Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

FX & Rates

<ul><li>German Eco deepens global research podcast, European rate market reactions, and US bank in the coalition government</li><li>German bond curve steepened after coalition collapse, leading to cheaper Germany versus Swap on Thursday</li><li>Riksbank and Norges Bank deliver expected rate cuts, with Riksbank moving towards neutral rates and Norges Bank starting gradual easing cycle in early 2025.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

German Eco deepens global research podcast, European rate market reactions, and US bank in the coalition governmentGerman bond curve steepened after coalition collapse, leading to cheaper Germany versus Swap on ThursdayRiksbank and Norges Bank deliver expected rate cuts, with Riksbank moving towards neutral rates and Norges Bank starting gradual easing cycle in early 2025.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates: A Busy Week for European Rate Markets

<ul><li>Discussion on election week strategies and market scenarios</li><li>Analysis of dollar and euro performance based on election outcomes</li><li>Review of UK budget impact on sterling and business confidence</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion on election week strategies and market scenariosAnalysis of dollar and euro performance based on election outcomesReview of UK budget impact on sterling and business confidenceThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: Surveying the FX landscape ahead of the US election

External broker reports(aggregated public sources), Scotiabank

Scotiabank

External broker reports(aggregated public sources)

Scotiabank’s global foreign exchange strategy team provides in-depth regional insights and macro-economic analysis for G10 and advanced economies, Asia Pacific, and Latin America. Find technical and fundamental strategy reports focused on trade ideas, market risks, and the unfolding macro outlook. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Market sentiment continues to shift in favour of the USD, according to the latest Commitments of Traders data from the CFTC for the week through last Tuesday.</li><li>Non-Commercial (speculative) traders took a small net USD short position to a sizeable net USD long position overall, via a USD10bn swing in aggregate positioning in the major currencies we monitor for this report.</li><li>Additional data shows Leveraged (hedge fund) traders cutting their USD4bn net USD short from last week to near flat while Real Money (institutional) halved their net USD short over the week to a little less than USD9bn.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Market sentiment continues to shift in favour of the USD, according to the latest Commitments of Traders data from the CFTC for the week through last Tuesday.Non-Commercial (speculative) traders took a small net USD short position to a sizeable net USD long position overall, via a USD10bn swing in aggregate positioning in the major currencies we monitor for this report.Additional data shows Leveraged (hedge fund) traders cutting their USD4bn net USD short from last week to near flat while Real Money (institutional) halved their net USD short over the week to a little less than USD9bn.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Weekly CFTC Sentiment Report - Speculative Sentiment Turns USD Bullish

<ul><li>The US dollar (USD) has underperformed in the third quarter, reflecting a constellation of factors that have shaken up currency trading and injected renewed volatility into markets.</li><li>We had expected the USD to ease somewhat in H2 as cyclical factors turn less supportive and while USD losses have moderated somewhat in recent trading, the net impact is still a somewhat weaker USD than we had anticipated at this stage.</li><li>USD weakness can be largely explained by the following. Firstly, US yields eased in July and fell sharply in August following the release of a weaker-than-expected US July employment report. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The US dollar (USD) has underperformed in the third quarter, reflecting a constellation of factors that have shaken up currency trading and injected renewed volatility into markets.We had expected the USD to ease somewhat in H2 as cyclical factors turn less supportive and while USD losses have moderated somewhat in recent trading, the net impact is still a somewhat weaker USD than we had anticipated at this stage.USD weakness can be largely explained by the following. Firstly, US yields eased in July and fell sharply in August following the release of a weaker-than-expected US July employment report. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

<ul><li>CFTC data covering the week through last Tuesday reflects a significant improvement in overall USD sentiment.</li><li>Non-Commercial (speculative) traders accelerated the recent pattern of trimming aggregate USD and the near USD8bn reduction in aggregate net USD shorts reflects one of the larger positioning shifts in recent months.</li><li>This shift leaves the overall Non-Commercial aggregate short position on the USD at just USD1.4bn, the smallest since late August. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

CFTC data covering the week through last Tuesday reflects a significant improvement in overall USD sentiment.Non-Commercial (speculative) traders accelerated the recent pattern of trimming aggregate USD and the near USD8bn reduction in aggregate net USD shorts reflects one of the larger positioning shifts in recent months.This shift leaves the overall Non-Commercial aggregate short position on the USD at just USD1.4bn, the smallest since late August. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Weekly CFTC Sentiment Report - Speculative Sentiment Turns Near Flat on USD

United States

The euro is the official currency of the European Economic & Monetary Union.  The US dollar is the official currency of the United States of America.

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Global Rates: A Busy Week for European Rate Markets

In the latest episode of the German Eco global research podcast, the focus is on the European rate market amidst a busy week with the US election...

At Any Rate

Global FX: Surveying the FX landscape ahead of the US election

Key points from the discussion include election week strategies, potential outcomes on the dollar, analysis of currency pricing, impact of the UK...

At Any Rate

Weekly CFTC Sentiment Report - Speculative Sentiment Turns USD Bullish

Market sentiment continues to shift in favour of the USD, according to the latest Commitments of Traders data from the CFTC for the week through...

Scotiabank

Monthly FX Outlook – September 2024

The US dollar (USD) has underperformed in the third quarter, reflecting a constellation of factors that have shaken up currency trading and...

Scotiabank

Weekly CFTC Sentiment Report - Speculative Sentiment Turns Near Flat on USD

This shift leaves the overall Non-Commercial aggregate short position on the USD at just USD1.4bn, the smallest since late August.

Scotiabank

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