Anezka Christovova

James Nelligan, a Senior FX strategist at JPMorgan, and Anezka Christovova, Head of EMEA and Latam Local Markets Strategy, dive into the future of the US dollar and the factors behind its potential decline. They discuss key geopolitical events affecting currency markets and analyze the implications of a possible ceasefire in the Russia-Ukraine conflict. The conversation also covers the dynamics of GBP amid UK economic challenges and the effects of Scandi central bank policies. With insights on emerging markets, it’s a deep exploration of currency strategy amidst global uncertainty.

Anezka Christovova, a key member of JPMorgan's Emerging Market Fixed Income Strategy team, shares her insights on the current dynamics in emerging markets. She discusses the impacts of recent U.S. economic data and geopolitical tensions, including the Russia-Ukraine conflict, on market risks. Christovova highlights the importance of understanding local conditions while navigating investment strategies in emerging market currencies. Additionally, she examines trends in credit spreads and the implications of Federal Reserve cuts for local bonds.