At Any Rate

Asia post-Liberation Day

Listen Later

In the debut Asia edition of the ‘At Any Rate’ podcast, Sajjid Chinoy and Arindam Sandilya discuss the outlook for EM Asia macro and markets in the wake of US reciprocal tariffs.

Key topics discussed:

  • How global economic views are evolving post-Liberation Day; channels of transmission to Asian growth and growth forecast changes
  • Asian policymakers’ responses; policy tools deployment across different countries
  • Rates and bonds investing
  • Asian FX - how the dollar behavior is shaping FX views; primary risk factors to watch out for

    • This podcast was recorded on Apr 10, 2025.

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

    https://jpmorganmarkets.com/research/content/GPS-4951821-0, https://jpmorganmarkets.com/research/content/GPS-4944945-0,  https://jpmorganmarkets.com/research/content/GPS-4950529-0, https://jpmorganmarkets.com/research/content/GPS-4952039-0 and https://jpmorganmarkets.com/research/content/GPS-4950917-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.

    ...more
    View all episodesView all episodes
    Download on the App Store
    At Any RateBy J.P. Morgan Global Research
    • 4.2
    • 4.2
    • 4.2
    • 4.2
    • 4.2

    4.2

    75 ratings

    More shows like At Any Rate

    View all
    Exchanges by Goldman Sachs

    Exchanges

    973 Listeners

    Bloomberg Intelligence by Bloomberg

    Bloomberg Intelligence

    403 Listeners

    Bloomberg Surveillance by Bloomberg

    Bloomberg Surveillance

    1,166 Listeners

    Odd Lots by Bloomberg

    Odd Lots

    1,999 Listeners

    Notes on the Week Ahead by Dr. David Kelly

    Notes on the Week Ahead

    192 Listeners

    Wall Street Breakfast by Seeking Alpha

    Wall Street Breakfast

    1,036 Listeners

    Eye On The Market by Michael Cembalest

    Eye On The Market

    293 Listeners

    UBS On-Air: Market Moves by Client Strategy Office

    UBS On-Air: Market Moves

    187 Listeners

    Making Sense by J.P. Morgan

    Making Sense

    68 Listeners

    Thoughts on the Market by Morgan Stanley

    Thoughts on the Market

    1,309 Listeners

    Wall Street Week by Bloomberg

    Wall Street Week

    63 Listeners

    Barron's Live by Barron's Live

    Barron's Live

    211 Listeners

    Global Data Pod by J.P. Morgan Global Research

    Global Data Pod

    29 Listeners

    The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

    The Macro Trading Floor

    215 Listeners

    The Markets by Goldman Sachs

    The Markets

    79 Listeners