Global FX: Exploring macro tensions and safe-haven demand
At Any Rate - A podcast by J.P. Morgan Global Research
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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. SpeakersMeera 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.
