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1. 

   E417 · 13 Oct 2026 · 22 minNew

   Blackstone on hedge funds: Why multi-strats are back

   Multi-strategy hedge funds are drawing fresh attention as investors reassess traditional 60/40 portfolios amid higher stock–bond correlations. In this second conversation with Blackstone, Kumar Panja, EMEA head of Capital Advisory Group at J.P. Morgan, sits down with Joe Dowling, global head of Blackstone Multi‑Asset Investing business (BXMA), and Riad Abrahams head of Strategy, Risk and Quant Analytics in BXMA, to unpack what’s driving multi‑strat growth—and how allocators are using these strategies as a potential fixed income substitute. They discuss how leading multi‑strat platforms are…

2. 

   E416 · 2 Oct 2026 · 9 min

   September jobs report: "When the risks are two-sided, you're in good position"

   Payrolls came in lower than expected in the September jobs report, but topline numbers may not tell the whole story. In this episode of Making Sense, Alexa Hanelin of the Rates team sits down with Michael Feroli, J.P. Morgan's chief U.S. economist, to give a read on the print, unearth what's behind the softness and find where the data may be more encouraging than expected. They also discuss how this report might affect the path of Fed rate cuts, digest recent commentary from FOMC officials and offer a view to what might affect the forecast for one more rate hike with inflation seeming to…

3. 

   E414 · 17 Sep 2026 · 9 min

   The Fed hikes rates. What happens now?

   For the first time in three years, the overnight federal funds rate is going up, as the Federal Open Market Committee (FOMC) voted to raise rates at its September meeting. In this episode of Making Sense, Samantha Azzarello, head of Content Strategy for Global Research, sits down with Michael Feroli, chief U.S. economist at J.P. Morgan, to discuss what went into the FOMC's decision, what to make of chair Kevin Warsh's press conference and how the unanimous Committee vote affects concerns over Fed independence. They also discuss whether rates might be considered restrictive, whether we're at…

4. 

   E413 · 16 Sep 2026 · 20 min

   Navigating credit markets in 2026: “Don’t let the macro narrative overwhelm the micro”

   As Treasury yields stay elevated and spreads remain historically tight, rates appear to be bleeding directly into credit — and investors are increasingly viewing credit through a rates lens. In this episode of Making Sense, Brian LaRocca, head of Vida Portfolio Solutions, Americas, joins Benjamin Kinney, global head of Credit and Public Finance Sales, to discuss what a "ratesified" market structure means for price discovery, electronification and portfolio trading. They also explore how policy uncertainty may be better expressed in FX than duration, why AI/data-center financing is still in…

5. 

   E412 · 11 Sep 2026 · 24 min

   The future of treasury: From back office to strategic forefront

   Treasury is no longer a back-office function. As businesses navigate increasing complexity, it has become a strategic driver of resilience, decision-making and growth. In this episode, Roxana Montazerian, EMEA Head of Broker Dealer and Specialty Finance Sales and Sara Castelhano, Head of UK, Europe & Canada Treasury Services discuss how treasury is evolving in response to changing business demands. They explore the growing role of technology, real-time data and AI, the skills treasury leaders need for the future and how organizations can transform treasury from an operational function into a…

6. 

   E411 · 8 Sep 2026 · 15 min

   How is automation shaping emerging markets?

   In this episode of J.P. Morgan's Making Sense, Meridy Cleary from the FICC Market Structure and Liquidity Strategy team sits down with Carlos Gomez-Gascón, head of EM Rates e-Trading, to explore how automation is reshaping emerging market rates trading. They unpack the key difference between electronification and true automation and discuss how automated pricing and workflows can improve speed, transparency and scalability across EM bonds, interest rate swaps and FX swaps. The conversation also covers regional market-structure nuances (including repo and futures market dynamics), the rise of…

7. 

   E410 · 4 Sep 2026 · 17 min

   What's next for tech equity capital markets in a record year for mega-cap IPOs?

   2026 continues to be a record year for equity capital markets globally — and the tech issuance calendar isn't showing signs of slowing down. In this episode of J.P. Morgan’s Making Sense, Eddie Byun, global head of Technology Equity Capital Markets (ECM), sits down with Jack Atherton, head of EMEA ECM Market Intelligence, to unpack what's driving this year's spike in activity, why investor demand is staying strong across blockbuster deals and how issuers are thinking about private versus public market access. They also explore two of the dominant narratives — AI and rates — that continue to…