Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

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.

Podcast by J.P. Morgan analysts on global markets

FX & Rates

<ul>
<li>Dollar decoupled from US rates and equities, investors expected to chase dollar lower</li>
<li>Dollar positioning not as crowded as perceived, global holdings of US equities still large</li>
<li>Unlikely for significant repatriation of Japanese foreign bond investments, focus on rebalancing rather than one-way repatriation; implications of upcoming election on Yen uncertain</li>
</ul>
<p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>


Dollar decoupled from US rates and equities, investors expected to chase dollar lower
Dollar positioning not as crowded as perceived, global holdings of US equities still large
Unlikely for significant repatriation of Japanese foreign bond investments, focus on rebalancing rather than one-way repatriation; implications of upcoming election on Yen uncertain

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

Global FX: Mid-Year Outlook - Tell me something new

USD

Global FX: Mid-Year Outlook - Tell me something new