Afleveringen

  • EM Fixed Income Focus: Building support for EM fixed income ahead of US election event risks

    EM Fixed Income Focus: Building support for EM fixed income ahead of US election event risks

    · At Any Rate

    Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class.

    Speakers:Jonny Goulden, Emerging Markets StrategistSaad Siddiqui, Emerging Markets Strategist

    This podcast was recorded on 26 September 2024.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4804070-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 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.

  • US Rates: Cash on the sidelines or just cash?

    US Rates: Cash on the sidelines or just cash?

    · At Any Rate

    US Short Duration strategists Teresa Ho and PJ Vohra discuss the impressive growth of MMF AUMs this year and why the easing cycle is not going to immediately lead to outflows. They also discuss MMF portfolio positioning and MMF reform.

    Speakers:Teresa Ho, Head, U.S. Short Duration StrategyPankaj Vohra, U.S. Short Duration Strategy

    This podcast was recorded on 26 September 2024.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4799375-0, https://www.jpmm.com/research/content/GPS-4803107-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 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.

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  • Global FX: Sticking to the funders over cyclicals FX view

    Global FX: Sticking to the funders over cyclicals FX view

    · At Any Rate

    Our Global FX Strategists James Nelligan, Patrick Locke & Junya Tanase unpack the FX implications from a loaded week that featured the Fed and BoJ, and discuss implications for low-yielding currencies against more cyclical FX going forward.

    This podcast was recorded on 20 September 2024.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4798218-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 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.

  • Global Commodities: All systems go for precious metals

    Global Commodities: All systems go for precious metals

    · At Any Rate

    Following a 50bp interest rate cut by the Fed this week gold has risen to another new all time high above $2,600/oz. Strong physical demand from China and central banks supported gold prices over the past two years but investor flow, and retail-focused ETF builds in particular, continue to hold the key to a further sustained rally over the upcoming Fed cutting cycle. Silver also looks compelling with investor length less subscribed than gold and industrial metals now regaining upwards momentum on stronger demand signals from China and macro tailwinds from the start of the Fed easing cycle.

    Speaker:Gregory Shearer, Head of Base and Precious Metal Research

    This podcast was recorded on 20, Sept. 2024

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4789980-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 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.

  • EM Fixed Income: EM after the Fed - Getting by with a little help from our friends

    EM Fixed Income: EM after the Fed - Getting by with a little help from our friends

    · At Any Rate

    Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class.

    This podcast was recorded on 20 September 2024.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4799877-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

    © 2024 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.

  • US Rates: Schrodinger’s Cut

    US Rates: Schrodinger’s Cut

    · At Any Rate

    Srini Ramaswamy and Ipek Ozil discuss their thoughts on US interest rate derivatives markets ahead of Wednesday’s FOMC meeting.

    Speakers:Srini Ramaswamy, Co-Head, US Rates StrategyIpek Ozil, Senior Derivative Strategist

    This podcast was recorded on 9/16/24.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4792463-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 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.

  • Global FX: Implications from FOMC and other G10 central banks

    Global FX: Implications from FOMC and other G10 central banks

    · At Any Rate

    We discuss the FX market implications from the upcoming FOMC and other G10 central bank meetings.

    Speakers:Meera Chandan, Global FX Strategy Patrick Locke, Global FX StrategyJames Nelligan, Global FX Strategy

    This podcast was recorded on 13 September 2024.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4792216-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 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.

  • Global Commodities: Agricultural Markets Update – set for a seasonal recovery ahead

    Global Commodities: Agricultural Markets Update – set for a seasonal recovery ahead

    · At Any Rate

    Speakers: Tracey Allen, Head of Agricultural Research

    Agri commodity markets have been in short covering mode since early August after investors established an historic short seasonal position. Prices are now entering a period of strongly positive seasonality, while the fundamental outlook is trending increasingly constructive. Weather risks persist, and dry conditions are shaving yield potential off US crops, reducing European wheat production, threatening Brazil’s sugar output and raising concern for South American soybean planting delays. Meanwhile geopolitical premium is back on the table...just as the FAO Food Price Index had started to stabilize.

    This podcast was recorded on 13 Sept. 2024

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    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4792960-0,, https://www.jpmm.com/research/content/GPS-4793313-0, https://www.jpmm.com/research/content/GPS-4785154-0.pdf for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 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.

  • Spreadbites: This Summer's Vol Spike and What It Says About Market Conditions and 'The Homestretch'

    Spreadbites: This Summer's Vol Spike and What It Says About Market Conditions and 'The Homestretch'

    · At Any Rate

    Spreadbites is a new monthly podcast and video series where we discuss key trends in credit markets. Stephen Dulake, Co-Head of Global Fundamental Research, and Samantha Azzarello, Head of Content Strategy, are joined by John Sim, Head of Securitized Products Research to unpack the key takeaways from the recently concluded European High Yield Leveraged Finance conference in London.

    SpeakersStephen Dulake, Co-Head of Global Fundamental ResearchJohn Sim, Head of Securitized Products Research Samantha Azzarello, Head of Content Strategy

    This podcast was recorded on September 11, 2024.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4790088-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 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.

  • Global Rates: Euro area government bond demand update

    Global Rates: Euro area government bond demand update

    · At Any Rate

    Elisabetta Ferrara and Aditya Chordia discuss their views on the evolution of demand for Euro area government bonds, based on the analysis in their recently published update on Euro area government bonds demand.

    This podcast was recorded on10 September 2024.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4787964-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

    © 2024 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.

