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9:48 - Markets and Economy
Managing volatility as a market condition
Aug 28, 2026
Explore how J.P. Morgan’s Gergana Thiel, Global Head of Macro Sales, and David Nahmanovici, Head of Global Commodities Sales, see the forces reshaping volatility, from deglobalization and commodity shocks to data-led decision-making, algorithmic execution, and the growing role of technology in risk management.
Markets and Economy
Aug 28, 2026
Geopolitical shocks, commodity swings, retail flows, and rapid reversals are changing how markets move. Explore how institutional traders are managing volatility as an ongoing condition—using data, technology, and judgment to respond faster and think further ahead.
Markets and Economy
U.S. earnings are exceptional. Stocks are playing catch-up
Aug 28, 2026
Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.
Markets and Economy
How AI adoption by small businesses could reshape the economy – and what that means for investors
Aug 25, 2026
Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.
Markets and Economy
From Tokyo to London to Washington, debt is in the doghouse
Aug 21, 2026
Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.
Markets and Economy
Software report: Industry trends
Aug 20, 2026
Our software industry report analyzes the latest market trends, including AI's transformative impact on SaaS business models, the bifurcation of venture investment, public software valuations and accelerating M&A activity.
Markets and Economy
When will the Fed hike? It doesn’t matter
Aug 14, 2026
The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.
Markets and Economy
Aug 14, 2026
The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.
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