    Citi’s podcast explores how AI capital spending is shifting from free cash flow to debt financing, creating pressure points in the market. Scott Chronert and Daniel Sorid analyze AI bond issuance and outline what investors need to watch amid rapidly evolving conditions. This podcast is for informational purposes only and does not constitute investment research or any investment advice.

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1 SeptTue
  1. English translation is being prepared.23

    JPMorgan Eye on the Market: A Review of the Past Year’s Views on Industries, Interest Rates, and Exchange Rates

    JPMorgan’s Eye on the Market released a 31-minute video in which Michael Cembalest reviews the investment views published by the program over the past year regarding industries, interest rates, and exchange rates. This content is a special back-to-school season review for the program; you can watch the corresponding video for the full recap.

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  2. JPMorgan: Making Sense24

    J.P. Morgan Making Sense: Structured Innovation and Simplification in Modern Markets

    In the latest episode of J.P. Morgan’s Making Sense podcast, Gurps Kharaud, Head of Equities Structuring and Financing Digital Markets, and Rui Fernandes, Global Head of Structuring, discuss how the structuring business is evolving in modern markets. They touch on client demand for greater leverage, financing, protection, and customized exposure, emphasizing the need to balance innovation with practicality, and explore how AI is being used to accelerate complex structured transactions, enhance customization, and improve long-term post-trade services.

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29 AugSat
  1. JPMorgan: Making Sense24

    Capital Required for Critical Supply Chains

    In JPMorgan's Making Sense program, Michael Johnson, Head of Energy and US Government Security and Resilience Initiatives, discusses the future of global supply chains with Ben Wilson, Co-Head of North America M&A, and Andrew Castaldo, Co-Head of Middle Market M&A. The conversation covers critical mineral supply chains, manufacturing bottlenecks, and the shift from just-in-time to just-in-case inventory. The episode was recorded on March 4, 2026.

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28 AugFri
  1. Nomura: The Week Ahead23

    Nomura's The Week Ahead: Jackson Hole and Global Central Bank Rates

    Nomura's The Week Ahead previews the week ahead in global central banks and rates. In North America, we preview the Bank of Canada meeting, US nonfarm payrolls and discuss Jackson Hole. In Europe, we dive into inflation data and the ECB's hawkish communication. In Asia, we preview the Malaysia and New Zealand meetings and key regional data.

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27 AugThu
  1. Citi: Research @ Citi20

    Episode 86: The Race for Real-World Data in AI

    Ahead of Citi’s Global TMT Conference in New York, Elise Badoy and Martin Wilkie discuss the future of physical AI — the movement of artificial intelligence from the digital realm into factories, warehouses, transportation networks, and everyday life, with significant implications for companies, supply chains, and the broader economy. This podcast is for thematic content sharing only and does not constitute investment research or professional advice.

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  3. PIMCO：Accrued Interest38

    What's Driving Higher Long-Term Bond Yields?

    On the PIMCO podcast, Marc Seidner and Pramol Dhawan discuss the drivers behind rising long-term bond yields. Rising sovereign debt, a surge in AI-related corporate bond issuance, and inflation concerns have collectively pushed 30-year yields in the U.S. and elsewhere to two-decade highs. The episode also covers global term premiums, U.S. Treasury responses, AI bond issuance 'indigestion,' differences between 30-year and 10-year Treasuries, mixed data, and Jackson Hole.

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26 AugWed
  1. Citi: Research @ Citi20

    Markets Edition: Bessent and the Long End of US Treasuries

    In the Citi podcast Markets Edition, Dirk Willer and Alex Saunders discussed that the effectiveness of the US Treasury in stabilizing the long end of US Treasuries remains to be seen, while noting that it still has available policy tools. The two also explored the macro impact of US Treasury-related measures on various assets such as gold, the US dollar, and stocks. This podcast is for informational purposes only and does not constitute investment research or any investment advice.

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25 AugTue