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 Jun 23, 2023
Friday Jun 23, 2023
J.P. Morgan’s FX strategy team lays out the case for being defensive/ bullish USD going into 2H. Other themes discussed are: bearish views on CNY, GBP, JPY and Scandis; selective exposure to FX carry which remains elevated and opportunities in derivatives.
This podcast was recorded on 23 June 2023.
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