Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Commodities

<ul><li>Russia has pledged to cut oil output to 9 million barrels per day by June, potentially causing Brent oil prices to rise to $90 in April and above $100 in the future</li><li>The US has the option to release up to 60 million barrels of crude oil from the Strategic Petroleum Reserve to mitigate the impact of high oil prices</li><li>SPR inventories currently cover 188 days of net import demand for crude oil, suggesting that the reserve may not need to be as large as it once was and could be used for funding infrastructure and federal spending priorities</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Russia has pledged to cut oil output to 9 million barrels per day by June, potentially causing Brent oil prices to rise to $90 in April and above $100 in the futureThe US has the option to release up to 60 million barrels of crude oil from the Strategic Petroleum Reserve to mitigate the impact of high oil pricesSPR inventories currently cover 188 days of net import demand for crude oil, suggesting that the reserve may not need to be as large as it once was and could be used for funding infrastructure and federal spending prioritiesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Commodities Focus: Without Counter-Measures, Oil Headed to $100

<ul><li>Observable crude inventories in key regions have steadily drawn down, reaching 40 million barrels below December levels.</li><li>Global onshore crude inventory is at a record low of 4.4 billion barrels, signaling increased demand.</li><li>Refinery runs and healthy refinery cracks and margins are drawing down on crude inventories, supported by strong gasoline cracks.</li></ul>This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Observable crude inventories in key regions have steadily drawn down, reaching 40 million barrels below December levels.Global onshore crude inventory is at a record low of 4.4 billion barrels, signaling increased demand.Refinery runs and healthy refinery cracks and margins are drawing down on crude inventories, supported by strong gasoline cracks.This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Global Commodities: How to Gain $10 in Three Months

Podcast by Hedge Fund Manager Erik Townsend, Macro Voices

Macro Voices

Podcast by Hedge Fund Manager Erik Townsend

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

Cross Asset Strategy

<ul><li>Updates on the Macro scoreboard, including the S&amp;P 500 futures and the US dollar index</li><li>Key news to watch next week, such as consumer confidence numbers and GDP</li><li>Interview with Mike Green from Simplify Asset Management discussing inflation and monetary policy, potential risks and market expectations</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Updates on the Macro scoreboard, including the S&amp;P 500 futures and the US dollar indexKey news to watch next week, such as consumer confidence numbers and GDPInterview with Mike Green from Simplify Asset Management discussing inflation and monetary policy, potential risks and market expectationsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?

Macroeconomics

<ul><li>The global backdrop for the start of the year is better than anticipated, with a broad-based upturn in PMIs suggesting steady or even growing global and emerging market growth.</li><li>The US is experiencing some slowing in growth, but consumer demand is more solid, supported by strong labor markets and falling inflation.</li><li>China's GDP growth is expected to remain around 5.5% in the near term, but there are concerns about ongoing deflation, housing market weakness, and its impact on corporate revenues and private sector confidence. Outside of China, emerging markets in Asia and Latin America are seeing growth rebound, driven by improvements in consumer and industrial sectors.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The global backdrop for the start of the year is better than anticipated, with a broad-based upturn in PMIs suggesting steady or even growing global and emerging market growth.The US is experiencing some slowing in growth, but consumer demand is more solid, supported by strong labor markets and falling inflation.China's GDP growth is expected to remain around 5.5% in the near term, but there are concerns about ongoing deflation, housing market weakness, and its impact on corporate revenues and private sector confidence. Outside of China, emerging markets in Asia and Latin America are seeing growth rebound, driven by improvements in consumer and industrial sectors.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income: Emerging Markets Outlook & Strategy for February

<ul>
<li>Patrick Ceresno will be a panelist in a session on the nuclear renaissance.</li>
<li>The S&amp;P 500 March futures were up 298 basis points at the close on February 7.</li>
<li>The US dollar index was up 52 basis points, trading at 104.5.</li>
</ul>
This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.


Patrick Ceresno will be a panelist in a session on the nuclear renaissance.
The S&amp;P 500 March futures were up 298 basis points at the close on February 7.
The US dollar index was up 52 basis points, trading at 104.5.

This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999

United States

Crude oil is a naturally occurring, unrefined petroleum product composed of hydrocarbon deposits and other organic materials. Crude oil can be refined to produce usable products such as gasoline, diesel and various forms of petrochemicals. It is a nonrenewable resource, also known as a fossil fuel, which means that it can't be replaced naturally at the rate we consume it and is therefore a limited resource.

Crude Oil (CL1 COM COMDTY)

Commodities Focus: Without Counter-Measures, Oil Headed to $100

Russia has pledged to deepen its oil output cut, which may lead to increased oil prices and potentially reach $200 by September, with the US...

At Any Rate

Global Commodities: How to Gain $10 in Three Months

The decrease in crude inventories, record low global onshore crude inventory, increasing oil demand, declining OPEC crude exports, and higher...

At Any Rate

MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?

What if the data told the Fed to go the other direction and we had rate hikes between now and the election? Feels to me like nobody's positioned...

Macro Voices

EM Fixed Income: Emerging Markets Outlook & Strategy for February

The global economy is performing better than expected at the start of the year, with strong growth in emerging markets and resilient growth in...

At Any Rate

MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999

The online discussion on the nuclear renaissance is scheduled for Sunday, featuring panelists Justin Hewn and Thomas Jam Patterson, and key news to...

Macro Voices