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>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

Global Multi-Asset Investment Strategist, True Insights

Jeroen Blokland

Global Multi-Asset Investment Strategist

Build Well-Diversified Multi-Asset Portfolios

True Insights

Our research helps investors build well-diversified multi-asset portfolios and profit from market developments. In addition, our unique and proven Macro – Sentiment – Valuation (MSV) investment framework ensures a consistent flow of new investment opportunities. Together with our market views, these opportunities will be reflected in our live ETF-based Global Multi-Asset Portfolios.

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.


Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

<ul><li>The carry trade involves borrowing in lower yielding currencies like the yen and investing in higher yielding assets</li><li>The recent unwind of the carry trade caused temporary market stress, but quickly settled down</li><li>The actors involved in the carry trade range from speculators to institutions, making it a diverse ecosystem with varying motivations and impacts</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The carry trade involves borrowing in lower yielding currencies like the yen and investing in higher yielding assetsThe recent unwind of the carry trade caused temporary market stress, but quickly settled downThe actors involved in the carry trade range from speculators to institutions, making it a diverse ecosystem with varying motivations and impactsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Hyun Song Shin on How Big the Yen Carry Trade Really Is

<ul><li>Historical analysis suggests that previous lows in yen or highs in dollar yen may be difficult to recapture after significant technical damage.</li><li>The yen strength is influenced by wide US minus Japan real policy rate differentials, skewing historical results in a more yen bearish direction.</li><li>Expectations for the upcoming BOJ meeting include a 15 basis point rate hike and a halving of bond purchases, leading to dispersion of views among investors on the timing of rate hikes.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Historical analysis suggests that previous lows in yen or highs in dollar yen may be difficult to recapture after significant technical damage.The yen strength is influenced by wide US minus Japan real policy rate differentials, skewing historical results in a more yen bearish direction.Expectations for the upcoming BOJ meeting include a 15 basis point rate hike and a halving of bond purchases, leading to dispersion of views among investors on the timing of rate hikes.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Japan

The Japanese yen is the official currency of Japan. 

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

JPY (USDJPY CURNCY)

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

USDJPY - An Opportunistic Currency Trade

New Currency Trade Idea. We are initiating an opportunistic long position in the Japanese Yen against the US dollar as the USDJPY exchange rate...

Jeroen Blokland

Hyun Song Shin on How Big the Yen Carry Trade Really Is

The recent carry trade unwind caused temporary market stress but was quickly recovered from, highlighting the importance of understanding and...

Odd Lots

Global FX & Economics: Yen-maggedon

The historical analysis and current market conditions suggest that recovering from the recent yen strength may be difficult, with uncertainties...

At Any Rate

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)