So far, 2026 has been a year defined by big market moves, shifting expectations for inflation and policy, and persistent geopolitical headwinds. This episode of J.P. Morgan’s Making Sense offers a global check-in: what’s held up so far, what have been the biggest surprises and what matters most for the second half of the year. Join Samantha Azzarello, head of Content Strategy, and other analysts from across J.P. Morgan Global Research as they explore what could drive markets — from equities and rates to FX and commodities — in the months ahead.

In this episode, we hear from:

Bruce Kasman, chief global economist - 2:02

Jay Barry, head of Global Rates Strategy - 5:04

Ben Ramsey, head of Emerging Markets Sovereign Credit Strategy - 12:35

Mislav Matejka, head of International Equity Strategy - 20:00

Stephen Dulake, co-head of Global Fundamental Research - 24:13

Meera Chandan, co-head of Global FX Strategy - 30:42

Greg Shearer, head of Base and Precious Metals Strategy - 35:38

Fabio Bassi, head of Cross-Asset Strategy - 40:17

This episode was recorded between June 15 - June 24, 2026.

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© 2026, JPMorganChase & Co. All rights reserved.

Despite ongoing macro uncertainty, healthcare dealmaking shows no signs of slowing. In this mid-year outlook episode, host Haley Trethaway sits down with Jerry Lee and Nick Richitt, global co-heads of Healthcare Investment Banking at J.P. Morgan, to take stock of the industry’s health. Together, they unpack five themes redefining the healthcare landscape, from biotech’s supercycle to supply chain resiliency and the surge in cross-border M&A. What should investors watch in the second half of the year?

Read the full article here: https://www.jpmorgan.com/insights/banking/investment-banking/healthcare-mid-year-outlook

This episode was recorded on June 16, 2026.

This material was prepared by certain personnel of the investment banking group of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.

© 2026 JPMorgan Chase & Company. All rights reserved.

2026 has been defined by big market moves, shifting expectations for inflation and policy, and persistent geopolitical headwinds. Next week, analysts from across J.P. Morgan Global Research will deliver a global check-in on what’s held up, what have been the biggest surprises and what matters most for the second half — across equities, rates, FX, commodities and more.

Tune in on Monday, June 29, for the full episode.