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Global FX: Summertime sadness for USD as yields drag

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Manage episode 435790541 series 3258518
Contenu fourni par J.P. Morgan Global Research. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par J.P. Morgan Global Research ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

In this week’s At Any Rate Podcast, our Global FX Strategists Meera Chandan & Patrick Locke discuss implications of recent rates compression for the dollar & global FX. We also discuss the outlook for EUR/USD, as well as the FX implications from US disinflation outpacing other parts of the world.

Speakers:
Meera Chandan, Global FX Strategy
Patrick Locke, Global FX Strategy

This podcast was recorded on 23 August 2024.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4779820-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

  continue reading

116 episodes

Artwork
iconPartager
 
Manage episode 435790541 series 3258518
Contenu fourni par J.P. Morgan Global Research. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par J.P. Morgan Global Research ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

In this week’s At Any Rate Podcast, our Global FX Strategists Meera Chandan & Patrick Locke discuss implications of recent rates compression for the dollar & global FX. We also discuss the outlook for EUR/USD, as well as the FX implications from US disinflation outpacing other parts of the world.

Speakers:
Meera Chandan, Global FX Strategy
Patrick Locke, Global FX Strategy

This podcast was recorded on 23 August 2024.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4779820-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

  continue reading

116 episodes

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