At Any Rate

Global FX and Treasuries—Read-through from FOMC and China re-opening

J.P. Morgan strategists Meera Chandan, Arindam Sandilya and Jay Barry discuss the outlook for FX and rates markets following the soft US inflation print, FOMC and China re-opening.

This podcast was recorded on 16 December 2022.

This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4284551-0, www.jpmm.com/research/content/GPS-4289691-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

US Rates: Implied PCA and Yield Curve Regime Shifts

Srini Ramaswamy and Ipek Ozil discuss implied PCA framework – a new forward-looking PCA framework that can be useful in identifying potential Fed regime shifts, and more.

This podcast was recorded on 13 December 2022.

This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4267726-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

Global Rates: European Rates 2023 Outlook

In our latest rates strategy podcast, Fabio Bassi, Francis Diamond, Aditya Chordia and Khagendra Gupta discuss our 2023 outlook themes for the Euro area, UK and inflation. We outline our thoughts on the upcoming ECB and BoE meetings, discuss our views on curve, duration, intra-EMU spreads, swap spreads and volatility as well as outline opportunities in inflation markets.

 

This podcast was recorded on 28 November 2022.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4269808-0  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

Global FX Strategy 2023: This isn’t over

Arindam Sandilya, Meera Chandan, Benjamin Shatil, James Nelligan, Patrick Locke and Antonin Delair discuss JPMorgan’s Global FX Strategy outlook for 2023.

Speakers

Arindam Sandilya, Global FX Strategy

Meera Chandan, Global FX Strategy

Ben Shatil, Global FX Strategy

James Nelligan, Global FX Strategy

Patrick Locke, Global FX Strategy

Antonin Delair, Global FX Strategy

 

This podcast was recorded on 23 November 2022.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4268149-0, https://www.jpmm.com/research/content/GPS-4270636-0.pdf for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

 

EM Fixed Income: Emerging Markets Outlook and Strategy for 2023

Luis Oganes, Jonny Goulden and Nora Szentivanyi discuss the outlook for emerging markets for 2023.  

 

This podcast was recorded on November 23, 2022.

 

This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4269370-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

Global FX: The perfect storm

J.P. Morgan FX strategists Meera Chandan and Patrick Locke discuss the outlook for FX markets following the soft US inflation print and the seismic price action that followed.

 

This podcast was recorded on November 11, 2022.

This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-4261385-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

Global FX & Rates: Post FOMC roundup of FX and US rates markets

J.P. Morgan FX and rates strategists Meera Chandan and Jay Barry discuss the outlook for FX and US rates markets following the Fed and US employment data.

 

This podcast was recorded on 04 November 2022.

This communication is provided for information purposes only. Institutional clients can view the related report at:

https://www.jpmm.com/research/content/GPS-4250579-0

https://www.jpmm.com/research/content/GPS-4246653-0

https://www.jpmm.com/research/content/GPS-4252466-0

https://www.jpmm.com/research/content/GPS-4254375-0

https://www.jpmm.com/research/content/GPS-4252859-0

for more information; please visit www.jpmm.com/research/disclosures  for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

 

EM Fixed Income Focus: From peak rates to recession risks

Jonny Goulden and Tales Padilha discuss how EM markets may react to an eventual peak in US policy rates.

This podcast was recorded on November 3, 2022.

This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4252794-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

Global FX: The dollar’s cyclical froth has cleared

Arindam Sandilya and Ben Shatil discuss the FX outlook leading up to next week’s FOMC meeting.

 

This podcast was recorded on 28 October 2022.

This communication is provided for information purposes only. Institutional clients can view the related report at http://www.jpmm.com/research/content/GPS-4246166-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

EM Fixed Income: Action and reaction in volatile EM rates markets

Jonny Goulden and Tales Padilha discuss recent crisis level EM bond market volatility which has brought reactions from policy-makers.

 

This podcast was recorded on October 27, 2022.

This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4244519-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.