From geopolitical tensions and energy disruptions to the latest tariff developments, uncertainty was a recurring motif at the IMF–World Bank Spring Meetings 2026. Yet, bullish market sentiment still prevails. What's causing this disconnect? Join Joyce Chang, chair of Global Research, and Derek Chollet, head of the JPMorganChase Center for Geopolitics, as they explore why markets have remained largely resilient despite the uncertain macro backdrop.

This episode was recorded on April 21, 2026.

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Explaining the disconnect between geopolitics and markets