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>FX and gold oil ratio have decoupled this year, leading to low volatility and focus on US data, exogenous shocks, and geopolitics in FX trading.</li>
<li>Japanese Prime Minister Takaichi delivered a speech on economic policy, focusing on fiscal measures and debt reduction, without mentioning monetary or FX policy.</li>
<li>Despite interventionist stance of Takaichi and Finance Minister Katayama, it is unlikely they will strongly intervene in BOJ policy, with expectations of a rate hike next week due to economic and market developments.</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


FX and gold oil ratio have decoupled this year, leading to low volatility and focus on US data, exogenous shocks, and geopolitics in FX trading.
Japanese Prime Minister Takaichi delivered a speech on economic policy, focusing on fiscal measures and debt reduction, without mentioning monetary or FX policy.
Despite interventionist stance of Takaichi and Finance Minister Katayama, it is unlikely they will strongly intervene in BOJ policy, with expectations of a rate hike next week due to economic and market developments.

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

Global FX: Japan focus, US/China, PMIs, Fed/ECB

<ul><li>Default markets are taking a breather and cleansing weak hands, with global fiscal concerns affecting G10 markets.</li><li>Japan's upcoming upper house elections could impact fiscal situation and yen value.</li><li>Dollar strength has been driven by mixed US data and policy news, with potential for dollar Bears to get a reprieve.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Default markets are taking a breather and cleansing weak hands, with global fiscal concerns affecting G10 markets.Japan's upcoming upper house elections could impact fiscal situation and yen value.Dollar strength has been driven by mixed US data and policy news, with potential for dollar Bears to get a reprieve.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: Japan & US policy implications for FX

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Jeroen Blokland

Global Multi-Asset Investment Strategist

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Macroeconomics

<ul>
<li>As observed elsewhere, inflation in Japan is sticky and the country is importing a considerable amount of inflation due to its weakening currency.</li>
<li>While too early to tweak monetary policy again, to limit currency volatility as much as possible, hinting at a less accommodative policy now would be opportune.</li>
<li>The Japanese Finance Minister appears to be anticipating potential Yen intervention.</li>
</ul>


As observed elsewhere, inflation in Japan is sticky and the country is importing a considerable amount of inflation due to its weakening currency.
While too early to tweak monetary policy again, to limit currency volatility as much as possible, hinting at a less accommodative policy now would be opportune.
The Japanese Finance Minister appears to be anticipating potential Yen intervention.


<ul><li>European peace optimism driving continental asset prices, especially equities, while Chinese tech stocks sizzle hot in Asia</li><li>US real yields impacting global risky asset markets, with Fed's dovish reaction function leading to plummeting real yields</li><li>Dollar likely to stay soggy in short term until potential FOMC hawkishness or tariff-related events reignite Trump trades and boost dollar bullishness, while yen strength may not be sustainable due to BOJ policy and yield spread factors.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

European peace optimism driving continental asset prices, especially equities, while Chinese tech stocks sizzle hot in AsiaUS real yields impacting global risky asset markets, with Fed's dovish reaction function leading to plummeting real yieldsDollar likely to stay soggy in short term until potential FOMC hawkishness or tariff-related events reignite Trump trades and boost dollar bullishness, while yen strength may not be sustainable due to BOJ policy and yield spread factors.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: Fed, not trade, is weighing on the dollar

<ul><li>Discussion on potential tariffs and their impact on global markets, with a focus on Canada, China, and Mexico</li><li>Analysis of the upcoming BOJ meeting and its potential impact on the Japanese yen</li><li>Update on UK's economic challenges, including concerns about fiscal math and potential trade war implications</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 potential tariffs and their impact on global markets, with a focus on Canada, China, and MexicoAnalysis of the upcoming BOJ meeting and its potential impact on the Japanese yenUpdate on UK's economic challenges, including concerns about fiscal math and potential trade war implicationsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: What to expect when you are expecting inauguration

Japan

The Japanese yen is the official currency of Japan. 

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