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>Resilience is showing up in survey data, impacting yields and strategies in Oregon and beyond</li>
<li>Rising term premium and fiscal spending expectations affecting markets, especially the dollar</li>
<li>Sterling facing challenges with lower quality carry, fiscal issues, and potential growth slowdown, while Dollar remains bullish with strong US employment report and Fed outlook</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Resilience is showing up in survey data, impacting yields and strategies in Oregon and beyond
Rising term premium and fiscal spending expectations affecting markets, especially the dollar
Sterling facing challenges with lower quality carry, fiscal issues, and potential growth slowdown, while Dollar remains bullish with strong US employment report and Fed outlook

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

Cross Asset Strategy

<ul><li>Market conditions have shifted with increased rates against reduced liquidity, leading to recent sell-offs.</li><li>Despite market noise and uncertainty, the outlook remains constructive on intra-EMU spreads and Euro Area government bond supply for 2025.</li><li>The UK market has seen significant sell-offs in 10-year gilt yields, influenced by fiscal policies and US market dynamics, with expectations of further easing by the Bank of England.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Market conditions have shifted with increased rates against reduced liquidity, leading to recent sell-offs.Despite market noise and uncertainty, the outlook remains constructive on intra-EMU spreads and Euro Area government bond supply for 2025.The UK market has seen significant sell-offs in 10-year gilt yields, influenced by fiscal policies and US market dynamics, with expectations of further easing by the Bank of England.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates: European rates market update

<ul>
<li>Federal Reserve and Bank of England both make decisions that are more dovish than expected</li>
<li>Market pricing reflects uncertainty and potential easing in the future</li>
<li>Central banks take steps to ensure smooth funding and liquidity in the markets, including adjustments to repo facilities and addressing debt ceiling issues.</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Federal Reserve and Bank of England both make decisions that are more dovish than expected
Market pricing reflects uncertainty and potential easing in the future
Central banks take steps to ensure smooth funding and liquidity in the markets, including adjustments to repo facilities and addressing debt ceiling issues.

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

Global Rates: Hawkish cuts and dovish holds

<ul><li>Discussion on election week strategies and market scenarios</li><li>Analysis of dollar and euro performance based on election outcomes</li><li>Review of UK budget impact on sterling and business confidence</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion on election week strategies and market scenariosAnalysis of dollar and euro performance based on election outcomesReview of UK budget impact on sterling and business confidenceThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: Surveying the FX landscape ahead of the US election

Macroeconomics

<ul><li>The Fed is expected to cut rates by 50 basis points on Wednesday, with additional cuts expected in November and December</li><li>There is uncertainty in the markets with regards to the size of the rate cut, with equal probabilities for a 25 or 50 basis point cut</li><li>Near term uncertainty is high, leading to bullishness on volatility in the markets</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Fed is expected to cut rates by 50 basis points on Wednesday, with additional cuts expected in November and DecemberThere is uncertainty in the markets with regards to the size of the rate cut, with equal probabilities for a 25 or 50 basis point cutNear term uncertainty is high, leading to bullishness on volatility in the marketsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

United Kingdom

The British Pound Sterling is the official currency of The United Kingdom. 

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Global FX: No calm before the storm

Overall, the update highlights various factors impacting market trends and currency movements, including resilience in survey data in Oregon,...

At Any Rate

Global Rates: European rates market update

Recent market trends suggest a possible shift in macro fundamentals, with increased rates, reduced market liquidity, and fiscal policy uncertainty...

At Any Rate

Global Rates: Hawkish cuts and dovish holds

Overall, the BOE and Fed's monetary policy decisions, potential government shutdown, debt ceiling concerns, and Fed's balance sheet shifts are key...

At Any Rate

Global FX: Surveying the FX landscape ahead of the US election

Key points from the discussion include election week strategies, potential outcomes on the dollar, analysis of currency pricing, impact of the UK...

At Any Rate

US Rates: Schrodinger’s Cut

Central banks around the world are cutting rates, with the Fed expected to follow suit with a 50 basis point cut, leading to market uncertainty and...

At Any Rate

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