Global FX: Dollar oscillates; more fiscal cla...

In our last FX podcast of the year, we discuss the main questions and highlights from our year-ahead outlook meetings as well as take-aways from DM central bank meetings and US data releases. Speakers Meera Chandan, Global FX Strategy Patrick Locke, Global FX Strategy Junya Tanas ...  عرض المزيد

US Rates Strategists Teresa Ho, Ipek Ozil, and Phoebe White discuss the implications of the delayed economic data, Fed chair selection process, and the Fed’s newly announced Reserve Management Purchases. Speakers Teresa Ho Gentile (U308601) Head of US Short Duration Strategy Phoe ...  عرض المزيد

The combination of resurgent consumer spending and persistently sticky inflation near 3% is challenging consensus calls for Goldilocks. Next week’s flash PMIs will be the first data prints post US election, and we will be closely watching the vibe expressed ...

The JPMorgan conference delivered a consensus around a Goldilocks macro scenario even as participants say US election outcomes look like a coin-toss. The risks of a blue versus red wave, and versus divided government lead to varied outcomes on growth, inflation, and the Fed. A ...

In this episode we hear from Ralph Sueppel, Managing Director at Macrosynergy, a London-based macroeconomic research and technology company that co-developed the J.P. Morgan Macrosynergy Quantamental System (“JPMaQS”): a data and analytics  product harnessing macroeconomic qua ...

US earnings season got started with some strong results from big banks, but markets have also been focused on emerging risks for some regional banks, says Deepak Puri, the Private Bank’s Chief Investment Officer for the Americas. “There have been two big delinquencies in recent d ...  عرض المزيد