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>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.

<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

<ul><li>The biggest shift in FX markets is a lower range of interest rates in the US, signaling a regime shift towards Fed rate cuts.</li><li>Dollar strength is diminishing due to lower rates and softer US inflation, impacting carry trades and high yield currencies.</li><li>Euro-Dollar may benefit from lower yields, but its upside potential is uncertain amidst ongoing market volatility and economic uncertainty.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The biggest shift in FX markets is a lower range of interest rates in the US, signaling a regime shift towards Fed rate cuts.Dollar strength is diminishing due to lower rates and softer US inflation, impacting carry trades and high yield currencies.Euro-Dollar may benefit from lower yields, but its upside potential is uncertain amidst ongoing market volatility and economic uncertainty.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: Summertime sadness for USD as yields drag

<ul><li>Credit spreads have traded in a tight range despite various market events</li><li>High yield spreads have tightened throughout the month</li><li>Macro factors like growth, inflation, and Fed policies are more important for credit markets than the political environment</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Credit spreads have traded in a tight range despite various market eventsHigh yield spreads have tightened throughout the monthMacro factors like growth, inflation, and Fed policies are more important for credit markets than the political environmentThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates, US Credit: Spreadbites Spreads, Politics, and the Consumer

<ul><li>Recent washout in EMFX carry trades</li><li>Currency volume may increase as global growth remains firm and interest rates change</li><li>US elections event risk pricing may see heightened sensitivity and volatility as election day approaches</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Recent washout in EMFX carry tradesCurrency volume may increase as global growth remains firm and interest rates changeUS elections event risk pricing may see heightened sensitivity and volatility as election day approachesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: FX Volatility Bumpy, but Capped in H2

United States

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

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USD (USD CURNCY)

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

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

Global FX: Summertime sadness for USD as yields drag

In summary, lower interest rates in the US are leading to uncertainty in the currency markets, with dollar strength being challenged by weakening...

At Any Rate

Global Rates, US Credit: Spreadbites Spreads, Politics, and the Consumer

Credit spreads are trading within a tight range, unaffected by recent political events and market volatility, with macroeconomic policies and...

At Any Rate

Global FX: FX Volatility Bumpy, but Capped in H2

The recent washout in EMFX carry trades, low FX volume compared to other indicators, firm global growth and broad PMI strength, the world being...

At Any Rate

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