Global FX: Exploring macro tensions and safe-haven demand - a podcast by J.P. Morgan

Meera Chandan, Saad Siddiqui and James Nelligan discuss (a) macro tensions for FX stemming from improving momentum in China / Europe and a less aggressive Fed on the one hand, and rising US yields and escalating geopolitics on the other, and (b) why a flip in bond-equity correlations should result in greater safe-haven demand in currencies benefitting USD and CHF.

 

Speakers
Meera Chandan,  Global FX Strategy

Saad Siddiqui, Emerging Markets Research

James Nelligan, Global FX Strategy

 

This podcast was recorded on 20 October 2023

This communication is provided for information purposes only. Institutional clients can view the related report https://www.jpmm.com/research/content/GPS-4538860-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.

 

 

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