Market Insights

Understand the market inside out.

Gain a comprehensive view of the factors shaping market sentiment, from emerging trends to key drivers across sectors.

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Gain Exclusive Market Insights

Stay ahead with access to real-time, data-driven insights that cover global market trends, sentiment, and key developments. Our insights offer a comprehensive understanding of the factors shaping liquidity, market structure, and policy shifts, delivered through exclusive content including written reports, data feeds, and an upcoming podcast series.

Available only to J.P. Morgan Markets clients, these insights help make informed decisions and develop strategic approaches in an ever-evolving market landscape.

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Global Data Assets Capabilities

Market Intelligence

The Market Intelligence team produces high-frequency data-driven market insights and trade ideas that leverage macro, fundamental and political inputs. The team publishes daily “Early Look” pieces for the U.S. and international (EMEA + Asia Pacific) markets, plus ad hoc deep dives on policy developments, ESG and equity themes.

Data Intelligence

The Data Intelligence team creates proprietary trading data sets and signals, made available via API through our DataQuery and Fusion platforms. Flagship data sets include market timing indicators (“Signal from the Noise”), retail trading activity (“Through the Retail Lens”) and regional market sentiment (“Bull/ Bear Buzz”).

Positioning Intelligence

The Positioning Intelligence team produces written reports and data feeds focused on cross-asset positioning, flows, crowdedness and performance, leveraging data from the J.P. Morgan Prime book, the Retail Investor, ETF flows, CTA positioning and mutual fund positioning.

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Global Specialist Sales Capabilities

Expertise

A highly experienced team covering Consumer, Energy, Financials, Healthcare, Industrials, TMT and Special Situations.

Call in the Specialist

Content-driven trading ideas across all specialties through “Call in the Specialist” emails, including weekly picks, macro events, quarterly earnings and long-term calls. Ideas also incorporate a derivatives overlay where applicable.

Webinars

Regular conference calls hosted by the team and at a sector level globally to discuss positioning, trading flows and ideas. These often feature guest speakers from trading, research, positioning intelligence and other asset classes.

Direct Team Access

The Specialist Sales team can be directly accessed via 1:1 calls, face-to-face marketing, Bloomberg IB chats and email interactions.

FICC Market Structure Capabilities

1-to-1 engagement

Strategic discussions on how various market structure changes may impact your business.

Reports

Monthly, quarterly and focused reports that keep clients up-to-date on drivers of market structure change.

White Papers

Data led observations on trading techniques.

Making Sense

Leaders across J.P. Morgan share their views on the events that are shaping companies, industries and markets around the world.

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| PODCAST - 25min

How bond ETFs are shaping the trading landscape

As innovation in the fixed income landscape continues to evolve, Meridy Cleary from the FICC Market Structure & Liquidity Strategy team is joined by Matt Legg, Global Head of Delta One & ETF Sales, and Julie Abbett, Head of US ETF Sales for Equities and Credit, to discuss the role of ETFs in fixed income, the rise of ETF options, European and U.S. markets, and more.

| PODCAST - 14min

Trading Insights: How High is Positioning in U.S. Equities?

In this episode we hear from John Schlegel regarding how high positioning looks post the stellar rally in US equities.

| PODCAST - 19min

What's next for Private Credit?

The rapid growth of the private credit market has fundamentally altered the corporate lending landscape in recent years, blurring the lines between clients and competitors.

| PODCAST - 15min

Trading Insights: Tracking the Retail Investor via Social Media Data

In this episode we hear from Edwina Lowe, Product Specialist within the Data Assets & Alpha Group and Luca Rainero, Head of the Data Intelligence team within the broader group. They discuss the evolution of retail investor behavior post Covid, and how social media data can be leveraged to understand retail investor views and impact on markets.

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Research & Insights

Global Research

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Available on the J.P. Morgan Markets Platform and through a multitude of additional channels to suit your needs.

The complete markets platform. Get around-the-clock access to an advanced portfolio of digitized services, designed to put you in control.

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