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Arindam Sandilya
Senior macro/FX strategist covering Asia and US-China relations, offering pragmatic market-read commentary on event risk and policy developments.
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Jul 11, 2025
• 23min
Global FX: Keeping the bearish USD view
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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!
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