All into Account: Key takeaways from J.P. Morgan’s investor seminar hosted during IMF/World Bank Fall meetings

In this episode of All into Account, we discuss the key takeaways from the investor seminar that we hosted at the fall IMF/World Bank meetings, an investor seminar that we have been running for more than three decades. Policymakers sent a clear message that they see further pain still to come as central banks prioritize price stability over other objectives. The conference was also noteworthy for the discussion of the risks posed by financial tightening, which are in many ways trumping economic fundamentals. EM debt restructuring was discussed as a global concern but not a systemic one.  Please tune in to hear our other key takeaways.

 

Speakers

Joyce Chang, Chair of Global Research

Jahangir Aziz, Head of EM Economics Research

Jonny Goulden, Head of EM Local Markets and Sovereign Debt Strategy

Luis Oganes, Head of Global Macro Research

Jan Loeys, Head of Long-term Strategy

 

This podcast was recorded on November 2, 2022.

This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.