James Nelligan

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.

Patrick Locke, a Senior FX strategist at JPMorgan, and James Nelligan, also a Senior FX strategist from London, discuss the aftermath of DM central bank Superweek. Locke dives into the Fed's dovish tone and its effects on currency trends, exploring pro-cyclical FX and opportunities in emerging markets. Nelligan analyzes the hawkish stance of Norges Bank and the fiscal challenges facing the UK, shedding light on how these factors influence European currency fair value and upcoming shifts in the SNB and Riksbank.

James Nelligan and Patrick Locke, both Global FX Strategists at J.P. Morgan, dive into the dynamic world of foreign exchange. They discuss the dollar's volatility, influenced by recent U.S. macroeconomic data and geopolitical tensions. The duo highlights the Euro's resilience amid trade challenges and reviews upcoming central bank actions in Europe. They also explore the implications of U.S. CPI numbers on market expectations and assess how currency fluctuations could impact stock performance.

Morten Lund, an expert on Scandinavian economics from J.P. Morgan, joins James Nelligan, an FX researcher, to delve into the macroeconomic landscape of Sweden and Norway. They discuss how ongoing trade wars could dampen growth in Sweden while forecasting a bright future for Norway's economy, fueled by strong consumer confidence. Expect insights on the monetary policies of Sweden's Riksbank and Norway's Norges Bank, as well as the impact of central bank strategies on currency fluctuations, particularly the NOK and SEK.

James Nelligan, a Global FX Strategist at JPMorgan, shares insights on the recent surge of the EUR/USD to 1.20. He discusses how U.S. economic trends and Europe's fiscal policies are shaping currency valuations. The conversation shifts to the UK's fiscal challenges and the impact of rising defense spending in the eurozone. Nelligan highlights the complexities of currency ratings, the strengths and weaknesses of the euro amidst market volatility, and the balance of optimism and caution in the euro's future.