Ben Jarman

Ben Jarman, a Global Economics, Rates & FX Strategist at J.P. Morgan, offers valuable insights on the dollar's current performance and the impact of unexpected central bank decisions on growth and inflation. He discusses New Zealand's dovish monetary policy and its effects on the Kiwi dollar. The conversation dives into dollar inflows into U.S. assets, highlighting their significance against a backdrop of declining dollar strength. Additionally, Jarman analyzes capital flows and economic indicators in the UK, revealing investor sentiment in response to fiscal changes.

Ben Jarman, a strategist at JPMorgan based in Sydney, sheds light on Australia's pension system and its influence on FX hedge ratios. Patrick Locke, also a JPMorgan strategist, dives into Canadian pension funds and their FX hedging strategies. The discussion highlights how Australia's low FX hedge ratios affect currency flows, while Canada's approach adapts to market shifts. They also touch on European hedge ratios and the impact of UK fiscal news on sterling and US payrolls, revealing insights into international investment dynamics.