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>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

Macroeconomics

<ul><li>The Fed is expected to cut rates by 50 basis points on Wednesday, with additional cuts expected in November and December</li><li>There is uncertainty in the markets with regards to the size of the rate cut, with equal probabilities for a 25 or 50 basis point cut</li><li>Near term uncertainty is high, leading to bullishness on volatility in the markets</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Fed is expected to cut rates by 50 basis points on Wednesday, with additional cuts expected in November and DecemberThere is uncertainty in the markets with regards to the size of the rate cut, with equal probabilities for a 25 or 50 basis point cutNear term uncertainty is high, leading to bullishness on volatility in the marketsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>Credit spreads have traded in a tight range despite various market events</li><li>High yield spreads have tightened throughout the month</li><li>Macro factors like growth, inflation, and Fed policies are more important for credit markets than the political environment</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Credit spreads have traded in a tight range despite various market eventsHigh yield spreads have tightened throughout the monthMacro factors like growth, inflation, and Fed policies are more important for credit markets than the political environmentThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates, US Credit: Spreadbites Spreads, Politics, and the Consumer

<ul><li>The market is pricing in a 25 basis point cut in the June meeting, with additional easing expected to reach a neutral level by the first half of 2025.</li><li>The ECB is expected to remain on hold at the upcoming meeting, with the focus on their updated views on growth, inflation, and any forward guidance.</li><li>The sell-off in recent weeks has been driven by the repricing of monetary easing expectations, but the strategic over duration stance remains comfortable, particularly in the medium term.</li></ul>This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

The market is pricing in a 25 basis point cut in the June meeting, with additional easing expected to reach a neutral level by the first half of 2025.The ECB is expected to remain on hold at the upcoming meeting, with the focus on their updated views on growth, inflation, and any forward guidance.The sell-off in recent weeks has been driven by the repricing of monetary easing expectations, but the strategic over duration stance remains comfortable, particularly in the medium term.This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Global Rates: January ECB Meeting and Euro Rate Markets

United Kingdom

The British Pound Sterling is the official currency of The United Kingdom. 

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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

US Rates: Schrodinger’s Cut

Central banks around the world are cutting rates, with the Fed expected to follow suit with a 50 basis point cut, leading to market uncertainty and...

At Any Rate

Global Rates, US Credit: Spreadbites Spreads, Politics, and the Consumer

Credit spreads are trading within a tight range, unaffected by recent political events and market volatility, with macroeconomic policies and...

At Any Rate

Global Rates: January ECB Meeting and Euro Rate Markets

The ECB is expected to remain on hold at the upcoming meeting, with the focus on their updated views on growth, inflation, and any forward guidance.

At Any Rate

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