This week, our Global FX Strategists discuss whether the hawkish Fed surprise changes the outlook for the dollar, how we’re thinking about USD/JPY forecasts after a dovish BoJ meeting, and whether recent political events in Asia moves the needle for G10 & EM FX.
Speakers
Arindam Sandilya, Global FX Strategy
Patrick Locke, Global FX Strategy
Junya Tanase, Japan Markets Research
This podcast was recorded on 31 October 2025.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5121407-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
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