At Any Rate - Global FX: Debate Corner 2.0
About this episode
J.P. Morgan’s FX strategists discuss the outlook for the USD and other currencies following the US Treasury's bond buyback increase.
J.P. Morgan’s FX strategists discuss the outlook for the USD and other currencies in the wake of the US Treasury’s unexpected increase in long-end bond buybacks. Speakers:Arindam SandilyaMeera ChandanPatrick LockeJames Nelligan This podcast was recorded on 21 August 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS- 5416260 -0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
People in this episode
Guests: Arindam Sandilya, Meera Chandan, Patrick Locke
More episodes of At Any Rate
- EM Fixed Income: Battle tested, but shields still up
- Global FX: Dollar Debate Corner (again), Yen, RBNZ/RBA
- Global Rates: European Rate Markets – ECB meeting and European curves
- EM Fixed Income: Summer ending but the heat is still on
- Global FX: EU deep dive, US roundup, back to school themes
- US Rates: Treasury Buyback Expansion
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