This week, our Global FX & EM strategists, Patrick Locke, Antonin Delair and Anezka Christovova discuss recent developments for the dollar, takeaways from our suite of systematic FX signals,  and what’s behind our EM FX upgrade to OW this week.

This podcast was recorded on 08 August 2025.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5035130-0

, https://www.jpmm.com/research/content/GPS-5049466-0  for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

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