At Any Rate

Global FX & Equities: Dollar/ equity linkages and the upcoming tariff announcement

Jan 31, 2025
Prabhav Bhadani, a Senior Equity Strategist at J.P. Morgan, provides insight into the current state of US equity markets from London. He explores the potential volatility in US equities amid global challenges and the implications for the dollar. A key focus is the impact of upcoming tariff announcements, particularly concerning trade negotiations with China. The discussion delves into how these tariffs may affect currency dynamics and investor behavior, shaping the landscape for both domestic and international markets.
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