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Title: At Any Rate | J.P. Morgan Global Research
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The Global FX team debates multiple issues: the outlook for USD, yen, as well as the fate of cyclical low-yielders.
Speakers
Meera Chandan, Global FX Strategy
Arindam Sandilya, Global FX Strategy
Patrick Locke, Global FX Strategy
James Nelligan, Global FX Strategy
Octavia Popescu, Global FX Strategy
This p...
In this podcast, Frida Infante and Harry Downie discuss the latest inflation data and breakeven markets across the Euro area, the UK and the U.S. They talk through what’s a genuinely mixed bag of views this month, and where the key risks lie.
This podcast was recorded on 14 August 2026.
This communication is provided for information purpos...
J.P. Morgan Short Duration Strategists Pankaj Vohra and Molly Herckis discuss the latest developments in the ABCP and Non-financial CP market.
Speakers:
Pankaj Vohra, Senior US Short Duration Strategist
Molly Herckis, US Short Duration Strategist
This podcast was recorded on August 13, 2026.
This communication i...
For the last few months, our focus has understandably been on oil and history's largest supply disruption. While we have spoken extensively about inventories and demand, one other component played a role - the positive supply response outside of the Middle East.
Speaker:
Natasha Kaneva, Head of Global Commodities Research
This week, our Global FX Strategists assess the impact NFP for the dollar in the wake of last week’s FOMC outcome and JPY intervention. We also expand on the carry trade’s resilience despite yen vol, and conclude with the latest news from the Euro bloc of currencies.
Speakers:
Patrick Locke, Global FX Strategy
Antonin Delair, Global FX Strategy<...