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 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

<ul><li>Discussion on EM rates, markets, and monetary policy, as well as domestic political developments</li><li>Central banks facing pressure to pivot away from easing biases due to uncertainties from tariffs and potential growth hits</li><li>Market pricing showing variation in Latin America towards a dovish bias in terms of policy rates at the end 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.

Discussion on EM rates, markets, and monetary policy, as well as domestic political developmentsCentral banks facing pressure to pivot away from easing biases due to uncertainties from tariffs and potential growth hitsMarket pricing showing variation in Latin America towards a dovish bias in terms of policy rates at the end of the yearThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income: Monetary policy struggles to be heard above the noise

<ul><li>Discussion about concerns regarding a U.S. recession or growth slowdown</li><li>Analysis of historical mentions of recession in news media compared to current levels</li><li>Evaluation of EM credit market sensitivity to recessionary risks and market moves so far</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion about concerns regarding a U.S. recession or growth slowdownAnalysis of historical mentions of recession in news media compared to current levelsEvaluation of EM credit market sensitivity to recessionary risks and market moves so farThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income Focus: See no evil, hear no evil: EM is not yet pricing a lot of growth downside

<ul><li>Uncertainty around AI breakthroughs in non-US companies adds a layer of uncertainty to US tech stock valuations</li><li>Impact of AI disruption on emerging markets is uncertain, with potential benefits from democratization of technology but challenges in AI preparedness</li><li>EM fixed income assets may be impacted by market relationships and US equity valuations in response to AI breakthroughs</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Uncertainty around AI breakthroughs in non-US companies adds a layer of uncertainty to US tech stock valuationsImpact of AI disruption on emerging markets is uncertain, with potential benefits from democratization of technology but challenges in AI preparednessEM fixed income assets may be impacted by market relationships and US equity valuations in response to AI breakthroughsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income Focus: Tech ‘n’ Tariffs

<ul><li>EM markets reacting to executive orders and remarks from President Trump, particularly focused on tariffs</li><li>EM currencies have shown some strength due to lack of tariff implementation so far</li><li>Market relief since the inauguration, but uncertainty remains around tariff policy and other domestic issues</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 reacting to executive orders and remarks from President Trump, particularly focused on tariffsEM currencies have shown some strength due to lack of tariff implementation so farMarket relief since the inauguration, but uncertainty remains around tariff policy and other domestic issuesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income Focus: What we know (or don’t) after Week 1

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)

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

EM Fixed Income: Monetary policy struggles to be heard above the noise

This podcast explores the challenges facing emerging market central banks in navigating domestic and global economic uncertainties, such as...

At Any Rate

EM Fixed Income Focus: See no evil, hear no evil: EM is not yet pricing a lot of growth downside

The current market moves are fueling fears of a U.S. recession or growth slowdown, with concerns about weaker economic data and policy uncertainty...

At Any Rate

EM Fixed Income Focus: Tech ‘n’ Tariffs

Overall, the potential impact of AI breakthroughs on US tech stocks and EM fixed income assets is uncertain and may have varying effects on global...

At Any Rate

EM Fixed Income Focus: What we know (or don’t) after Week 1

Market participants are seeking clarity on the emerging market outlook while uncertainties surrounding tariffs, immigration, deregulation, tax...

At Any Rate

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