Sign up to save your podcasts
Or
Share Global FX and Commodities: Everything Everywhere All at once
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Global FX and Commodities: Everything Everywhere All at once
Is China’s policy blitz a game-changer for commodities and FX? We discuss the read-through. Maintain bearish oil and bullish copper forecasts. On paper, this should be the valley of the dollar smile but upcoming US election makes this an uncomfortable proposition. SNB didn’t push back on CHF strength, which is a green light for more appreciation.
Speakers:
Meera Chandan, Global FX Strategy
Arindam Sandilya, Global FX Strategy
Tracey Allen, Global Commodities Research
Greg Shearer, Global Commodities Research
James Nelligan, Global FX Strategy
This podcast was recorded on September 27, 2024.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4803864-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved.
View all episodes
By J.P. Morgan Global Research
4.2
7575 ratings
Is China’s policy blitz a game-changer for commodities and FX? We discuss the read-through. Maintain bearish oil and bullish copper forecasts. On paper, this should be the valley of the dollar smile but upcoming US election makes this an uncomfortable proposition. SNB didn’t push back on CHF strength, which is a green light for more appreciation.
Speakers:
Meera Chandan, Global FX Strategy
Arindam Sandilya, Global FX Strategy
Tracey Allen, Global Commodities Research
Greg Shearer, Global Commodities Research
James Nelligan, Global FX Strategy
This podcast was recorded on September 27, 2024.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4803864-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved.
More shows like At Any Rate
View all
Exchanges
973 Listeners
Bloomberg Intelligence
403 Listeners
Bloomberg Surveillance
1,166 Listeners
Odd Lots
2,003 Listeners
Notes on the Week Ahead
193 Listeners
Wall Street Breakfast
1,038 Listeners
Eye On The Market
293 Listeners
UBS On-Air: Market Moves
187 Listeners
Making Sense
68 Listeners
Thoughts on the Market
1,309 Listeners
Wall Street Week
62 Listeners
Barron's Live
211 Listeners
Global Data Pod
29 Listeners
The Macro Trading Floor
215 Listeners
The Markets
78 Listeners