Global FX: Debate Corner
About this episode
The Global FX team debates the outlook for USD, yen, and cyclical low-yielders.
The Global FX team debates multiple issues: the outlook for USD, yen, as well as the fate of cyclical low-yielders. SpeakersMeera Chandan, Global FX StrategyArindam Sandilya, Global FX Strategy Patrick Locke, Global FX Strategy James Nelligan, Global FX Strategy Octavia Popescu, Global FX Strategy This podcast was recorded on 14 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-5405224-0 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.
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
- At Any Rate - Global FX: Debate Corner 2.0
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