Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

FX & Rates

<ul>
<li>Macro crew discussed a benign outlook on carry fairly risk on climate for the first half of the year</li>
<li>FX vols expected to be fairly contained in 2026 due to factors like US growth and central bank activity</li>
<li>Themes for positioning in 2026 include bullish European growth, antipodean FX, and bearish Yen outlook</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Macro crew discussed a benign outlook on carry fairly risk on climate for the first half of the year
FX vols expected to be fairly contained in 2026 due to factors like US growth and central bank activity
Themes for positioning in 2026 include bullish European growth, antipodean FX, and bearish Yen outlook

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast Exploring Themes Driving Global Markets, Nomura - The Week Ahead

Nomura – The Week Ahead

Podcast Exploring Themes Driving Global Markets

Nomura - The Week Ahead

We explore the main themes that will drive global markets over the coming week, discussing the key market moving events and risks to keep on your radar.

Macroeconomics

<ul><li>Key data releases in the upcoming week include PMI data from China, CPI data from Tokyo and Australia, GDP data from India, and Industrial production data from Korea</li><li>US core PCE inflation data forecasted to be 0.252% for April, indicating a possible slowdown in inflation</li><li>Fed expected to delay easing cycle start until September, with recent data showing signs of slowing growth and consumer sector cracks</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Key data releases in the upcoming week include PMI data from China, CPI data from Tokyo and Australia, GDP data from India, and Industrial production data from KoreaUS core PCE inflation data forecasted to be 0.252% for April, indicating a possible slowdown in inflationFed expected to delay easing cycle start until September, with recent data showing signs of slowing growth and consumer sector cracksThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>RBA expected to deliver a third consecutive 25 basis point hike, leading to a moderately positive outlook for the Australian dollar</li><li>RBNZ likely to be more gradualist in its approach to policy, with market expectations for a move being pushed back</li><li>BOJ net net was hawkish despite dissents, intervention in the yen market a big story, path forward for yen uncertain due to Middle east situation and intervention efforts</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

RBA expected to deliver a third consecutive 25 basis point hike, leading to a moderately positive outlook for the Australian dollarRBNZ likely to be more gradualist in its approach to policy, with market expectations for a move being pushed backBOJ net net was hawkish despite dissents, intervention in the yen market a big story, path forward for yen uncertain due to Middle east situation and intervention effortsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: Yen intervention, re-assessing USD bearish view, central bank rundown

Australia

The Australian dollar is the official currency of the Commonwealth of Australia.

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AUD (USDAUD CURNCY)

Global FX Volatility Outlook 2026

Mira and the macro crew provided a positive outlook on carry and risk for the first half of 2026, predicting contained FX vols, low central bank...

At Any Rate

Inflation Moderation?

Key economic data releases from China, the US, and Europe are closely monitored for signals on inflation and growth, while the Fed is expected to...

Nomura – The Week Ahead

Global FX: Yen intervention, re-assessing USD bearish view, central bank rundown

Summary: Analysis of the upcoming rate decisions by the RBA and RBNZ, with expectations for a rate hike from RBA and a more gradual approach from...

At Any Rate

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