At Any Rate

On Saturday, February 28, Israel and the US started a wave of attacks on Iran, rocking the energy markets. As of Thursday, commercial traffic through the crucial Strait of Hormuz remained virtually nonexistent and production shut-ins are looming for the Gulf. We explain the importance of the region for global energy, summarize latest development and discuss the range of options that have been proposed to ease the crisis.

 

Speakers: 

Natasha Kaneva, Head of Global Commodities Research

Otar Dgebuadze, Global Natural Gas Research

 

This podcast was recorded on March 6, 2026.

 

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5226873-0, https://www.jpmm.com/research/content/GPS-5225390-0, https://www.jpmm.com/research/content/GPS-5225478-0, https://www.jpmm.com/research/content/GPS-5224065-0, https://www.jpmm.com/research/content/GPS-5223708-0, and https://www.jpmm.com/research/content/GPS-5222592-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.

We discuss the top down dollar/ FX view following developments in Iran and outline the best escalation and recovery candidates in DM and EM. 

 

Speakers

Meera Chandan, Global FX Strategy

James Nelligan, Global FX Strategy

Patrick Locke, Global FX Strategy

Arindam Sandilya, Global FX Strategy

Anezka Christovova, Head of EMEA EM Local Markets Strategy

 

 

This podcast was recorded on 06 March 2026.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5227665-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

© 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.

Jonny Goulden and Anezka Christovova discuss the latest market developments and their impacts for the EM fixed income asset class.

This podcast was recorded on 06 March 2026.

© 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.

We discuss recent developments around the CNY, GBP, SEK and the dollar.

Speakers
Meera Chandan, Global FX Strategy
Tiffany Wang, Emerging Markets Strategy
Patrick Locke, Global FX Strategy
Octavia Popescu Global FX Strategy
Kunj Padh, Global FX Strategy

This podcast was recorded on 27 February 2026.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5216241-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

© 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party

In this podcast Francis Diamond and Aditya Chordia discuss the topic of Eurobonds as well as UK rate markets following the recent by-election and ahead of the spring statement.

 

This podcast was recorded on 27 February 2026.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5220641-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

© 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.