Making Sense

• Trading Insights: The rise in European trading volumes

  In this episode, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, is joined by Chris Andrew, head of Market Structure and Regulatory Change in EMEA. Together, they explore the recent pick-up in European equity volumes and turnover ratios, discussing factors including geopolitical shifts, fiscal policy changes and the evolving landscape of European capital markets.   Finally, Eloise and Chris delve into the potential for sustained outperformance, and the implications and challenges of achieving greater capital market integration via the Savings and Investments Union across Europe.    Related episodes:   Equity Concentration Risks and the Retail Investor - April 2024  An Emerging European Retail Investor - August 2023  Market Structure and the Decline in European Liquidity - March 2023    This episode was recorded on May 22, 2025.   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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• A deep dive into the world of investment-grade private credit

  What is investment-grade private credit, and how does it differ from public credit markets? What are the opportunities and risks for borrowers? And how might the landscape evolve in the coming years? Join head of Debt Solutions Christian O’Donnell and Emily Dzieciatko from the Investment Grade Finance team as they explore this growing subset of the private credit market.   This episode was recorded on June 4, 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.  © 2025 JPMorgan Chase & Company. All rights reserved.

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• Private credit branches out

  As the private credit market continues to grow, investors are diversifying strategies across various asset classes. However, recent economic uncertainty could reshape the sector’s ongoing evolution. In this episode, Leland Price from the FICC Market Structure and Liquidity Strategy team joins Jake Pollack, head of North America Credit Trading & Global Credit Financing, for a discussion on emerging challenges and opportunities in this space. From direct lending and collateralized loan obligations (CLOs) to private credit ETFs, tune in to better understand the shifting landscape of private credit.     This episode was recorded on May 5, 2025.   The views expressed in this podcast may not necessarily reflect the views of JPMorgan 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. They are not issued by Research but are a solicitation under CFTC Rule 1.71. 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. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures © 2025 JPMorgan Chase & Company. All rights reserved.

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  23:51
• May jobs report: “Steady as she goes”

  The U.S. continued to add jobs at a steady pace in May, and the unemployment rate remained at 4.2% for the third straight month. Looking ahead however, factors including tariffs and immigration policy could lead to a slowdown in the labor market. What does all this mean for the health of the consumer as well as the wider economy? Join chief U.S. economist Michael Feroli and Lauren Brice from the U.S. Rates Sales team as they unpack the latest numbers.     This episode was recorded on June 6, 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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  9:54
• Are conditions favorable for an IPO market boom?

  How has the IPO market fared in the first half of 2025? Join Keith Canton, head of Americas Equity Capital Markets, Gaurav Maria, head of U.S. Equity-Linked Capital Markets and Laurel Zhang from the Equity-Linked Capital Markets desk as they explore the dynamics shaping the IPO landscape. The trio discusses the impact of tariffs, geopolitical tensions and market volatility on transaction volumes, as well as potential opportunities in the second half of the year.   This episode was recorded on May 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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