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>EM sovereign credit markets are a key focus</li><li>Overall risk environment for EM is being closely monitored, with a more neutral stance on EMFX rates and corporates</li><li>Tariffs and ongoing tariff uncertainty are major drivers in the coming weeks, with markets having ground better despite potential downside risks in growth</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM sovereign credit markets are a key focusOverall risk environment for EM is being closely monitored, with a more neutral stance on EMFX rates and corporatesTariffs and ongoing tariff uncertainty are major drivers in the coming weeks, with markets having ground better despite potential downside risks in growthThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income: Summer catch-up as spreads catch-down

<ul><li>Uncertainty surrounds the implementation of reciprocal tariffs and fentanyl-based tariffs under the IPA Act, with a federal court hearing scheduled for July 31st.</li><li>The average tariff rate for ASEAN economies is currently around 9%, but could increase significantly if threatened tariffs are implemented, possibly exceeding 20%.</li><li>The impact of these tariffs on EM economies and inflation remains uncertain, leading to a less stable macroeconomic landscape in the second half of the year.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Uncertainty surrounds the implementation of reciprocal tariffs and fentanyl-based tariffs under the IPA Act, with a federal court hearing scheduled for July 31st.The average tariff rate for ASEAN economies is currently around 9%, but could increase significantly if threatened tariffs are implemented, possibly exceeding 20%.The impact of these tariffs on EM economies and inflation remains uncertain, leading to a less stable macroeconomic landscape in the second half of the year.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 and Strategy: Hold Reduced EM Exposure into the Summer

<ul><li>Lack of reaction in emerging markets to tensions in the Middle East</li><li>Market focusing on base case scenario rather than worst-case scenario</li><li>Outlook for second half of the year still hinging on US trade policy and cyclical environment in EM</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Lack of reaction in emerging markets to tensions in the Middle EastMarket focusing on base case scenario rather than worst-case scenarioOutlook for second half of the year still hinging on US trade policy and cyclical environment in EMThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income: Weighing the impacts of Middle East escalation

Emerging Markets for Equity Investors, The Emerging Market Equities Podcast

The Emerging Market Equities Podcast

Emerging Markets for Equity Investors

In this series we explore the themes, trends and events shaping the dynamic world of emerging markets for equity investors.‘Emerging markets’ describes a very diverse group of countries with disparate cultures, political systems and economies. Trends like higher consumption, driven by increased middle-class wealth, and early adoption of new technology are producing companies that are innovators and disruptions.With equity markets populated by current and future market leaders, emerging markets are a fertile hunting ground for active stock-pickers.

<ul><li>Bob Gilhooly, a senior emerging markets economist at Aberdeen, joins the podcast to discuss Trump's first 100 days in office and his key outcomes</li><li>Trump's focus on trade deficits and tariffs has raised concerns about revenue raising and potential impact on the U.S. deficit</li><li>Uncertainty surrounding trade negotiations and potential outcomes continues to be a key feature of Trump's presidency</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Bob Gilhooly, a senior emerging markets economist at Aberdeen, joins the podcast to discuss Trump's first 100 days in office and his key outcomesTrump's focus on trade deficits and tariffs has raised concerns about revenue raising and potential impact on the U.S. deficitUncertainty surrounding trade negotiations and potential outcomes continues to be a key feature of Trump's presidencyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

100 days later: are all countries emerging markets now?

<ul><li>EM sustainable debt universe is now $1.4 trillion, making up 14% of EM hard currency bond stock and 3% of EM local currency debt stock</li><li>Use of proceeds bonds are the largest part of the sustainable debt asset class, with green bonds dominating at 59% of the outstanding notional</li><li>EM corporate sustainable bonds have seen significant growth, with the stock of bonds increasing by over 40 billion to 360 billion in the past year, driven by strong issuance trends and a diversifying issuer base across regions, sectors, and countries</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM sustainable debt universe is now $1.4 trillion, making up 14% of EM hard currency bond stock and 3% of EM local currency debt stockUse of proceeds bonds are the largest part of the sustainable debt asset class, with green bonds dominating at 59% of the outstanding notionalEM corporate sustainable bonds have seen significant growth, with the stock of bonds increasing by over 40 billion to 360 billion in the past year, driven by strong issuance trends and a diversifying issuer base across regions, sectors, and countriesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Emerging Markets: The EM Fixed Income Sustainable Debt Asset Class

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: Summer catch-up as spreads catch-down

Overall, the risk environment for EM sovereign credit markets is negative, with signals of weaker growth and inflation picking up in the US, as...

At Any Rate

EM Fixed Income: Emerging Markets Outlook and Strategy: Hold Reduced EM Exposure into the Summer

Uncertainty surrounds the implementation of reciprocal and fentanyl based tariffs under the IPA Act, with potential impact on EM economies and...

At Any Rate

EM Fixed Income: Weighing the impacts of Middle East escalation

Overall, the reaction of emerging markets to tensions in the Middle East has been minimal, with concerns about potential impacts on economic growth...

At Any Rate

100 days later: are all countries emerging markets now?

Bob Gilhooly discusses Trump's first hundred days in office, focusing on trade deficits, tariffs, tax cuts, and the uncertainty surrounding trade...

The Emerging Market Equities Podcast

Emerging Markets: The EM Fixed Income Sustainable Debt Asset Class

The EM sustainable debt market has grown to $1.4 trillion, with green bonds leading the way and social bonds seeing a significant increase,...

At Any Rate

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