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Fixed Income: The US-China Détente: Implications for Asia
Manage episode 482851283 series 2833815
Content provided by J.P. Morgan Global Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J.P. Morgan Global Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
What are the near-term macro implications for China from the temporary tariff roll-back in Geneva? Can the truce become permanent? What are the spillover effects to the rest of the region? Are the Japan and Korea trade deals imminent? Are currency accords part of these deals? Will the BoJ continue normalizing sooner than October? Sajjid Chinoy, Haibin Zhu, Ayako Fujita and Seokgil Park discuss these questions and more.
This podcast was recorded on May 14, 2025.
This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-4978369-0, https://jpmorganmarkets.com/research/content/GPS-4982620-0 and https://jpmorganmarkets.com/research/content/GPS-4966658-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.
126 episodes
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Manage episode 482851283 series 2833815
Content provided by J.P. Morgan Global Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J.P. Morgan Global Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
What are the near-term macro implications for China from the temporary tariff roll-back in Geneva? Can the truce become permanent? What are the spillover effects to the rest of the region? Are the Japan and Korea trade deals imminent? Are currency accords part of these deals? Will the BoJ continue normalizing sooner than October? Sajjid Chinoy, Haibin Zhu, Ayako Fujita and Seokgil Park discuss these questions and more.
This podcast was recorded on May 14, 2025.
This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-4978369-0, https://jpmorganmarkets.com/research/content/GPS-4982620-0 and https://jpmorganmarkets.com/research/content/GPS-4966658-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.
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Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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continue reading
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