

Making Sense
“Making Sense,” the podcast channel from J.P. Morgan’s Commercial & Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy. Subscribe now for insights that will help you navigate the world we live in.
Episodes


Rally or retreat? What's next for US equities?

What’s the outlook for credit financing in 2026?

How events in Venezuela could reshape global commodities

December Jobs Report: Will the US economy remain in a “low-hire, low-fire” mode?

Corporate Compass 2026: Market resilience, AI and geopolitics

2026 outlook: What’s next for markets and the global economy?
The podcast explores the outlook for markets and the global economy in 2026, considering factors like trade tensions and the rise of AI. It anticipates a constructive outlook for equities, particularly in developed and emerging markets, driven by robust earnings and easing inflation. Key factors include sticky inflatio...

The Supreme Court, executive power and market implications

Mega deals and market shifts: 2025 investment banking recap and 2026 outlook

Live from the trading floor: Views on global rates, FX, and EM

Trading Insights: What to watch in equity markets heading into year-end

AI, policy and the future of U.S. power trading

Trading Insights: Unpacking innovations in quantitative investment strategies (QIS)

Uncharted territory: Unpacking the longest government shutdown on record

“It’s not just innovation, it’s impact”: How AI is revolutionizing healthcare

Live from Money20/20 Middle East: Moving money, shaping futures

How stablecoins are reshaping global finance

"Bending, not breaking": The global economy’s new normal

Trading Insights: Exploring trend-following strategies with Lynx’s CEO

Inside Tech Stars 2025: From IPOs to defense tech
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