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 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

<ul><li>Recent data has shown better-than-expected growth globally, leading to a shift in the macro landscape.</li><li>The US economy has shown signs of weakness, particularly in the labor market, but overall growth forecasts have been revised upwards.</li><li>Emerging markets have maintained a positive bias, with inflows steadily coming in, but there are concerns about potential vulnerability in EM currencies and local rates markets if the US growth environment remains strong.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Recent data has shown better-than-expected growth globally, leading to a shift in the macro landscape.The US economy has shown signs of weakness, particularly in the labor market, but overall growth forecasts have been revised upwards.Emerging markets have maintained a positive bias, with inflows steadily coming in, but there are concerns about potential vulnerability in EM currencies and local rates markets if the US growth environment remains strong.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income: Is better growth worse for EM?

<ul><li>Despite a mixed Fed meeting, EM markets continue to rally in FX and rates</li><li>EM local markets still in a good place with upside potential in growth and improving flow picture</li><li>Sovereign credit markets have had a strong performance year to date, with investors feeling optimistic but also acknowledging the need to be humble in assessing macro risks and valuations.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Despite a mixed Fed meeting, EM markets continue to rally in FX and ratesEM local markets still in a good place with upside potential in growth and improving flow pictureSovereign credit markets have had a strong performance year to date, with investors feeling optimistic but also acknowledging the need to be humble in assessing macro risks and valuations.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income: (EM) Credit where credit’s due

<ul><li>Global growth has been better than expected, particularly in emerging markets, due to strong export performance and tech cycle strength</li><li>China's growth is expected to slip below 3% in the second half, with domestic demand slowing sharply</li><li>Despite the growth resilience in EM, central banks are expected to continue their gradual cutting cycle due to weak domestic demand and disinflation trends</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global growth has been better than expected, particularly in emerging markets, due to strong export performance and tech cycle strengthChina's growth is expected to slip below 3% in the second half, with domestic demand slowing sharplyDespite the growth resilience in EM, central banks are expected to continue their gradual cutting cycle due to weak domestic demand and disinflation trendsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Emerging Markets Outlook and Strategy for September 2025

<ul><li>Global growth has been revised upwards since June, with a persistent trend in positive economic data.</li><li>The Fed is facing pressure to cut rates, with markets already pricing in a September easing.</li><li>EM local markets are looking appealing, with credit suffering from valuation issues rather than fundamental problems.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global growth has been revised upwards since June, with a persistent trend in positive economic data.The Fed is facing pressure to cut rates, with markets already pricing in a September easing.EM local markets are looking appealing, with credit suffering from valuation issues rather than fundamental problems.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income: Wake me up when September starts

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: 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

EM Fixed Income: Is better growth worse for EM?

Global growth is better than expected, but there is concern about the shifting growth outlook in emerging markets, US economy weakness, and...

At Any Rate

EM Fixed Income: (EM) Credit where credit’s due

Emerging markets are experiencing a rally post-Fed meeting, with positive fixed income performance, weakening dollar, strong local markets, and...

At Any Rate

Emerging Markets Outlook and Strategy for September 2025

Global growth is expected to increase, but there are concerns of a recession in the US, while emerging markets show resilience, though China's...

At Any Rate

EM Fixed Income: Wake me up when September starts

Overall, the summer has seen quiet markets with high equities and low volume, as global growth trends upwards, the Fed prepares to cut rates, and...

At Any Rate

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52-week Range

Market Cap (USDm)

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