James Nelligan

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.

Patrick Locke, an FX strategy analyst at J.P. Morgan, and James Nelligan, an expert on European FX markets, delve into the upcoming tariff announcements and their implications for currency markets. They explore how dollar trends and geopolitical tensions influence investor concerns. The discussion highlights the intricate relationship between tariffs and central bank decisions, particularly in Europe, along with a look at the impact on specific companies like Stocky and Nokia amidst inflation uncertainties. Their insights offer a nuanced view of the FX landscape.

James Nelligan, a Global FX Strategist at J.P. Morgan, joins fellow experts Arindam Sandilya and Junya Tanase to navigate the complexities of foreign exchange dynamics. They delve into how shifting tariff risks are impacting the dollar and the promising outperformance of European equities. Nelligan discusses the surprising strength of the yen despite economic hurdles, while also predicting the implications of upcoming German elections on currency markets. The interplay of Chinese equities with regional currencies adds another layer to this intriguing analysis.

This discussion features Junya Tanase, a Global FX Strategy Analyst at J.P. Morgan, known for his insights on the Bank of Japan's monetary policy, and James Nelligan, who specializes in the British pound and Norges Bank analysis. They delve into the FX outlook as the U.S. Presidential inauguration approaches, examining the potential dollar fluctuations and tariff impacts. Junya anticipates a rate hike from the BOJ, while James evaluates the struggles of the British pound amidst economic challenges and trade tensions affecting the UK and Norway.

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.