  • Global FX & Rates: US rates and FX market after a rollercoaster Friday

    Global FX & Rates: US rates and FX market after a rollercoaster Friday

    · At Any Rate

    Meera Chandan and Jay Barry talk through the US employment data, Fedspeak and the outlook for US rates/ FX markets following a rollercoaster Friday.

    SpeakersMeera Chandan, Global FX StrategyJay Barry, Fixed Income Strategy

    This podcast was recorded on 6 Sept 2024.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4789008-0 and https://www.jpmm.com/research/content/GPS-4790005-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 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.

  • Global Commodities: The art of keeping up with yesterday and avoiding tomorrow

    Global Commodities: The art of keeping up with yesterday and avoiding tomorrow

    · At Any Rate

    Speakers:

    Natasha Kaneva, Head of Global Commodities Research

    2 mbd of crude inventory draw since the end of June bring global stocks to their lowest level since 2017, confirming the resilience of global demand. Yet a substantially softer balance in 2025 is forcing the market to search for a price that will prevent OPEC+ from bringing volumes that are not needed. At current levels of inventories, we believe oil is $10 under-valued and under-owned. Yet, given oil’s significant underperformance in August, we shave our 4Q24 price forecast from $85 to $80, but keep 2025 unchanged at $75.

    This podcast was recorded on 6 Sept. 2024.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4779731-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 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.

  • Global FX: Summertime sadness for USD as yields drag

    Global FX: Summertime sadness for USD as yields drag

    · At Any Rate

    In this week’s At Any Rate Podcast, our Global FX Strategists Meera Chandan & Patrick Locke discuss implications of recent rates compression for the dollar & global FX. We also discuss the outlook for EUR/USD, as well as the FX implications from US disinflation outpacing other parts of the world.

    Speakers:Meera Chandan, Global FX StrategyPatrick Locke, Global FX Strategy

    This podcast was recorded on 23 August 2024.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4779820-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 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.

  • Global FX: Fed easing and dollar weakness: uneasy bedfellows

    Global FX: Fed easing and dollar weakness: uneasy bedfellows

    · At Any Rate

    Arindam Sandilya, Ben Jarman and James Nelligan discuss the non-linear links between central bank easing cycles and currencies in the context of upcoming Fed cuts.

    SpeakersArindam Sandilya, Global FX Strategy Ben Jarman, Australian and New Zealand Interest Rate Strategy James Nelligan, Global FX Strategy

    This podcast was recorded on August 16, 2024.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4773369-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 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.

  • US Rates Strategy: July CPI, Jackson Hole, and Jittery markets

    US Rates Strategy: July CPI, Jackson Hole, and Jittery markets

    · At Any Rate

    J.P. Morgan Interest Rate Strategist Phoebe White and US economist Mike Hanson discuss their takeaways from the July CPI report, the path ahead for Fed policy, and what we may (or may not) learn from Chair Powell at next week’s Jackson Hole Symposium. They also provide their views on rates and inflation markets following recent volatility.

    Speakers:

    Phoebe White

    Michael Hanson

    This podcast was recorded on 15 August 2025.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4773440-0, https://www.jpmm.com/research/content/KAL-1-TXGZRLBR for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 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.

  • US Rates: Treasury futures roll

    US Rates: Treasury futures roll

    · At Any Rate

    Srini Ramaswamy and Ipek Ozil discuss the dynamics of the upcoming Treasury futures roll cycle.

    SpeakersSrini Ramaswamy, Managing Director and Co-Head of US Rates Strategy Ipek Ozil, Executive Director, U.S. Fixed Income Derivatives Research

    This podcast was recorded on August 14, 2024.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4764990-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 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.

  • US Rates: July Morning turns into Cruel Summer

    US Rates: July Morning turns into Cruel Summer

    · At Any Rate

    JPMorgan Interest Rate Strategists Jay Barry and Srini Ramaswamy discuss recent events in the markets and their views going forward. This discussion covers a lot of ground, from the weak Payrolls report and subsequent Fed-speak, to recent headlines about issuance in the 20Y sector, to carry trade unwinds, swap spreads, volatility and the Fed’s balance sheet normalization.

    Speakers:

    Jay Barry, Co-Head, US Rates Strategy

    Srini Ramaswamy, Co-Head, US Rates Strategy

    This podcast was recorded on 9 August 2024

    This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-4758481-0 and https://www.jpmm.com/research/content/GPS-4767527-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved.

  • Global FX: Weeks where decades happen

    Global FX: Weeks where decades happen

    · At Any Rate

    In this week’s podcast, Global FX Strategists Arindam Sandilya & Patrick Locke discuss the current state of the FX carry trade, as well as the outlooks for JPY, USD, CNY & FX vol.

    This podcast was recorded on August 9, 2024.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4765082-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

    © 2024 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.

  • EM Fixed Income: Olympic-level Volatility

    EM Fixed Income: Olympic-level Volatility

    · At Any Rate

    Jonny Goulden & Saad Siddiqui discuss the extreme volatility in global markets impacting EM assets, how to assess the risk outlook and whether to adjust views around EM markets..

    This podcast was recorded on August 8, 2024.

    This communication is provided for information purposes only for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

    © 2024 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.

  • Global FX & Economics: Yen-maggedon

    Global FX & Economics: Yen-maggedon

    · At Any Rate

    Arindam Sandilya, Patrick Locke and Benjamin Shatil discuss the outlook for BoJ ahead and the Yen ahead of next week’s BOJ and Fed monetary policy meetings.

    Speakers:Arindam Sandilya, Global FX StrategyPatrick Locke, Global FX StrategyBen Shatil, Economic & Policy Research

    This podcast was recorded on 26 July 2024.

    This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4755666-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 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.

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