Arindam Sandilya

In this engaging discussion, Arindam Sandilya, co-head of FX strategy in Singapore, dives into the surprising decline of the USD against the Taiwanese dollar and its ripple effects on Asian currencies. He analyzes shifts in the Chinese Yuan's role in global markets and how recent tariff changes impact the US dollar among G10 currencies. Sandilya also shares insights on central bank policies, specifically the European Central Bank and Bank of England, and their implications for currency valuation. A must-listen for FX enthusiasts!

In this insightful discussion, Arindam Sandilya, Co-head of FX Strategy at JPMorgan, shares his expertise on the evolving Asian FX market and highlights the effects of recent volatility. Patrick Locke, Global FX Strategist at JPMorgan, explores the implications of the US-UK trade deal, emphasizing its limited impact on the British pound. Together, they navigate the intricacies of currency dynamics, central bank policies, and trade negotiations, providing a captivating glimpse into the future of global currencies.

Join Arindam Sandilya, Co-head of FX Strategy at JPMorgan, and Patrick Locke, Senior FX Strategist, as they dissect the bearish forecast for the US dollar. They delve into recent CNY fixes and tariffs, analyzing how these factors influence market expectations and the dollar's future. The conversation highlights the resilience of the Eurodollar and dynamic currency shifts across Asia, revealing how U.S. trade policy changes could impact global markets. Tune in for insights into the strategic currents shaping international finance!