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>The US dollar remains strong despite ongoing government shutdown and uncertain economic data</li><li>Eurodollar shows resilience and potential for growth due to positive PMI data in Europe</li><li>Range-bound trading expected for Eurodollar with potential for upside breakout depending on US data and market conditions</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The US dollar remains strong despite ongoing government shutdown and uncertain economic dataEurodollar shows resilience and potential for growth due to positive PMI data in EuropeRange-bound trading expected for Eurodollar with potential for upside breakout depending on US data and market conditionsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: Dollar oscillates; more fiscal clarity for GBP & CAD

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>Verizon Business offers a new My biz plan with customizable mobile options starting at $25 per line</li><li>Odd Thoughts podcast discusses big market stories, including the fall of the dollar, rise in gold prices, and enthusiasm for AI in the stock market</li><li>Hyun Sung Shin of the Bank for International Settlements discusses the unusual market trends of the year and their implications.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Verizon Business offers a new My biz plan with customizable mobile options starting at $25 per lineOdd Thoughts podcast discusses big market stories, including the fall of the dollar, rise in gold prices, and enthusiasm for AI in the stock marketHyun Sung Shin of the Bank for International Settlements discusses the unusual market trends of the year and their implications.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Why The World Started Hedging Its US Dollar Exposure

Asian Economist

Kok Peng Chan

<ul>
<li>Investors are under-appreciating a sharp narrowing of the US current account deficit in 2Q25. This is a sustainable trend as net government borrowing normalises to around 5% of GDP</li>
<li>The US is not losing its ability to attract long term capital flows. In 2Q25, net foreign direct investment reached $121b, the strongest since 3Q22</li>
<li>The result is a sharp improvement in the basic balance. Investors should monitor this indicator to assess whether Trump's policy mix of fiscal consolidation and re-shoring is succeeding or not</li>
</ul>


Investors are under-appreciating a sharp narrowing of the US current account deficit in 2Q25. This is a sustainable trend as net government borrowing normalises to around 5% of GDP
The US is not losing its ability to attract long term capital flows. In 2Q25, net foreign direct investment reached $121b, the strongest since 3Q22
The result is a sharp improvement in the basic balance. Investors should monitor this indicator to assess whether Trump's policy mix of fiscal consolidation and re-shoring is succeeding or not


Beyond the Current Account Deficit: What Drives the US Dollar?

<ul><li>The dollar has not been able to break out of its range, despite various economic factors at play</li><li>Asian currencies, such as the Chinese yuan, have seen more traction and movement compared to the dollar</li><li>Continued US-China negotiations are impacting the market dynamics and influencing the direction of currencies like the yuan</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The dollar has not been able to break out of its range, despite various economic factors at playAsian currencies, such as the Chinese yuan, have seen more traction and movement compared to the dollarContinued US-China negotiations are impacting the market dynamics and influencing the direction of currencies like the yuanThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: Previewing central bank event risk for FX

External broker reports(aggregated public sources), Scotiabank

Scotiabank

External broker reports(aggregated public sources)

Scotiabank’s global foreign exchange strategy team provides in-depth regional insights and macro-economic analysis for G10 and advanced economies, Asia Pacific, and Latin America. Find technical and fundamental strategy reports focused on trade ideas, market risks, and the unfolding macro outlook. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>The DXY has spent the past four weeks pivoting around the 98 level in flat, rather directionless trade.</li><li>It’s a little early to call this a “quiet comeback”, as one Bloomberg article this week suggested, and we rather continue to think that broader risks for the USD are squarely tilted to the downside over the medium– to longer-term.</li><li>Admittedly, there are some indicators suggesting that the USD consolidation may extend.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The DXY has spent the past four weeks pivoting around the 98 level in flat, rather directionless trade.It’s a little early to call this a “quiet comeback”, as one Bloomberg article this week suggested, and we rather continue to think that broader risks for the USD are squarely tilted to the downside over the medium– to longer-term.Admittedly, there are some indicators suggesting that the USD consolidation may extend.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

FX Snapshot - DXY—Quiet Comeback of Just Resting?

United States

The U.S. Dollar Index(USDX) indicates the general int'l value of the USD. The USDX does this by averaging the exchange rates between the USD and major world currencies. The ICE US computes this by using the rates supplied by some 500 banks. FOR REAL TIME SEE EIS ICEA<GO>.

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Dollar Index (DXY CURNCY)

Global FX: Dollar oscillates; more fiscal clarity for GBP & CAD

The US dollar remains strong amidst market volatility, the shutdown sets a new record, Eurodollar volatility persists, JPMorgan analyzes AI's...

At Any Rate

Why The World Started Hedging Its US Dollar Exposure

Verizon introduces customizable mobile plans, the Odd Thoughts podcast discusses market trends with Hyun Sung Shin from the Bank for International...

Odd Lots

Beyond the Current Account Deficit: What Drives the US Dollar?

As net government borrowing normalises and re-shoring efforts translate to larger inflows of FDI, the US dollar will prove to be more resilient...

Kok Peng Chan

Global FX: Previewing central bank event risk for FX

The dollar remains range-bound while Euro dollar fair value increases, with Asian currencies gaining traction against the dollar and market...

At Any Rate

FX Snapshot - DXY—Quiet Comeback of Just Resting?

The DXY has spent the past four weeks pivoting around the 98 level in flat, rather directionless trade. It’s a little early to call this a “quiet...

Scotiabank

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52-week Range

Market Cap (USDm)

P/E

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