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>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.

External broker reports(aggregated public sources), ABN AMRO

ABN AMRO

External broker reports(aggregated public sources)

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Macroeconomics

<ul><li>US dollar sentiment is weakening, as US Treasury yields have been volatile and fiscal concerns remain elevated</li><li>The Treasury’s larger buyback programme has not reassured markets, and investors still worry about US debt dynamics and rising risk premia</li><li>The euro has benefited from dollar weakness, and further dollar downside could support EUR/USD</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.

US dollar sentiment is weakening, as US Treasury yields have been volatile and fiscal concerns remain elevatedThe Treasury’s larger buyback programme has not reassured markets, and investors still worry about US debt dynamics and rising risk premiaThe euro has benefited from dollar weakness, and further dollar downside could support EUR/USDContent 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 Weekly - Pressure on the dollar builds

<ul><li>Last week, sentiment in the EUR/USD options market gradually shifted, with investors showing less preference for calls (upside) over puts (downside).</li><li>This move became more pronounced on Friday morning. Just before Federal Reserve Chair Kevin Warsh’s speech, the one-month measure switched to negative, indicating a small preference for a downward move in EUR/USD.</li><li>While before there was a clear preference for calls. </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.

Last week, sentiment in the EUR/USD options market gradually shifted, with investors showing less preference for calls (upside) over puts (downside).This move became more pronounced on Friday morning. Just before Federal Reserve Chair Kevin Warsh’s speech, the one-month measure switched to negative, indicating a small preference for a downward move in EUR/USD.While before there was a clear preference for calls. 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.

<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

United States

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

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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

FX Weekly - Pressure on the dollar builds

US dollar sentiment is weakening, as US Treasury yields have been volatile and fiscal concerns remain elevated The Treasury’s larger buyback...

ABN AMRO

FX Weekly - Policy Risks for the Dollar

Last week, sentiment in the EUR/USD options market gradually shifted, with investors showing less preference for calls (upside) over puts (downside).

ABN AMRO

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

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