All into Account

Hosted by J.P. Morgan Global Research

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100

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Oct 2026

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Thought leaders from J.P. Morgan Global Research discuss cross asset investing and highlight key trends impacting financial markets.

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60 recent

October 7, 2026Episode 21321 min

All Into Account: No Quick Fix for US Housing Affordability - Affordability Challenges are Reshaping Markets

Housing affordability remains the most enduring post-pandemic challenge to the cost of living. The supply-demand imbalances remain the binding constraint, but the drivers of the housing affordability crisis are broadening. In this latest All into Account podcast episode featuring J.P. Morgan research analysts, we unpack the housing affordability crisis, from frozen supply and rate lock-in effects to policy fixes, CRE recovery, the spillover to corporate credit and what JPMorganChase is doing to support housing supply and affordability with its American Dream Initiative. Speakers: Joyce Chang, Chair of Global Research Mohammed Hossain, Strategic Research John Sim, Head of Securitized Products Research Chong Sin, Securitized Products Research Anthony Paolone, CFA, Co-Head of REITs & Real Estate Services Michelle Herrick, Head of Commercial Real Estate Arjun Chandar, North America Corporate Credit Research Bennett Parrish, Economic and Policy Research This podcast was recorded on Oct 7, 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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

October 5, 2026Episode 21217 min

All into Account - Toward a New Economic Growth Model for China: IMF Perspectives on Advancing China’s Reforms

In this latest All into Account podcast episode, we are pleased to feature Krishna Srinivasan, Director of the Asia and Pacific Department at the International Monetary Fund (IMF), who helps us dive into the IMF’s latest book “Toward a New Economic Growth Model for China”. We discuss why China’s investment- and export-led growth model is reaching its limits, the reforms needed to revive domestic demand, and the macro-financial framework required to support a more consumption and market-driven economy, and our key takeaways follow. Speakers: Joyce Chang, Chair of Global Research Krishna Srinivasan, Director, Asia-Pacific Department at International Monetary Fund This podcast was recorded on September 28, 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 J.P. Morgan 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.

September 23, 2026Episode 21122 min

All into Account - US Midterms: Momentum Shifts Left

With the US midterm elections approaching, we’re pleased to feature two leading political and policy experts, Charles Myers, Chairman and Founder of Signum Global Advisors, and Frank Kelly, Founder and Managing Partner of Fulcrum Macro Advisors. In this latest All into Account podcast episode, we discuss the shifting electoral landscape, affordability and oil pressures, post-election policy risks, AI politics and the 2028 presidential field. Speakers: Amy Ho, Strategic Research Joyce Chang, Chair of Global Research Charles Myers, Chairman and Founder of Signum Global Advisors, Frank Kelly, Founder and Managing Partner of Fulcrum Macro Advisors This podcast was recorded on September 9, 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 J.P. Morgan 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.

September 14, 2026Episode 21035 min

Shifting Market Structure Beneath the Calm - IMF’s Tobias Adrian on a Decade of Global Financial Stability

Tobias Adrian shares lessons learned from his tenure as Financial Counsellor and Director of the IMF’s Monetary and Capital Markets Department, a role he assumed from January 2017 to August 31, 2026. Tobias led the IMF’s work on capital markets, financial sector surveillance, monetary and macroprudential policies, digital money, financial regulation, and crisis management, highlighted in the IMF’s biannual Global Financial Stability Reports . He reflects on a period marked by the transition from “lower for longer” to “higher for longer” as the markets were hit by the pandemic, multiple wars, the return of inflation, rising tariffs and greater geoeconomic fragmentation. The increase in fiscal spending has made sovereign debt the headline risk, a shift from 2017, when corporate leverage was the headline. Speakers: Joyce Chang, Chair of Global Research Tobias Adrian, Advisor to Managing Director Kristalina Georgieva, International Monetary Fund, former Financial Counsellor and Director of the Monetary and Capital Markets Department This podcast was recorded on September 3, 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.

