Tarek Hamid
Head of North American Credit Research and Strategy at J.P. Morgan Global Research, specializing in credit-market analysis and financing trends, with a focus on AI-related data center financing and high-yield energy sectors.
Best podcasts with Tarek Hamid
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Mar 11, 2026 • 18min
How are geopolitics and AI trends impacting leveraged finance?
Tarek Hamid, head of North American credit research & strategy who analyzes geopolitics, energy and AI impacts on credit. Kevin Foley, global head of capital markets who runs issuance and market strategy. They discuss how Middle East conflict and oil swings feed into rates and spreads. They explore which industries AI may reshape, market appetite for new supply, and M&A’s role in 2026 issuance.
Mar 12, 2026 • 12min
US Credit: J.P. Morgan Global Leveraged Finance Conference 2026: Key Takeaways
Nelson Janssen, Head of High Yield Bond and Leveraged Loan Strategy at J.P. Morgan, explains loan vs bond stress and software-related credit risks. Tarek Hamid, Head of North American Credit Research and Strategy at J.P. Morgan, breaks down financing for AI data centers and energy market reactions. They discuss capital flows into AI projects, sector-specific default outlooks, and where distress is appearing across credit markets.
