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

<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

<ul><li>Global team focusing on what's new for 2026 in terms of market outlook</li><li>Bullish on Eurodollar, expecting more modest gains due to US resilience</li><li>Dollar maintains yield supremacy, but new cyclical currencies emerging as carry efficient options for hedging volatility shocks</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global team focusing on what's new for 2026 in terms of market outlookBullish on Eurodollar, expecting more modest gains due to US resilienceDollar maintains yield supremacy, but new cyclical currencies emerging as carry efficient options for hedging volatility shocksThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX Outlook 2026: Bearish USD, Bullish Beta

Japan

The Japanese yen is the official currency of Japan. 

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JPY (USDJPY CURNCY)

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

The FX and gold oil ratio have decoupled, leading to low market volatility, while traders focus on US data, geopolitics, and recent developments in...

At Any Rate

Global FX: Japan & US policy implications for FX

Global markets are experiencing a breather as weak hands are cleansed, following an increase in global fiscal concerns post the passage of OEBBA in...

At Any Rate

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

Investors are optimistic about European peace, driving up continental asset prices and boosting equities, with Chinese tech stocks outpacing the...

At Any Rate

Global FX: What to expect when you are expecting inauguration

This podcast episode analyzes the potential impacts of Trump administration's tariff plans, differences within the cabinet, market speculation on...

At Any Rate

Global FX Outlook 2026: Bearish USD, Bullish Beta

Global team predicts euro dollar to rise to 116-118 in the near term, with a narrower dollar weakening compared to 2025, while offering efficient...

At Any Rate

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