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We discuss the top down dollar/ FX view following developments in Iran and outline the best escalation and recovery candidates in DM and EM.
Speakers
Meera Chandan, Global FX Strategy
James Nelligan, Global FX Strategy
Patrick Locke, Global FX Strategy
Arindam Sandilya, Global FX Strategy
Anezka Christovova, Head of EMEA EM Local Markets Strategy
This podcast was recorded on 06 March 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5227665-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
© 2026 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.
By J.P. Morgan Global Research4.2
7575 ratings
We discuss the top down dollar/ FX view following developments in Iran and outline the best escalation and recovery candidates in DM and EM.
Speakers
Meera Chandan, Global FX Strategy
James Nelligan, Global FX Strategy
Patrick Locke, Global FX Strategy
Arindam Sandilya, Global FX Strategy
Anezka Christovova, Head of EMEA EM Local Markets Strategy
This podcast was recorded on 06 March 2026.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5227665-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
© 2026 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.

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