About this episode

Analysts from J.P. Morgan Global Research will discuss market trends and expectations for the second half of 2026.

2026 has been defined by big market moves, shifting expectations for inflation and policy, and persistent geopolitical headwinds. Next week, analysts from across J.P. Morgan Global Research will deliver a global check-in on what’s held up, what have been the biggest surprises and what matters most for the second half — across equities, rates, FX, commodities and more. Tune in on Monday, June 29, for the full episode.

People in this episode

Host: J.P. Morgan

Topics covered

• market moves
• inflation expectations
• geopolitical headwinds
• global research
• equities
• rates
• commodities

Mentioned in this episode

Organizations: J.P. Morgan

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