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>Recent washout in EMFX carry trades</li><li>Currency volume may increase as global growth remains firm and interest rates change</li><li>US elections event risk pricing may see heightened sensitivity and volatility as election day approaches</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Recent washout in EMFX carry tradesCurrency volume may increase as global growth remains firm and interest rates changeUS elections event risk pricing may see heightened sensitivity and volatility as election day approachesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: FX Volatility Bumpy, but Capped in H2

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Macroeconomics

<ul><li>Welcome to our weekly EM Watch, with a particular focus on China and metals.</li><li>Allow me to reflect on how the Chinese and Japanese investment cases look from the outside and how Western investors perceive the current rhetoric around the suffering local currencies in the region.</li><li>The CNY once again “slow burns” versus the USD this week and we are approaching the 7.30 handle, which has typically been the line in the sand for the PBoC in China.</li></ul>

Welcome to our weekly EM Watch, with a particular focus on China and metals.Allow me to reflect on how the Chinese and Japanese investment cases look from the outside and how Western investors perceive the current rhetoric around the suffering local currencies in the region.The CNY once again “slow burns” versus the USD this week and we are approaching the 7.30 handle, which has typically been the line in the sand for the PBoC in China.

EM Watch: Western investors are tired of China and Japan “crying wolf”

<ul><li>Hello everyone, and welcome back to our weekly positioning watch.</li><li>Our newly invented high-frequency hedge fund positioning data was well received, and we’re working on expanding it to more assets on a running basis.</li><li>It’s worth revisiting the points we raised about concentration in broader equity indices.</li></ul>

Hello everyone, and welcome back to our weekly positioning watch.Our newly invented high-frequency hedge fund positioning data was well received, and we’re working on expanding it to more assets on a running basis.It’s worth revisiting the points we raised about concentration in broader equity indices.

Positioning Watch – Increasing the BETA risk?

External broker reports(aggregated public sources), Mizuho

Mizuho

External broker reports(aggregated public sources)

Mizuho Bank is a leading global bank with one of the largest customer bases in Japan, and an extensive international network covering financial and business centers around the world. 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>The dollar/yen pair opened the month trading at 157.70 yen.</li><li>It then hit a monthly high of 157.99 yen, though it subsequently fell to the lower-157 yen mark on the dovish FOMC meeting.</li><li>The pair then plummeted to the lower153 yen level during the early hours of May 2 on what appeared to be an intervention by the Japanese authorities.</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 dollar/yen pair opened the month trading at 157.70 yen.It then hit a monthly high of 157.99 yen, though it subsequently fell to the lower-157 yen mark on the dovish FOMC meeting.The pair then plummeted to the lower153 yen level during the early hours of May 2 on what appeared to be an intervention by the Japanese authorities.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>Welcome to our concise weekly overview of key events, expectations, and positioning strategies.</li><li>This week, we focus on the Federal Reserve meeting, US inflation data, and the crucial Bank of Japan meeting.</li><li>As usual, the most crucial forward-looking inflation evidence is found in the NFIB report released ahead of the CPI report.</li></ul>

Welcome to our concise weekly overview of key events, expectations, and positioning strategies.This week, we focus on the Federal Reserve meeting, US inflation data, and the crucial Bank of Japan meeting.As usual, the most crucial forward-looking inflation evidence is found in the NFIB report released ahead of the CPI report.

The Week at A Glance: Everything you need to know ahead of the FOMC and CPI

Japan

The Japanese yen is the official currency of Japan. 

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JPY (USDJPY CURNCY)

Global FX: FX Volatility Bumpy, but Capped in H2

The recent washout in EMFX carry trades, low FX volume compared to other indicators, firm global growth and broad PMI strength, the world being...

At Any Rate

EM Watch: Western investors are tired of China and Japan “crying wolf”

Welcome to our weekly EM Watch, with a particular focus on China and metals. I used to travel to China and Japan a lot, but I haven’t visited the...

Steno Research

Positioning Watch – Increasing the BETA risk?

Hello everyone, and welcome back to our weekly positioning watch. Our newly invented high-frequency hedge fund positioning data was well received,...

Steno Research

Mizuho Dealer's Eye (June, 2024)

The dollar/yen pair opened the month trading at 157.70 yen. It then hit a monthly high of 157.99 yen, though it subsequently fell to the lower-157...

Mizuho

The Week at A Glance: Everything you need to know ahead of the FOMC and CPI

Welcome to our concise weekly overview of key events, expectations, and positioning strategies. This week, we focus on the Federal Reserve...

Steno Research

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52-week Range

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