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>Dollar long positions have been reduced by 40% since the end of May, leading to a weakening dollar and higher US yields</li>
<li>Market focus is shifting to the US with upcoming events like payrolls, CPI, and FOMC meeting, where inflation and Fed projections will be key factors in determining FX trades</li>
<li>Potential for changes in Fed's dot projections and neutral rate could also impact market reactions to FOMC meeting outcomes</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Dollar long positions have been reduced by 40% since the end of May, leading to a weakening dollar and higher US yields
Market focus is shifting to the US with upcoming events like payrolls, CPI, and FOMC meeting, where inflation and Fed projections will be key factors in determining FX trades
Potential for changes in Fed's dot projections and neutral rate could also impact market reactions to FOMC meeting outcomes

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

Global FX: G10 Central Bank Meetings and Read-Across for Currencies

<ul><li>Strong dollar not seen as a problem for the US or the Fed, more concerning for the rest of the world</li><li>Unlikely to see coordinated global intervention due to high hurdles and lack of exceptional circumstances</li><li>Dollar CNY stability due to PBOC holding it down, may welcome cooling pressures on the currency from Japan and Korea verbal interventions</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Strong dollar not seen as a problem for the US or the Fed, more concerning for the rest of the worldUnlikely to see coordinated global intervention due to high hurdles and lack of exceptional circumstancesDollar CNY stability due to PBOC holding it down, may welcome cooling pressures on the currency from Japan and Korea verbal interventionsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: A Strong Dollar Is Not a US Problem

<ul><li>Powell's dovish tone at the press conference led to initial market reaction, but subsequent dollar rally due to revised growth and inflation forecasts in the SCP release</li><li>Market leaning towards higher median dot in SCP, but overall outlook remains for shallower cutting cycle by Fed</li><li>Yen vulnerability due to negative real yields despite BOJ rate hikes, yen weakening may impact other Asian currencies and markets</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Powell's dovish tone at the press conference led to initial market reaction, but subsequent dollar rally due to revised growth and inflation forecasts in the SCP releaseMarket leaning towards higher median dot in SCP, but overall outlook remains for shallower cutting cycle by FedYen vulnerability due to negative real yields despite BOJ rate hikes, yen weakening may impact other Asian currencies and marketsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: An Uncomfortable Setup for USD Bulls and Bears

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>Expectations for on-hold decision at upcoming FOMC meeting, with continued emphasis on patience from the Fed</li><li>BoE likely to pause cutting cycle with similar forward guidance, while Bank of Japan expected to skip hiking cycle</li><li>Fed focused on potential inflationary impact of tariffs, balancing risks of growth and price increases in uncertain environment.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Expectations for on-hold decision at upcoming FOMC meeting, with continued emphasis on patience from the FedBoE likely to pause cutting cycle with similar forward guidance, while Bank of Japan expected to skip hiking cycleFed focused on potential inflationary impact of tariffs, balancing risks of growth and price increases in uncertain environment.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Week Ahead – Grappling With Uncertainty

HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Cross Asset Strategy

<ul><li>Market volatility continues, with futures down across the board</li><li>Atlanta Fed's GDP nowcast turns negative for the first time since 2022</li><li>Winners in the market so far this year include gold, European stocks, and bonds</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Market volatility continues, with futures down across the boardAtlanta Fed's GDP nowcast turns negative for the first time since 2022Winners in the market so far this year include gold, European stocks, and bondsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Volatility, Tariffs, and a Potential Recession: Breaking Down Macro Chaos | The New Barbarians #011

United States

The euro is the official currency of the European Economic & Monetary Union.  The US dollar is the official currency of the United States of America.

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Global FX: G10 Central Bank Meetings and Read-Across for Currencies

The dollar has weakened as investors reduce long positions, and market focus shifts to upcoming US data and the Federal Reserve's actions.

At Any Rate

Global FX: A Strong Dollar Is Not a US Problem

The strong dollar is not a major concern for the US or the Federal Reserve, but could pose challenges for the rest of the world, making coordinated...

At Any Rate

Global FX: An Uncomfortable Setup for USD Bulls and Bears

The dovish tone from Powell led to a dollar rally, with potential future rate hikes and mixed signals for FX traders, particularly impacting Asian...

At Any Rate

The Week Ahead – Grappling With Uncertainty

strategy involves monitoring economic data closely and adjusting policy as needed to achieve their dual mandate of stable prices and maximum...

Nomura – The Week Ahead

Volatility, Tariffs, and a Potential Recession: Breaking Down Macro Chaos | The New Barbarians #011

The podcast episode recorded on March 10, 2025 discusses market volatility, tariffs, pre-market equities, the Atlanta Fed's negative GDP forecast,...

William Mann

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