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.

Cross Asset Strategy

<ul><li>Market volatility due to ongoing war impacting EM fixed income</li><li>Uncertainty in market direction, cautious approach to positioning</li><li>Base case scenario of 3-4 week air campaign with potential for economic fallout; potential for earlier resolution if oil prices continue to climb</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Market volatility due to ongoing war impacting EM fixed incomeUncertainty in market direction, cautious approach to positioningBase case scenario of 3-4 week air campaign with potential for economic fallout; potential for earlier resolution if oil prices continue to climbThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income: Assessing the Situation and Path Ahead for EM in Week 2 of the Middle East Conflict

<ul><li>Discussion on recent developments in emerging markets and adjustments in views on EM fixed income</li><li>Continued bullish outlook on EM currencies and bonds, with focus on reallocation of capital and positive growth outlook</li><li>Increased volatility and concerns about dollar weakness driving market movements, with emphasis on Asian FX markets.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion on recent developments in emerging markets and adjustments in views on EM fixed incomeContinued bullish outlook on EM currencies and bonds, with focus on reallocation of capital and positive growth outlookIncreased volatility and concerns about dollar weakness driving market movements, with emphasis on Asian FX markets.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income: Navigating choppier seas with a temperamental compass

<ul><li>Currently in a highly pro-cyclical environment with strong growth forecasts and revisions</li><li>Risks for the dollar are skewed to the downside, particularly with Fed independence issues and potential tariff escalations</li><li>EM currencies are in overbought territory, with technical indicators suggesting extreme positive sentiment and consensus views</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Currently in a highly pro-cyclical environment with strong growth forecasts and revisionsRisks for the dollar are skewed to the downside, particularly with Fed independence issues and potential tariff escalationsEM currencies are in overbought territory, with technical indicators suggesting extreme positive sentiment and consensus viewsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: Bearish USD vs. EM FX risk appetite index, G10 cyclicals and the Fed

<ul><li>Focus on key global economic drivers in EM markets</li><li>Headlines such as political flashpoints and Fed independence may not have significant impact on global economic outlook</li><li>Favorable macroeconomic environment supporting EM currencies, high yield local bonds, and growth forecasts</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Focus on key global economic drivers in EM marketsHeadlines such as political flashpoints and Fed independence may not have significant impact on global economic outlookFavorable macroeconomic environment supporting EM currencies, high yield local bonds, and growth forecastsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income: Sticking to the knitting

<ul>
<li>EM markets trading with strong global beta, lack of US key data due to government shutdown affecting market direction</li>
<li>EM currencies look okay, EM rates may be less favorable, EM credit suffering from tight spreads</li>
<li>Key takeaways from IMF conference in Washington include focus on impact of AI-related investments on global growth and employment, overall mood on growth is flat with risks but no panic or euphoria</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


EM markets trading with strong global beta, lack of US key data due to government shutdown affecting market direction
EM currencies look okay, EM rates may be less favorable, EM credit suffering from tight spreads
Key takeaways from IMF conference in Washington include focus on impact of AI-related investments on global growth and employment, overall mood on growth is flat with risks but no panic or euphoria

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income: Reviewing the global & previewing the upcoming idiosyncratic

United States

iShares J.P. Morgan USD Emerging Markets Bond ETF is an exchange-traded fund incorporated in the USA. The ETF seeks investment results that correspond to the price and yield of the JP Morgan Emerging Markets Bond Index.

iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB US)

iShares J.P. Morgan USD Emerging Markets Bond ETF

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iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB US)

EM Fixed Income: Assessing the Situation and Path Ahead for EM in Week 2 of the Middle East Conflict

Investors are advised to reassess their EM fixed income views and consider adding to local markets cautiously due to ongoing market volatility and...

At Any Rate

EM Fixed Income: Navigating choppier seas with a temperamental compass

A discussion on recent developments in emerging markets, particularly focusing on EM fixed income, highlights a constructive view on EM supported...

At Any Rate

Global FX: Bearish USD vs. EM FX risk appetite index, G10 cyclicals and the Fed

Macro data indicates a pro-cyclical environment with strong growth, supported by fiscal and monetary policy easing, while potential risks such as...

At Any Rate

EM Fixed Income: Sticking to the knitting

The article highlights key political and geopolitical issues affecting emerging markets in 2026, emphasizing the importance of considering the...

At Any Rate

EM Fixed Income: Reviewing the global & previewing the upcoming idiosyncratic

EM markets are trading with global beta, impacted by US shutdown, trade negotiations, and geopolitical events, with currencies stable, rates less...

At Any Rate

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)