Analysts from J.P. Morgan Global Research take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.
Episodes
Friday Sep 29, 2023
Friday Sep 29, 2023
This week we discuss the Dollar rally having stepped up a gear. Compare and contrast Q4-23 with Q4-22. Bottoms up USD drivers and positioning. European FX highest convictions.
Speakers
Arindam Sandilya, Global FX Strategy
James Nelligan, Global FX Strategy
Patrick Locke, Global FX Strategy
This podcast was recorded on 29 September 2023.
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