JP Morgan sees no near-term floor as reinsurance rates fall 16% at midyear

JP Morgan sees no near-term floor as reinsurance rates fall 16% at midyear

July 8, 2026 · 10 min · Season 1 · Episode 594

About this episode

The episode discusses JP Morgan's insights on the insurance ecosystem and the impact of severe convective storms on catastrophe losses.

In this episode of The Connected Podcast, the team delves into the latest developments in the insurance ecosystem, starting with JP Morgan's revelation that insured catastrophe losses have stayed below US$20 billion for five consecutive quarters, primarily due to U.S. severe convective storms. The trend highlights evolving risk modeling and appetite strategies as losses from these storms are projected to decrease further by 2025. Aon's Reinsurance Market Dynamics report showcases a surge in r...

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Hosts: Alan Demers, Stephen Applebaum

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Organizations: JP Morgan, Aon

Places: U.S.

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