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Global FX: The weak dollar view passes a flow test

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Manage episode 501825985 series 3258518
Content provided by J.P. Morgan Global Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J.P. Morgan Global Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This week, our FX Strategists break down the growth/inflation mix in the US and how that’s impacting the dollar, before providing an update on the state of cross-border USD flows and FX hedging. They also provide a recap of recent tactical developments in G10, including the dovish RBNZ surprise and recent data out of the UK.

Speakers

Arindam Sandilya, Global FX Strategy

Ben Jarman, Global Economics, Rates & FX Strategy

Patrick Locke, Global FX Strategy

James Nelligan, Global FX Strategy

Octavia Popescu, Global FX Strategy

This podcast was recorded on 22 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-5061667-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

  continue reading

133 episodes

Artwork
iconShare
 
Manage episode 501825985 series 3258518
Content provided by J.P. Morgan Global Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J.P. Morgan Global Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This week, our FX Strategists break down the growth/inflation mix in the US and how that’s impacting the dollar, before providing an update on the state of cross-border USD flows and FX hedging. They also provide a recap of recent tactical developments in G10, including the dovish RBNZ surprise and recent data out of the UK.

Speakers

Arindam Sandilya, Global FX Strategy

Ben Jarman, Global Economics, Rates & FX Strategy

Patrick Locke, Global FX Strategy

James Nelligan, Global FX Strategy

Octavia Popescu, Global FX Strategy

This podcast was recorded on 22 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-5061667-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.

  continue reading

133 episodes

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