All into Account

Housing affordability remains the most enduring post-pandemic challenge to the cost of living. The supply-demand imbalances remain the binding constraint, but the drivers of the housing affordability crisis are broadening. In this latest All into Account podcast episode featuring J.P. Morgan research analysts, we unpack the housing affordability crisis, from frozen supply and rate lock-in effects to policy fixes, CRE recovery, the spillover to corporate credit and what JPMorganChase is doing to support housing supply and affordability with its American Dream Initiative.

 

Speakers:

Joyce Chang, Chair of Global Research
Mohammed Hossain, Strategic Research
John Sim, Head of Securitized Products Research
Chong Sin, Securitized Products Research
Anthony Paolone, CFA, Co-Head of REITs & Real Estate Services
Michelle Herrick, Head of Commercial Real Estate
Arjun Chandar, North America Corporate Credit Research
Bennett Parrish, Economic and Policy Research

 

This podcast was recorded on Oct 7, 2026.

This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party

In this latest All into Account podcast episode, we are pleased to feature Krishna Srinivasan, Director of the Asia and Pacific Department at the International Monetary Fund (IMF), who helps us dive into the IMF’s latest book “Toward a New Economic Growth Model for China”. We discuss why China’s investment- and export-led growth model is reaching its limits, the reforms needed to revive domestic demand, and the macro-financial framework required to support a more consumption and market-driven economy, and our key takeaways follow.

 

Speakers:

Joyce Chang, Chair of Global Research

Krishna Srinivasan, Director, Asia-Pacific Department at International Monetary Fund

 

 

This podcast was recorded on September 28, 2026.

 

This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 J.P. Morgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.

With the US midterm elections approaching, we’re pleased to feature two leading political and policy experts, Charles Myers, Chairman and Founder of Signum Global Advisors, and Frank Kelly, Founder and Managing Partner of Fulcrum Macro Advisors. In this latest All into Account podcast episode, we discuss the shifting electoral landscape, affordability and oil pressures, post-election policy risks, AI politics and the 2028 presidential field.

 

Speakers: 

Amy Ho, Strategic Research

Joyce Chang, Chair of Global Research

Charles Myers, Chairman and Founder of Signum Global Advisors,

Frank Kelly, Founder and Managing Partner of Fulcrum Macro Advisors

 

This podcast was recorded on September 9, 2026.

 

This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 J.P. Morgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.

Tobias Adrian shares lessons learned from his tenure as Financial Counsellor and Director of the IMF’s Monetary and Capital Markets Department, a role he assumed from January 2017 to August 31, 2026. Tobias led the IMF’s work on capital markets, financial sector surveillance, monetary and macroprudential policies, digital money, financial regulation, and crisis management, highlighted in the IMF’s biannual Global Financial Stability Reports. He reflects on a period marked by the transition from “lower for longer” to “higher for longer” as the markets were hit by the pandemic, multiple wars, the return of inflation, rising tariffs and greater geoeconomic fragmentation. The increase in fiscal spending has made sovereign debt the headline risk, a shift from 2017, when corporate leverage was the headline.

 

Speakers:

Joyce Chang, Chair of Global Research

Tobias Adrian, Advisor to Managing Director Kristalina Georgieva, International Monetary Fund, former Financial Counsellor and Director of the Monetary and Capital Markets Department

 

This podcast was recorded on September 3, 2026.

This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

In this episode, Joyce Chang, Chair of Global Research, joins Petya Koeva Brooks (IMF) and Ayhan Kose (World Bank) to discuss their midyear outlooks that touch on competing forces—downside risks from energy security pressures, higher fiscal costs, and higher-for-longer rates vs. upside potential from AI capex investment and stronger positioning along the technology value chain. While the rebound from the Iran conflict is V-shaped and stronger than expected, confidence is increasingly reliant on market performance.

 

Speakers:

Joyce Chang, Chair of Global Research, J. P. Morgan

Petya Koeva Brooks, Deputy Director, International Monetary Fund

Ayhan Kose, Deputy Chief Economist of the World Bank Group and Director of the Prospects Group

 

This podcast was recorded on 20 July 2026. 

This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.