About this episode

The episode discusses USD take-aways from CPI data, insights from systematic models, and key drivers in emerging markets, particularly in Latam and EMEA.

We discuss USD take-aways from the soft CPI print countered by Fed hawkishness, main take-aways from our suite of systematic models and key drivers/ views in EM with focus on Latam and EMEA. SpeakersMeera Chandan, Global FX StrategyPatrick Locke, Global FX StrategyAntonin Delair, Global FX StrategyAnezka Christovova, Head of EMEA EM Local Markets Strategy This podcast was recorded on 17 July 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5369697-0 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: Meera Chandan, Patrick Locke, Antonin Delair, Anezka Christovova

Topics covered

• USD analysis
• CPI impact
• systematic models
• emerging markets
• Latam
• EMEA

Keywords

• USD
• CPI
• systematic models
• emerging markets
• Latam
• EMEA
• Fed hawkishness

Mentioned in this episode

Organizations: J.P. Morgan

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