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Making Sense

J.P. Morgan
Making Sense
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  • April jobs report: Solid growth stands out against economic uncertainty
    Join Mike Feroli, J.P. Morgan's chief U.S. economist, and Alexa Hanelin from the North America Rate Sales team as they discuss the better-than-expected numbers from the April employment report. They break down the implications of trade and tariff policies, the resilience of the U.S. economy and expectations for the Federal Reserve.    This episode was recorded on May 2, 2025.   This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.  This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.  Copyright 2025, JPMorganChase & Co. All rights reserved. 
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  • Securities taxation: Why custodians must adapt
    Explore the securities taxation landscape in Europe from a custodian’s perspective and understand the rapidly transforming tax regulatory environment, requiring a heightened focus on data, technology and risk management. With increased demand for tax services in new jurisdictions given heavier compliance obligations, now is the time to focus efforts and adapt. How can global custodians strengthen their partnerships with both tax authorities and clients to continue delivering an optimal service? Learn more with Rebecca Wilmott from J.P. Morgan’s EMEA Custody Product team and Dennis Burgers, co-head of EMEA Securities Services Sales at J.P. Morgan.    This episode was recorded on March 28, 2025.   This podcast is intended for institutional clients only. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.  © 2025 JPMorgan Chase & Company. All rights reserved. 
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  • Trading Insights: Data vs. model – what’s more important?
    In this episode, Edwina Lowe, product specialist in the Data Assets and Alpha Group, speaks with Eloise Goulder, head of the group. Edwina and Eloise discuss the merits of data vs. model in the systematic investing process and the extent to which both are critically important. This episode marks the 100th episode of the Trading Insights series on our Making Sense podcast channel.    This episode was recorded on April 3, 2025.   Shownotes:  To learn more about the Data Assets & Alpha Group:  https://www.jpmorgan.com/markets/market-data-intelligence   Related podcasts:  How the Bank of England harnesses AI and data AI in the macro process, with Balyasny’s head of Macro Research & Chief Economist   The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. © 2025 JPMorgan Chase & Company. All rights reserved.
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  • Navigating volatility: M&A and leveraged capital markets update
    In this episode, host Evan Junek, global head of Corporate Finance Advisory, with Jay Hofmann, head of North America M&A, and Brian Tramontozzi, head of North America Leveraged Finance Capital Markets, explore the current state of M&A and capital markets amid market volatility. They discuss trends, challenges, and opportunities in debt capital markets and private credit, as well as M&A activities, providing valuable insights in today’s uncertain environment.    This episode was recorded on April 21, 2025.  This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.  
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  • President Trump’s first 100 days: What’s happened and what’s next?
    As President Trump approaches the 100-day mark of his second term, what has gone as expected and what has left experts surprised? Join Samantha Azzarello, head of content strategy for J.P. Morgan Research as she discusses President Trump’s first 100 days and beyond with: ·       Bruce Kasman, chief Global Economist ·       Kamal Tamboli, U.S. equity strategist ·       Natasha Kaneva, head of Global Commodity Strategy With heightened trade policy uncertainty stemming from a flurry of tariff activity, what will J.P. Morgan Research be watching in the coming weeks and months?   This episode was recorded on April 16, 2025. This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. Copyright 2025, JPMorganChase & Co. All rights reserved.  
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O 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.
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