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.

Credit

iShares J.P. Morgan USD Emerging Markets Bond ETF / Credit

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

iShares J.P. Morgan USD Emerging Markets Bond ETF

<ul><li>Emerging Market Outlook and Strategy publication updated with team's latest views</li><li>Increased caution in EM local markets due to extended valuations, higher positioning, and heightened uncertainty</li><li>Neutral stance adopted with focus on resilient parts of the market, avoiding outright bearish position given ongoing geopolitical and economic factors</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Emerging Market Outlook and Strategy publication updated with team's latest viewsIncreased caution in EM local markets due to extended valuations, higher positioning, and heightened uncertaintyNeutral stance adopted with focus on resilient parts of the market, avoiding outright bearish position given ongoing geopolitical and economic factorsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income: To every thing there is a season

Debt Capital Markets

iShares J.P. Morgan USD Emerging Markets Bond ETF / Debt Capital Markets

<ul><li>Markets have seen a strong run up in asset prices at the start of the year, with some tech wobbles impacting EM fixed income to a lesser degree.</li><li>Key drivers for EM fixed income include structural improvements in EM currencies and a more cyclical theme of global growth improvement.</li><li>Despite concerns about tech stock disruptions and valuations, the overall outlook for EM growth remains positive, with a focus on EM currencies and local bonds.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Markets have seen a strong run up in asset prices at the start of the year, with some tech wobbles impacting EM fixed income to a lesser degree.Key drivers for EM fixed income include structural improvements in EM currencies and a more cyclical theme of global growth improvement.Despite concerns about tech stock disruptions and valuations, the overall outlook for EM growth remains positive, with a focus on EM currencies and local bonds.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income: Getting fully back on the EM horse

<ul><li>US expressing interest in owning Greenland was unexpected but EM assets remained unreactive to the headlines</li><li>Markets have learned not to overreact to geopolitical noise and are more focused on global macro environment</li><li>EM currencies have been structurally bullish but tactical adjustments have been made due to technical factors and potential over positioning.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

US expressing interest in owning Greenland was unexpected but EM assets remained unreactive to the headlinesMarkets have learned not to overreact to geopolitical noise and are more focused on global macro environmentEM currencies have been structurally bullish but tactical adjustments have been made due to technical factors and potential over positioning.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income: A technical signal amid all the noise

Cross Asset Strategy

<ul><li>US and Iran reportedly in talks to end war with a short memorandum</li><li>Market reaction to announcements and risk-reward analysis in various asset classes</li><li>Focus on EMFX trading stronger on hopes of resolution, with underlying fundamentals supporting EM growth and positioning clearing out</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

US and Iran reportedly in talks to end war with a short memorandumMarket reaction to announcements and risk-reward analysis in various asset classesFocus on EMFX trading stronger on hopes of resolution, with underlying fundamentals supporting EM growth and positioning clearing outThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income: Parsing peace talks and payrolls

<ul><li>Discussion on implications of potential ceasefire on different parts of EM asset class</li><li>Relief rally seen in EM currencies, credit, and local rates following announcement of two-week ceasefire</li><li>Potential for negotiated off ramp and lower risk of recession for global economy if ceasefire holds</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 implications of potential ceasefire on different parts of EM asset classRelief rally seen in EM currencies, credit, and local rates following announcement of two-week ceasefirePotential for negotiated off ramp and lower risk of recession for global economy if ceasefire holdsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income: Will EM markets keep trading Iran conflict de-escalation?

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.

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

EM Fixed Income: To every thing there is a season

The team's monthly publication discusses the impact of elections, political developments, and conflicts on emerging markets, leading to a more...

At Any Rate

EM Fixed Income: Getting fully back on the EM horse

Asset prices rose sharply at the beginning of the year, with some volatility in tech stocks, but EM fixed income remained stable, driven by factors...

At Any Rate

EM Fixed Income: A technical signal amid all the noise

The US expressing interest in owning Greenland causes initial market volatility, but emerging market assets remain resilient due to positive global...

At Any Rate

EM Fixed Income: Parsing peace talks and payrolls

US and Iran discussing peace memorandum, market reactions, upcoming US non farm payroll, focus on Colombia and Venezuela markets, uncertainty in...

At Any Rate

EM Fixed Income: Will EM markets keep trading Iran conflict de-escalation?

The discussion on geopolitical situation and implications for EM asset class, including a ceasefire announcement leading to a relief rally in EM...

At Any Rate

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