At Any Rate

Oil is flowing, and natural gas might be starting to follow suit. LNG tanker crossings have posted the busiest week since March, dragging Qatar’s estimated liquefaction capacity utilization to the highest level since the war began. But can this continue?

 

Speaker: 

Otar Dgebuadze, European Natural Gas Research

 

This podcast was recorded on October 9, 2026.

 

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5475649-0, and https://www.jpmm.com/research/content/GPS-5477048-0 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.

Our Global FX Strategists Pat Locke, Meera Chandan, Tania Escobedo & James Nelligan break down the biggest event of the week - Brazil’s first-round election - and the implications for BRL. They then discuss the outlook for EUR with European spreads at still-high levels, and what that means for a potential rotation amongst funding currencies in the G10 space. 

 

This podcast was recorded on 09 October 2026.

This communication is provided for information purposes only. Institutional clients can view the related reports at

https://www.jpmm.com/research/content/GPS-5481538-0 and

https://www.jpmm.com/research/content/GPS-5475182-0

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.

Anezka Christovova, Ben Ramsey and Michael Harrison discuss the latest market developments and their impacts for the EM fixed income asset class.

This podcast was recorded on 08 October 2026.

This communication is provided for information purposes only. 

© 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, Samantha Azzarello interviews Grant Harris and Steve Palacio on the subtle yet foundational nature of Critical Chemicals, their significance to the United States and China, and what cautionary lessons can be drawn from them.

 

Speakers: 

Grant Harris, Head of Industry & Policy Thematic Research

Steven Palacio, Senior Analyst, Industry & Policy Thematic Research

Samantha Azzarello, Head of Content Strategy

 

This podcast was recorded on October 1, 2026.

 

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5450128-0 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.

Oil is flowing from the Middle East once again. Despite that, crude and refined products prices remain high, with diesel markets especially tight. In this episode, we discuss the Strait of Hormuz, but also copper and gold, where the backdrop of high diesel prices, rising real yields and El Niño has sparked discussions.   

 

Speakers: 

Natasha Kaneva, Head of Global Commodities Research

Greg Shearer, European Natural Gas

 

This podcast was recorded on October 2, 2026.

 

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5466002-0, ,and https://www.jpmm.com/research/content/GPS-5460463-0 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.