Volatility is no longer the exception.

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.

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Highlights

Political tensions are seen as the most significant potential market driver for 2026, while volatile conditions remain traders’ greatest daily challenge. To respond effectively, firms are putting greater emphasis on real-time data and analytics, as market participants reassess traditional assumptions around diversification, hedging, and risk management.

41%

of traders expect emerging and ongoing political tensions to have the biggest market impact in 2026.1

43%

of traders say volatile markets remain their greatest daily trading challenge.1

24%

of respondents say data and analytics are their most valuable tools.1

“Markets are no longer just reacting to payroll data. Sensitivity has broadened to include jolts, weekly claims, and inflation prints like PCE alongside CPI.” 

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Gergana Thiel

Markets and Economy

The Certainty of Uncertainty: How institutional traders have adapted to the new normal of increased market volatility

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.

Read more

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.

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Space for your thinking to settle

Draw on expert analysis, discussions, and data-led perspectives to go deeper into the themes shaping institutional markets. Do more, as you challenge assumptions, connect signals, benchmark your view, and turn deeper understanding into sharper ideas and more informed decisions.

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References

1.

J.P Morgan Markets e-Trading Survey 2026