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

<ul><li>Investors were generally positive and not bearish, with a focus on thin spreads compensated by yields and strong credit quality</li><li>High grade bond demand remained strong, with ongoing retail interest and no weakening in institutional demand reported</li><li>Hedge fund investors in high yield were cautious, focusing on avoiding losers and uncertainty around creditor outcomes</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Investors were generally positive and not bearish, with a focus on thin spreads compensated by yields and strong credit qualityHigh grade bond demand remained strong, with ongoing retail interest and no weakening in institutional demand reportedHedge fund investors in high yield were cautious, focusing on avoiding losers and uncertainty around creditor outcomesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Spreadbites ‒ Credit colour from last week’s Global Markets Conference in Paris

HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Cross Asset Strategy

<ul><li>The podcast discussed the impact of technology, particularly AI and LLMs, on the financial industry</li><li>Predictions were made for 2025, including a bullish outlook on Bitcoin and the importance of stock picking in a changing market</li><li>The dollar's strength and potential disruptions, as well as the focus on quality and value in stock selection, were highlighted as key factors to watch for in the coming year's market trends.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The podcast discussed the impact of technology, particularly AI and LLMs, on the financial industryPredictions were made for 2025, including a bullish outlook on Bitcoin and the importance of stock picking in a changing marketThe dollar's strength and potential disruptions, as well as the focus on quality and value in stock selection, were highlighted as key factors to watch for in the coming year's market trends.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Bill Mann & Mark Connors: Legacy Systems, Bitcoin, and AI Tech | The New Barbarians Podcast - #002

Podcast Exploring Themes Driving Global Markets, Nomura - The Week Ahead

Nomura – The Week Ahead

Podcast Exploring Themes Driving Global Markets

Nomura - The Week Ahead

We explore the main themes that will drive global markets over the coming week, discussing the key market moving events and risks to keep on your radar.

<ul><li>Central banks in the US, Europe, and Asia have made policy rate announcements, with the Fed in the US easing rates and the ECB expected to continue cutting rates.</li><li>The US economy is expected to see slowing growth momentum in the coming year, with concerns about policy risks from the incoming Trump administration.</li><li>In Asia, Japan is forecasted to experience above potential growth with rate hikes, while China continues to struggle with low inflation and credit growth.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Central banks in the US, Europe, and Asia have made policy rate announcements, with the Fed in the US easing rates and the ECB expected to continue cutting rates.The US economy is expected to see slowing growth momentum in the coming year, with concerns about policy risks from the incoming Trump administration.In Asia, Japan is forecasted to experience above potential growth with rate hikes, while China continues to struggle with low inflation and credit growth.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast of business and financial stories, Behind the Money

Behind the Money

Podcast of business and financial stories

From hostile takeovers to C-suite intrigue, Behind the Money takes you inside the business and financial stories of the moment with reporting from Financial Times journalists around the world.

<ul><li>Business executives blame regulations for hindering innovation and making products more expensive</li><li>Supreme Court overturned Chevron deference, giving businesses more power to challenge regulations</li><li>The end of Chevron rule may lead to confusion and legal challenges for businesses in regulated industries</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Business executives blame regulations for hindering innovation and making products more expensiveSupreme Court overturned Chevron deference, giving businesses more power to challenge regulationsThe end of Chevron rule may lead to confusion and legal challenges for businesses in regulated industriesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

<ul><li>Stocks have rallied significantly in a rising rate environment, defying initial expectations</li><li>There is nervousness in the market due to lack of breadth in stocks and heavy reliance on tech stocks like Nvidia</li><li>Tom Lee, co-founder of Fundstrat Global Advisors, accurately predicted the stock market rally, with a target of 5500 for the S&amp;P 500, which is close to the current level of 5475</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Stocks have rallied significantly in a rising rate environment, defying initial expectationsThere is nervousness in the market due to lack of breadth in stocks and heavy reliance on tech stocks like NvidiaTom Lee, co-founder of Fundstrat Global Advisors, accurately predicted the stock market rally, with a target of 5500 for the S&amp;P 500, which is close to the current level of 5475This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Why Tom Lee Thinks We Could See S&P 15,000 by 2030

United States

The S&P 500® is widely regarded as the best single gauge of large-cap U.S. equities and serves as the foundation for a wide range of investment products. The index includes 500 leading companies and captures approximately 80% coverage of available market capitalization.

S&P 500 INDEX (SPX INDEX)

Spreadbites ‒ Credit colour from last week’s Global Markets Conference in Paris

Investors are cautiously optimistic about the market, with strong credit quality and a focus on floating rate products and corporate bonds in fixed...

At Any Rate

Bill Mann & Mark Connors: Legacy Systems, Bitcoin, and AI Tech | The New Barbarians Podcast - #002

The podcast covered the rise of Bitcoin, the importance of the dollar index, predictions for Bitcoin's future, stock picking strategies in a...

William Mann

The Week Ahead – Happy New Year?

Central banks globally are lowering policy rates, US expected to see exceptional growth in 2024, downside risks from Trump administration policies,...

Nomura – The Week Ahead

Less Regulation, More Problems?

The overturning of the Chevron deference by the Supreme Court may lead to increased challenges of regulations by businesses, causing uncertainty...

Behind the Money

Why Tom Lee Thinks We Could See S&P 15,000 by 2030

In a rising rate environment, stocks have performed unexpectedly well, hitting record highs in the S&;P 500, but concerns linger about the market's...

Odd Lots