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

Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

Commodities

<ul><li>Central banks have been buying gold since after the GFC to diversify from US Dollars, underpinning the market with tightness</li><li>Gold bull markets have been influenced by periods of conflict and economic stability, with central banks playing a significant role in influencing the price</li><li>The second gold bull market starting around 2000 saw the gold industry aggressively buying back their hedges, pushing the price up alongside central bank buying and market forces</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Central banks have been buying gold since after the GFC to diversify from US Dollars, underpinning the market with tightnessGold bull markets have been influenced by periods of conflict and economic stability, with central banks playing a significant role in influencing the priceThe second gold bull market starting around 2000 saw the gold industry aggressively buying back their hedges, pushing the price up alongside central bank buying and market forcesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Why The Mining Boom is Just Beginning (Hedley Widdup)

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

Why The Mining Boom is Just Beginning (Hedley Widdup)

Central banks purchasing gold as a diversification strategy has historically influenced gold prices and tightens the market, contributing to the...

Money of Mine

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