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>Unemployment rate unchanged, labor market growth firming</li><li>Fed likely to remain on hold with limited implications for rates</li><li>Dollar weakened in reaction to data, market leaning towards shorting the dollar, but conditions for substantial dollar weakness last year may not be present now</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Unemployment rate unchanged, labor market growth firmingFed likely to remain on hold with limited implications for ratesDollar weakened in reaction to data, market leaning towards shorting the dollar, but conditions for substantial dollar weakness last year may not be present nowThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates – And now my fears, they come to me in threes

<ul><li>Ceasefire news is encouraging, but risks still remain in commodity markets and inflation trends are shifting</li><li>Dollar view may be less bearish due to persistent inflation and energy pressures, emphasizing the importance of carry currencies</li><li>EMFX may see a return to a more optimistic stance, with a focus on high yielders like Nokia and Aussie for potential strong returns, funding via euro yen or Swiss franc</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ceasefire news is encouraging, but risks still remain in commodity markets and inflation trends are shiftingDollar view may be less bearish due to persistent inflation and energy pressures, emphasizing the importance of carry currenciesEMFX may see a return to a more optimistic stance, with a focus on high yielders like Nokia and Aussie for potential strong returns, funding via euro yen or Swiss francThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: Cease-fire, the dollar, DM/EM FX impact, IMF round-up

<ul><li>Markets remain resilient but pricing in easing, particularly with Porsche's appointment</li><li>US yields have shown volatility but remained in a range, while Europe has tighter ranges</li><li>Asset managers have shown high net long positions in WN sector, potentially affecting calendar spreads in other sectors</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Markets remain resilient but pricing in easing, particularly with Porsche's appointmentUS yields have shown volatility but remained in a range, while Europe has tighter rangesAsset managers have shown high net long positions in WN sector, potentially affecting calendar spreads in other sectorsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates: Analysing Eurex and US futures roll

<ul><li>Fed kept rates unchanged as expected, with only two dissents</li><li>Chair Powell's press conference was more hawkish, indicating firm economy and potentially restrictive policy stance</li><li>Expectation for higher yields, especially in the intermediate sector, but front end likely to remain anchored due to uncertainty in labor market and Fed succession planning.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Fed kept rates unchanged as expected, with only two dissentsChair Powell's press conference was more hawkish, indicating firm economy and potentially restrictive policy stanceExpectation for higher yields, especially in the intermediate sector, but front end likely to remain anchored due to uncertainty in labor market and Fed succession planning.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

At Any Rate: US Rates - Should we talk about the weather?

<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

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 Rates – And now my fears, they come to me in threes

The unemployment rate remained stable with a slight increase, while the labor market showed growth and the Fed is expected to hold rates steady...

At Any Rate

Global FX: Cease-fire, the dollar, DM/EM FX impact, IMF round-up

The negotiation for ceasefire in conflict areas has been progressing slowly, with potential impacts on global growth regime, inflation trends, and...

At Any Rate

Global Rates: Analysing Eurex and US futures roll

Overall, the appointment of Porsche has influenced market pricing and asset managers' investing themes, with high long positions in the WN sector...

At Any Rate

At Any Rate: US Rates - Should we talk about the weather?

The Fed kept rates unchanged, but two members dissented for an increase, Chair Powell hinted at a firmer economy, and market is expected to remain...

At Any Rate

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

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