At Any Rate

This week, our Global FX Strategists Meera Chandan, Pat Locke, Anezka Christovova & James Nelligan discuss the implications for the dollar from the latest US data, including firmer inflation, as well as other upcoming US policy developments. They also address the outlook for EM currencies amid a more uncertain growth backdrop, against still-constructive views across CHF, GBP & NOK in G10.  

Speakers
Meera Chandan, Global FX Strategy
Patrick Locke, Global FX Strategy
Anezka Christovova, Head of EMEA EM Local Markets Strategy
James Nelligan, Global FX Strategy

This podcast was recorded on 16 October 2026.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5491590-0 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.

The situation in the Strait of Hormuz is not exclusively affecting the energy side of commodity markets. Namely, agricultural commodities are becoming a point of convergence for high freight rates, fuel costs and disrupted logistics. Today, we run you through these cost effects, as well as update you on our base metals outlook in the run up to LME Week

 

Speakers: 

Greg Shearer, Head of Base and Precious Metals Research

Tracey Allen, Head of Agricultural Commodities

 

This podcast was recorded on October 16, 2026.

 

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5484291-0, and https://www.jpmm.com/research/content/GPS-5471085-0 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.

In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss Euro area sovereign spreads, volatility and thoughts on UK rates into the budget.

 

This podcast was recorded on 16 October 2026.

This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-5479010-0, https://www.jpmm.com/research/content/GPS-5491059-0, https://www.jpmm.com/research/content/GPS-5488890-0, 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.

Anezka Christovova, Ben Ramsey and Gisela Brant discuss the latest market developments and their impacts for the EM fixed income asset class.

This podcast was recorded on 16th October 2026.

This communication is provided for information purposes only. 

© 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.

In this podcast, Harry Downie and Abiel Reinhart discuss the latest US CPI print and implications for rates markets

 

Speakers: 

Abiel Reinhart - US Economic Research

Harry Downie – US Rates Strategy

 

This podcast was recorded on October 14, 2026.

 

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5489279-0 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.