Making Sense

Geopolitics vs. markets: How might the US, China and Iran reshape global risk?

· PT19M53S

Összefoglaló

A Making Sense legújabb epizódjában a globális piaci folyamatok és a geopolitikai kockázatok összefüggéseit elemzik. Joyce Chang vendégei, Paul Haenle és Karim Sadjadpour, körbejárják a Közel-Keleten zajló konfliktusok hatásait, különös tekintettel az olaj- és cseppfolyósított…

Röviden

Műsor
Making Sense
Megjelenés
2026. 08. 04.
Hossz
20 perc
Témák
geopolitics, global markets, us-china competition, middle east conflict, ai competition

Ebben az epizódban

Markets have remained notably risk-on in 2026, even as geopolitical fragmentation, energy chokepoints and intensifying U.S.-China competition continue to raise the stakes for investors and businesses.

In this episode of J.P. Morgan’s Making Sense, Joyce Chang, chair of Global Research at J.P. Morgan, is joined by Paul Haenle, head of APAC Policy and Strategic Competitiveness at J.P. Morgan, and Karim Sadjadpour, senior fellow at the Carnegie Endowment for International Peace, to unpack how the Middle East conflict could continue to unfold — and what elevated geopolitical risk means for global markets.

They discuss the strategic objectives and end states of the conflict, how ongoing disruptions in the Strait of Hormuz and Bab el-Mandeb could impact global oil and LNG flows, as well as how China weighs the risks of instability against the opportunities of U.S. distraction.

The conversation also looks ahead to the September U.S.-China summit and explores how AI competition is reshaping the relationship between the world’s two largest economies. This episode was recorded on July 22, 2026.

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Említett entitások

Témák

  • geopolitics
  • global markets
  • us-china competition
  • middle east conflict
  • ai competition

Személyek

  • Joyce Chang
  • Paul Haenle
  • Karim Sadjadpour

Szervezetek, cégek

  • J.P. Morgan
  • Carnegie Endowment for International Peace
  • JPMorgan Chase & Co.

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Miről szól ez az epizód: „Geopolitics vs. markets: How might the US, China and Iran reshape global risk?”?

A Making Sense legújabb epizódjában a globális piaci folyamatok és a geopolitikai kockázatok összefüggéseit elemzik. Joyce Chang vendégei, Paul Haenle és Karim Sadjadpour, körbejárják a Közel-Keleten zajló konfliktusok hatásait, különös tekintettel az olaj- és cseppfolyósított… Az epizód a Making Sense című magyar podcast egyik adása, megjelenés: 2026. 08. 04..

Milyen témákat érint ez az epizód: „Geopolitics vs. markets: How might the US, China and Iran reshape global risk?”?

Fő témái: geopolitics, global markets, us-china competition, middle east conflict, ai competition.

Mikor jelent meg és milyen hosszú ez az epizód: „Geopolitics vs. markets: How might the US, China and Iran reshape global risk?”?

Megjelenés: 2026. 08. 04.. Hossz: 20 perc. Az epizód a Podiverzumon hallgatható meg: https://podiverzum.hu/podcast/making-sense/geopolitics-vs-markets-how-might-the-us-china-and-iran-reshape-global-risk-46b86315

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