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>RBA expected to deliver a third consecutive 25 basis point hike, leading to a moderately positive outlook for the Australian dollar</li><li>RBNZ likely to be more gradualist in its approach to policy, with market expectations for a move being pushed back</li><li>BOJ net net was hawkish despite dissents, intervention in the yen market a big story, path forward for yen uncertain due to Middle east situation and intervention efforts</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

RBA expected to deliver a third consecutive 25 basis point hike, leading to a moderately positive outlook for the Australian dollarRBNZ likely to be more gradualist in its approach to policy, with market expectations for a move being pushed backBOJ net net was hawkish despite dissents, intervention in the yen market a big story, path forward for yen uncertain due to Middle east situation and intervention effortsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: Yen intervention, re-assessing USD bearish view, central bank rundown

<ul><li>Betting market data shows odds of Dems winning both chambers of Congress in midterms have risen sharply since war began</li><li>Equity markets and credit markets have retraced peak to trough sell offs over past month, commodities and rates lagging behind</li><li>Bullish dollar view during conflict was more tactical, underwhelming reaction to ceasefire announcement compared to expectations</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Betting market data shows odds of Dems winning both chambers of Congress in midterms have risen sharply since war beganEquity markets and credit markets have retraced peak to trough sell offs over past month, commodities and rates lagging behindBullish dollar view during conflict was more tactical, underwhelming reaction to ceasefire announcement compared to expectationsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>European and UK Two year Treasury yields broke range, money markets pricing Fed on hold through December with one 25 basis point cut over next year</li><li>US Yields less sensitive to changes in oil prices due to energy exports and dual mandate on labor markets and inflation</li><li>Factors contributing to US market movement include residual concerns over labor market, Fed turnover, inflation data, liquidity component, and structural better liquidity</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

European and UK Two year Treasury yields broke range, money markets pricing Fed on hold through December with one 25 basis point cut over next yearUS Yields less sensitive to changes in oil prices due to energy exports and dual mandate on labor markets and inflationFactors contributing to US market movement include residual concerns over labor market, Fed turnover, inflation data, liquidity component, and structural better liquidityThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates: Where next for CB and rates as the Middle-East conflict persists?

<ul>
<li>Importers like the Euro bloc and Asia are most impacted by current economic challenges, while exporters like the US, Australia, and Canada are benefiting from terms of trade boosts.</li>
<li>FX markets are heavily influenced by the energy price story, leading to a shift in views towards a more bullish outlook on the dollar.</li>
<li>The upcoming ECB meeting is expected to have a significant impact on the Euro, with potential hikes seen as growth negative and not necessarily supportive of the currency.</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Importers like the Euro bloc and Asia are most impacted by current economic challenges, while exporters like the US, Australia, and Canada are benefiting from terms of trade boosts.
FX markets are heavily influenced by the energy price story, leading to a shift in views towards a more bullish outlook on the dollar.
The upcoming ECB meeting is expected to have a significant impact on the Euro, with potential hikes seen as growth negative and not necessarily supportive of the currency.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: Winds of change for the dollar

<ul>
<li>December core goods CPI inflation remained flat, below expectations</li>
<li>Market fixings imply a strong January print, but future inflation expectations may face challenges</li>
<li>Euro area continues to face ongoing disinflation, with breakevens expected to remain within range in the near term</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


December core goods CPI inflation remained flat, below expectations
Market fixings imply a strong January print, but future inflation expectations may face challenges
Euro area continues to face ongoing disinflation, with breakevens expected to remain within range in the near term

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

United States

The US dollar is the official currency of the United States of America.

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Global FX: Yen intervention, re-assessing USD bearish view, central bank rundown

Summary: Analysis of the upcoming rate decisions by the RBA and RBNZ, with expectations for a rate hike from RBA and a more gradual approach from...

At Any Rate

Global FX: The beginning of the end?

Increased odds of Democrats winning both chambers of Congress since war began, US political incentives may affect administration's focus post...

At Any Rate

Global Rates: Where next for CB and rates as the Middle-East conflict persists?

European and UK Treasury yields have broken their range, markets are pricing the Fed to stay on hold with only one rate cut over the next year, US...

At Any Rate

Global FX: Winds of change for the dollar

The global economy is facing challenges with multiple factors affecting importers in the euro bloc and Asia, while exporters like the US,...

At Any Rate

Global Rates - Monthly Inflation Outlook

Data analysis shows soft reading in December, with core goods CPI inflation flat but expected to be main source of sticky inflation in 2026, market...

At Any Rate

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