At Any Rate

In lieu of our regular FX podcast, we present a joint webinar recorded earlier this week. Take a seat at the table as Bruce Kasman, Ayako Fujita, Greg Fuzesi , Meera Chandan and Samantha Azzarello unpack potential policy divergence among global central banks, top macro themes and their impact on future policy rates and currencies. SpeakersMeera Chandan, Global FX StrategyBruce Kasm

J.P. Morgan strategists and economists’ monthly discussion on the outlook for Emerging Markets fundamentals and markets. SpeakersLuis Oganes - Head of Global Macro ResearchJonny Goulden - Head of EM Fixed Income StrategyNora Szentivanyi - Global Economist This podcast was recorded on 9 May 2024. This communication is provided for information purposes only. Institutional clients c

Jay Barry and Meera Chandan discuss the impact of the FOMC meeting and April employment report on the US rates and FX markets. They also delve into this week’s Treasury refunding announcement, Japan FX interventions, an analysis of the best bullish and bearish-USD expressions and the medium-term outlook for USDJPY and EURUSD. Speakers: Jay Barry Meera Chandan This podcast was rec

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 03 May 2024. © 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 sh

Srini Ramaswamy and Ipek Ozil take a deeper dive into swap spreads in the US markets and how that connects to a kind of term premium. Speakers: Srini 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 2 May 2024. This communication is provided for information purposes only.

James Nelligan, Khagendra Gupta and Morten Lund discuss our main economics, Rates, and FX views in Sweden and Norway ahead of the central bank meetings. This podcast was recorded on 02 May 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4680274-0 , https://www.jpmm.com

Speakers Tracey Allen, Head of Global Commodities Research Gbolahan S Taiwo, EM, Economic and Policy Research This podcast was recorded on 2 May 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4687740-0 for more information; please visit www.jpmm.com/research/disclosur

This week our FX strategists discuss the implications of the dovish BoJ meeting for JPY as well as lingering FX intervention risk. We also look ahead to US event risk for the dollar next week with a full data calendar and the FOMC. Speakers: Arindam Sandilya, Global FX StrategyBenjamin Shatil, Economic and Policy ResearchPatrick Locke, Global FX Strategy This podcast was recorded o

Speaker: Gregory Shearer, Head of Base and Precious Metals Research Last week, we attended Cesco Week, one of the leading copper events globally, which brings together the most important producers & consumers and industry leaders each year in Santiago, Chile. We encountered nearly universal bullishness on copper prices over the medium-term, though near-term, there was still a s

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 25 April 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4682555-0 for more information; please visit www.jpmm.com