At Any Rate

Global FX: What to expect when you are expecting tariffs (again)

Mar 21, 2025
Patrick Locke, an FX strategy analyst at J.P. Morgan, and James Nelligan, an expert on European FX markets, delve into the upcoming tariff announcements and their implications for currency markets. They explore how dollar trends and geopolitical tensions influence investor concerns. The discussion highlights the intricate relationship between tariffs and central bank decisions, particularly in Europe, along with a look at the impact on specific companies like Stocky and Nokia amidst inflation uncertainties. Their insights offer a nuanced view of the FX landscape.
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