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>Discussion on the impact of elections on FX and various hedges</li><li>Focus on trade and fiscal policies as key factors influencing FX</li><li>Potential scenarios and dominant teams in different election outcomes, with Republican sweep seen as favorable for dollar strength</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 the impact of elections on FX and various hedgesFocus on trade and fiscal policies as key factors influencing FXPotential scenarios and dominant teams in different election outcomes, with Republican sweep seen as favorable for dollar strengthThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: US elections: A roadmap for FX and hedges

<ul><li>Labor market data challenges notion of slowing labor demand and jolts</li><li>Fed policy expectations shift to 25 basis point cut in November</li><li>Uncertainty in policy outcomes causing high policy uncertainty and potential for large market moves</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Labor market data challenges notion of slowing labor demand and joltsFed policy expectations shift to 25 basis point cut in NovemberUncertainty in policy outcomes causing high policy uncertainty and potential for large market movesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Cross Asset Strategy

<ul><li>Money fund balances have continued to grow despite Fed rate cuts due to attractive yields relative to other liquidity products</li><li>Most of the cash in money funds is liquidity money, making them a compelling place to park cash</li><li>Money funds tend to see inflows heading into an easing cycle and persist even as the yield curve begins to disinvert or steepen, with outflows only occurring once the curve stabilizes.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Money fund balances have continued to grow despite Fed rate cuts due to attractive yields relative to other liquidity productsMost of the cash in money funds is liquidity money, making them a compelling place to park cashMoney funds tend to see inflows heading into an easing cycle and persist even as the yield curve begins to disinvert or steepen, with outflows only occurring once the curve stabilizes.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

US Rates: Cash on the sidelines or just cash?

Macroeconomics

<ul><li>The Fed is expected to cut rates by 50 basis points on Wednesday, with additional cuts expected in November and December</li><li>There is uncertainty in the markets with regards to the size of the rate cut, with equal probabilities for a 25 or 50 basis point cut</li><li>Near term uncertainty is high, leading to bullishness on volatility in the markets</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Fed is expected to cut rates by 50 basis points on Wednesday, with additional cuts expected in November and DecemberThere is uncertainty in the markets with regards to the size of the rate cut, with equal probabilities for a 25 or 50 basis point cutNear term uncertainty is high, leading to bullishness on volatility in the marketsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>Markets experienced significant volatility in response to comments from New York Fed presidents and Governor Waller, resulting in pricing of around 30 basis points for the September meeting</li><li>Labor market data suggests softening, with revisions showing a decline in private sector payroll growth, indicating a shift towards imminent Fed easing</li><li>Opportunities in Treasuries lie in steepeners, with a focus on front end steepening and potential for further broadening of the steepening trend as the Fed moves towards easing.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Markets experienced significant volatility in response to comments from New York Fed presidents and Governor Waller, resulting in pricing of around 30 basis points for the September meetingLabor market data suggests softening, with revisions showing a decline in private sector payroll growth, indicating a shift towards imminent Fed easingOpportunities in Treasuries lie in steepeners, with a focus on front end steepening and potential for further broadening of the steepening trend as the Fed moves towards easing.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX & Rates: US rates and FX market after a rollercoaster Friday

United States

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

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Global FX: US elections: A roadmap for FX and hedges

JPMorganmarkets.com provides valuable insights on the impact of elections, tariffs, and fiscal policies on the FX market, with potential scenarios...

At Any Rate

US Rates: The Fall Classic

Labor market data challenges the notion of slowing labor demand, with job openings rising in August and initial claims at their lowest since May,...

At Any Rate

US Rates: Cash on the sidelines or just cash?

Money fund balances are growing despite rate cuts, with AUMs at a record high of $6.6 trillion, offering compelling yields compared to deposits and...

At Any Rate

US Rates: Schrodinger’s Cut

Central banks around the world are cutting rates, with the Fed expected to follow suit with a 50 basis point cut, leading to market uncertainty and...

At Any Rate

Global FX & Rates: US rates and FX market after a rollercoaster Friday

The August employment report caused volatility in interest rate markets, with expectations for easing shifting and market dynamics favoring front...

At Any Rate

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