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Global FX and Commodities: Everything Everywhere All at once

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Manage episode 442367336 series 3258518
Content provided by J.P. Morgan Global Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J.P. Morgan Global Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Is China’s policy blitz a game-changer for commodities and FX? We discuss the read-through. Maintain bearish oil and bullish copper forecasts. On paper, this should be the valley of the dollar smile but upcoming US election makes this an uncomfortable proposition. SNB didn’t push back on CHF strength, which is a green light for more appreciation.

Speakers:
Meera Chandan, Global FX Strategy
Arindam Sandilya, Global FX Strategy
Tracey Allen, Global Commodities Research
Greg Shearer, Global Commodities Research
James Nelligan, Global FX Strategy

This podcast was recorded on September 27, 2024.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4803864-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved.

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116 episodes

Artwork
iconShare
 
Manage episode 442367336 series 3258518
Content provided by J.P. Morgan Global Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J.P. Morgan Global Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Is China’s policy blitz a game-changer for commodities and FX? We discuss the read-through. Maintain bearish oil and bullish copper forecasts. On paper, this should be the valley of the dollar smile but upcoming US election makes this an uncomfortable proposition. SNB didn’t push back on CHF strength, which is a green light for more appreciation.

Speakers:
Meera Chandan, Global FX Strategy
Arindam Sandilya, Global FX Strategy
Tracey Allen, Global Commodities Research
Greg Shearer, Global Commodities Research
James Nelligan, Global FX Strategy

This podcast was recorded on September 27, 2024.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4803864-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved.

  continue reading

116 episodes

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