At Any Rate

J.P. Morgan FX strategists Meera Chandan and Ben Shatil discuss why USD/JPY will continue to rise despite the first MoF intervention in 24 years to buy yen and why we stay long dollars even with the broad index at five decade highs.

 

This podcast was recorded on 23 September 2022.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4214409-0 and https://www.jpmm.com/research/content/GPS-4213038-0

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

Jonny Goulden and Tales Padilha discuss the impact of a hawkish Fed and rise in US real yields on EM fixed income markets.

 

This podcast was recorded on 23 September 2022.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4213903-0  for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

J.P. Morgan researchers Meera Chandan, Francis Diamond, Allan Monks and Patrick Locke discuss the outlook for the UK economy, rates and FX markets following the historic fiscal plan.

This podcast was recorded on September 16, 2022.

This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4208824-0, www.jpmm.com/research/content/GPS-4208942-0, www.jpmm.com/research/content/GPS-4206423-0, www.jpmm.com/research/content/GPS-4201080-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

In the podcast we discuss latest developments in FX options markets, touching on EUR and Yen positioning in FX options markets, Yen volatility surface backdrop, Brazil election pricing and European – LatAm relative value.

This podcast was recorded on September 12, 2022.

This communication is provided for information purposes only. Institutional clients can view the related report at  www.jpmm.com/research/content/GPS-4203121-0 and www.jpmm.com/research/content/GPS-4204124-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

Featured in this podcast are Tohru Sasaki and Benjamin Shatil

This podcast was recorded on Sep 8, 2022.

This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-4200131-0, https://jpmorganmarkets.com/research/content/GPS-4190370-0 and https://jpmorganmarkets.com/research/content/GPS-4195632-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

J.P. Morgan FX strategists Meera Chandan, Arindam Sandilya and Ben Shatil discuss the outlook for bellwether USD pairs at key levels—EUR/USD, USD/JPY and USD/CNY.

 

This podcast was recorded on 02 September 2022.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4195632-0, https://www.jpmm.com/research/content/GPS-4197402-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

J.P. Morgan FX and Rates strategists Meera Chandan, Aditya Chordia and Francis Diamond discuss market implications of key European events in September—ECB/BoE meetings, Italian elections and the Tory leadership choice.

 

This podcast was recorded on 24 August 2022.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4184594-0 , https://www.jpmm.com/research/content/GPS-4185006-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

J.P. Morgan’s Srini Ramaswamy and Ipek Ozil discuss the Treasury roll and factors that may impact it.   Speakers: Srini Ramaswamy Ipek Ozil   This podcast was recorded on August 22 2022. This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4178736-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

Greg Shearer discusses the recent supply closure announcements across base metals markets and why prices have seemingly shrugged off the headlines. As gas and power prices continue to rise in Europe, this week brought two additional closures of zinc and aluminum smelter capacity on the continent. Despite this and ongoing power rationing impacting supply in China as well, base metals prices have traded lower on the week as concern is now also rising that energy shortages are reaching a pivot point where demand could and will likely begin to be more severely impacted as well.

 

Speaker: Greg Shearer, Head of Base and Precious Metals Research

 

This podcast was recorded on Aug 19, 2022.

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

https://www.jpmm.com/research/content/GPS-4184535-0 

 

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

J.P. Morgan FX strategists Meera Chandan, Arindam Sandilya and Patrick Locke discuss recent developments in the US, Europe and China and discuss the motivation for further dollar strength.

 

This podcast was recorded on 19th August 2022

This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4184594-0 , www.jpmm.com/research/content/GPS-4182953-0 , www.jpmm.com/research/content/GPS-4182309-0 , www.jpmm.com/research/content/GPS-4182228-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.