Guests Meera Chandan, Arindam Sandilya, Junya Tanase, Antonin Delair, James Nelligan, and Patrick Locke discuss USD strength, yield compression, US elections, and policy RV as main macro FX themes for 2H. They analyze Chinese Yuan outlook, strong dollar impact on Japanese Yen, macro FX themes, geopolitical risks, and FX volatility.

Arindam Sandilya, Lorenzo Ravagli, Ladislav Jankovic, and Juan Duran-Vara discuss FX Derivatives outlook for H2 2024, including forex market volatility, US elections pricing, Euro risk premium, Yen movements, and defensive relative value strategies.

Arindam Sandilya and Patrick Locke are Global FX strategy experts, while Ben Shatil focuses on Economic & Policy research. They delve into the yen's recent rise and its implications for upcoming BOJ and Fed meetings. The conversation highlights contrasting views on potential rate hikes, exploring their expected impact on the yen’s value. Geopolitical influences and market dynamics, including retail flows and political events, shape the discussion. As they navigate economic uncertainty, they also consider how Fed decisions may further affect global currencies.

Arindam Sandilya, a global FX strategy expert, joins interest rate strategist Ben Jarman and FX specialist James Nelligan to dive into the intricate relationships between central bank easing cycles and currency values. They unravel the complexities of the dollar's strength against recent economic shifts. The discussion highlights the Reserve Bank of New Zealand's unexpected rate cut and its implications, while also analyzing the dynamics of the Australian dollar amidst global challenges and weak data from China.

Join Arindam Sandilya and James Nelligan, both Global FX Strategists at J.P. Morgan, as they delve into the future of the foreign exchange markets. They discuss the U.S. dollar's potential impact from trade issues and elections, while examining the Chinese Yuan's influence on Asia's economy. The forecast for 2025 highlights expected dollar strength and FX volatility. Arindam preps listeners on the complexities facing the Australian and New Zealand dollars, while James unpacks the resilience of Swiss and Scandinavian currencies amid shifting monetary policies.