Jonny Goulden and Tales Padilha discuss latest areas of focus around EM debt for both policy makers and financial markets.

 

This podcast was recorded on 20 October 2022.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4237302-0 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 why we are still bullish on the dollar and highlight our fresh targets for EUR, JPY and CNY.

 

This podcast was recorded on 13 October 2022.

This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-4231857-0, https://www.jpmm.com/research/content/GPS-4231649-0, https://www.jpmm.com/research/content/GPS-4225946-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

J.P. Morgan Co-Head of FX Strategy Meera Chandan, Chief US Economist Michael Feroli and Head of Beverages, Household and Personal Goods Analyst Andrea Teixeira are brought together by our Head of Content Strategy, Samantha Azzarello to discuss the outlook and the impact of a strong dollar.

 

This podcast was recorded on October 7, 2022.This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4220820-0 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 Patrick Locke and Ladislav Jankovic discuss tactical and fundamental issues for sterling, as well as the state of play in derivatives markets.

 

This podcast was recorded on 30 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-4220251-0 ,  https://www.jpmm.com/research/content/GPS-4220180-0 , https://www.jpmm.com/research/content/GPS-4218921-0 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 ongoing pressure on EM assets as US financial conditions tighten, which is now impacting less risky parts of EM FX and credit.

This podcast was recorded on September 29, 2022.

This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4218945-0 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, Ayako Fujita, Benjamin Shatil, Takafumi Yamawaki and Rie Nishihara

This podcast was recorded on Sep 29, 2022.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4212921-0, https://www.jpmm.com/research/content/GPS-4213038-0, https://www.jpmm.com/research/content/GPS-4214418-0.pdf , https://www.jpmm.com/research/content/GPS-4213133-0 and https://www.jpmm.com/research/content/GPS-4215243-0 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 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.