Global FX: The beginning of the end?

About this episode

Arindam Sandilya and James Nelligan discuss the implications of the US-Iran ceasefire on FX markets.

Arindam Sandilya and James Nelligan discuss FX markets in the aftermath of US - Iran ceasefire. This podcast was recorded on 10 April 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5258865-0 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, James Nelligan

Topics covered

• FX markets
• US-Iran ceasefire

Keywords

• foreign exchange
• market analysis
• ceasefire impact

Mentioned in this episode

Places: US, Iran

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