Meera Chandan

Meera Chandan, Co-Head of Global FX Strategy at J.P. Morgan, joins Jay Barry to dissect the latest trends in U.S. employment and its impact on economic forecasts. They dive into the Treasury's recent refunding announcement and its effect on foreign exchange markets. The conversation shifts to how Japan's finance minister's comments on U.S. Treasury holdings could affect trade dynamics. The duo also analyzes dollar fluctuations against Asian currencies and the broader implications for other currencies in this uncertain economic landscape.

Global economists and analysts from J.P. Morgan discuss the market outlook for the second half of 2024. They cover topics like global growth forecasts, equities performance, currency trends, U.S. and international rates, commodities, credit markets, and emerging markets outlook. Insights on market uncertainties, business performance, consumer challenges, and asset class analysis are explored for a comprehensive look at the mid-year market forecast.

Meera Chandan, Co-Head of FX Strategy at J.P. Morgan, dives into the transactional side of the dollar, while Saad Siddiqui analyzes dollarization trends in emerging markets. Jay Barry discusses the decreasing foreign ownership of U.S. Treasuries, revealing shifts in global investment patterns. Meanwhile, Greg Shearer highlights the structural changes in commodity transactions as de-dollarization unfolds, particularly in energy markets. These insights paint a compelling picture of the evolving role of the dollar in today's global economy.