July 22, 2026Episode 20941 min

All into Account: Strait Risk to Market Risk: V-Shaped Rebound, Narrow Runway

In this episode, Joyce Chang, Chair of Global Research, joins Petya Koeva Brooks (IMF) and Ayhan Kose (World Bank) to discuss their midyear outlooks that touch on competing forces—downside risks from energy security pressures, higher fiscal costs, and higher-for-longer rates vs. upside potential from AI capex investment and stronger positioning along the technology value chain. While the rebound from the Iran conflict is V-shaped and stronger than expected, confidence is increasingly reliant on market performance. Speakers: Joyce Chang, Chair of Global Research, J. P. Morgan Petya Koeva Brooks, Deputy Director, International Monetary Fund Ayhan Kose, Deputy Chief Economist of the World Bank Group and Director of the Prospects Group This podcast was recorded on 20 July 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.

July 8, 2026Episode 20819 min

AI in Asset Allocation

Speakers: Thomas Salopek Shizuka Suga This podcast was recorded on 8 July 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.

June 15, 2026Episode 20718 min

All into Account: How to win a Trade War

In this episode, Joyce Chang, Chair of Global Research, is joined by Chad Bown of the Peterson Institute for International Economics to discuss his new book, How to Win a Trade War: An Optimistic Guide to an Anxious Global Economy, and what “winning” means in a world where trade wars are increasingly becoming the default setting. Speakers: Joyce Chang, Chair of Global Research, J.P. Morgan Chad Bown, Reginald Jones Senior Fellow, Peterson Institute for International Economics (PIIE) This podcast was recorded on June 9, 2026. This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.

June 12, 2026Episode 20626 min

From Barrels to Ballots: Middle East and Midterm Elections

In this episode we are pleased to feature two expert guest speakers: Mike Singh, who is Managing Director and a senior fellow at The Washington Institute and former senior director for Middle East Affairs at the National Security Council and Daniel Silverberg, who is a Partner at Capstone and brings deep experience at the intersection of national security and Washington policymaking from his time serving as National Security Advisor to House Majority Leader Steny Hoyer. Together, they dig into what the conflict means for regional stability and energy markets and examine how, if at all, the conflict could shape the political landscape as we head toward the US midterm elections. Speakers: Amy Ho, Strategic Research, JPMorgan Mike Singh, Managing Director, The Washington Institute Daniel Silverberg, Partner, Capstone This podcast was recorded on June 9, 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 J.P. Morgan 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.

May 12, 2026Episode 20533 min

All into Account: What to Watch for at the Trump-Xi Summit

In this episode, we take a closer look at what to watch for in the upcoming Trump-Xi summit, which will be the first U.S. presidential visit to Beijing in nearly nine years, including what realistic deliverables may look like. We are pleased to welcome two leading experts: Zongyuan Zoe Liu, Maurice R. Greenberg Senior Fellow for China Studies at the Council on Foreign Relations (CFR), and Navin Girishankar, President of the Economic Security & Technology Department at the Center for Strategic and International Studies (CSIS). The discussion will be moderated by J.P. Morgan’s Amy Ho, Strategic Research, and will begin with opening remarks from Joyce Chang, Chair of Global Research. Institutional clients of J.P. Morgan can view the related report at https://jpmorganmarkets.com/research/content/GPS-5298527-0 . Speakers: Joyce Chang, Chair of Global Research Amy Ho, Strategic Research Navin Girishankar, President of the Economic Security & Technology Department at the Center for Strategic and International Studies (CSIS) Zongyuan Zoe Liu, Maurice R. Greenberg Senior Fellow for China Studies at the Council on Foreign Relations (CFR) This podcast was recorded on May 8, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-5298527-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.

March 25, 2026Episode 20424 min

Where the gaps persist – The Five Ws of gender balance

In this podcast we discuss global gender parity trends in women’s workforce participation, pay, and wealth building, and assess emerging challenges from declining fertility and a shrinking working-age population alongside broader AI adoption where gender gaps remain pronounced. Guest Speakers: Tynnetta McIntosh, Global Head, Office of Women's Affairs George Eckerd, Research Director for Wealth and Markets, JPMorganChase Institute Joyce Chang, Chair of Global Research Amy Ho, Strategic Research Alexander Wise, Long-term Strategy Hannah Lee, Asia Pacific Sustainable Investing Equity Research This podcast was recorded on March 20, 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.

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