At Any Rate

Global FX: “Nobody has what we have”


Listen Later

The Trump Presidency and the widely expected Red Sweep amplifies USD exceptionalism on multiple channels......President Trump’s proclamation for the US thus applies to the dollar as well. Indeed, no other currency has what the dollar has: superior growth and equities, higher yield, defensive characteristics.  We discuss outlook for the dollar post US elections and discuss the various DM central banks meetings over the past week.

Speakers:

Meera Chandan, Global FX Strategy
Arindam Sandilya, Global FX Strategy
Patrick Locke, Global FX Strategy
James Nelligan, Global FX Strategy

This podcast was recorded on date.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4840351-0 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.

...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

72 ratings


More shows like At Any Rate

View all
Bloomberg Surveillance by Bloomberg

Bloomberg Surveillance

1,196 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

189 Listeners

Insights Now by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

Insights Now

92 Listeners

Goldman Sachs Exchanges by Goldman Sachs

Goldman Sachs Exchanges

988 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,014 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

290 Listeners

UBS On-Air: Market Moves by Client Strategy Office

UBS On-Air: Market Moves

177 Listeners

Making Sense by J.P. Morgan

Making Sense

59 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,261 Listeners

Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

93 Listeners

Global Data Pod by J.P. Morgan Global Research

Global Data Pod

22 Listeners

FICC Focus by Bloomberg Intelligence

FICC Focus

26 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

212 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

21 Listeners

Goldman Sachs The Markets by Goldman Sachs

Goldman Sachs The Markets

73 Listeners