At Any Rate

• Asia Cross Asset Podcast: Japan - The New LDP Leader: Implications for policy and markets

  Featured in this podcast are Sajjid Chinoy, Ayako Fujita, Junya Tanase, Takafumi Yamawaki, Rie Nishihara and Tim West. This episode was recorded on October 10, 2025. The surprise election of Sanae Takaichi as head of the Liberal Democratic Party (LDP) in Japan has brought Abenomics back in the air. But the macro environment in Japan is currently very different with inflation uncomfortably elevated and sticky. To make sense of what Takaichi would mean for economic policy and markets, Sajjid Z. Chinoy (Head of Asia Economics) and Tim West (Executive Director, Japan Sales) are joined in this week’s podcast by: Ayako Fujita – Chief Japan Economist Junya Tanase – Chief Japan FX Strategist Takafumi Yamawaki – Head of Japan Fixed Income Research Rie Nishihara – Head of Japan Equity Strategy This podcast was recorded on Oct 10, 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.

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• Global FX and Commodities: The bullish case for gold, the bearish case for USD ex-yen and the shutdown showdown

  Meera Chandan, Natasha Kaneva, Anezka Christovova, Junya Tanase and Patrick Locke discuss the outlook for gold/ the dollar, emphasize the case for cyclical FX, re-examine the prospects for yen following political developments in Japan and look ahead to next steps in the US government shutdown.   This podcast was recorded on 10 October 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5098922-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

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• EM Sovereign External Repayment Risks: Staying alive after 2025

  Ben Ramsey, Nishant Poojary and Jonny Goulden discuss the latest publication on EM Sovereign External Repayment Risks. This report builds on our previous work, providing a comprehensive assessment of external repayment risks across a broad set of EM and frontier sovereigns. We focus on 18 sovereigns flagged by our risk metric assessment as most vulnerable to credit events. Our set of countries features many familiar names that have faced stress in the past, but there are also some new names in the mix. Our key finding is that the majority of at-risk EM sovereigns possess sufficient reserves and financing sources to meet upcoming Eurobond amortizations through 2026.   Speakers Jonny Goulden, Head of EM Fixed Income Strategy Ben Ramsey, Head of EM Sovereign Credit Strategy Nishant Poojary, Emerging Markets Strategy   This podcast was recorded on October 8, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4987663-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

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• Global FX: Shutdown limbo

  This week, our Global FX Strategists, Arindam Sandilya and Patrick Locke break down the latest on 1) the US government shutdown's impact on the dollar, 2) next week's Japan LDP election for JPY, and 3) notable flows from recently-released FX reserve manager data for 2Q. This podcast was recorded on 03 October 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5093564-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

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• Global Rates: Cross currency basis 4Q25 outlook

  In this podcast Khagendra Gupta and Ipek Ozil discuss the drivers of €STR/SOFR cross currency bases.   Speakers:  Ipek Ozil, Head of US Interest Rate Derivatives Strategy Khagendra Gupta, Head of European Interest Rate Derivatives Strategy   This podcast was recorded on 3 October 2025. This communication is provided for information purposes only. Institutional clients can view the related report at  https://www.jpmm.com/research/content/GPS-5092332-0  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.  

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