James Nelligan

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.