Guests Meera Chandan, Arindam Sandilya, Junya Tanase, Antonin Delair, James Nelligan, and Patrick Locke discuss USD strength, yield compression, US elections, and policy RV as main macro FX themes for 2H. They analyze Chinese Yuan outlook, strong dollar impact on Japanese Yen, macro FX themes, geopolitical risks, and FX volatility.

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 and Patrick Locke analyze US inflation and FOMC implications on FX markets, discuss dollar vol shocks, US economic data effect on interest rates, Euro dollar price action, and impact of yield compression on global FX carry trades for potential currency returns.

Meera Chandan, a Global FX Strategy expert, and Jay Barry, specializing in Fixed Income Strategy, dive into the recent turmoil in the US employment data and its ramifications on interest rates. They unpack the wild market reactions driven by labor market indicators and dissect the Federal Reserve's potential easing. The duo also examines the current dynamics of the U.S. Treasury market, discussing the steepening yield curve and shifts in currency strategies amid economic uncertainties.

Meera Chandan, a global FX strategist, and Patrick Locke, also a strategist in the foreign exchange markets, dive into the recent dynamics affecting the US dollar. They discuss the decline of the dollar linked to shifting interest rates and yield compression. The duo analyzes currency trading intricacies, focusing on the euro-dollar relationship and cautioning against euro overvaluation. They also explore how recent US inflation trends and disinflationary progress could shape future currency rates leading up to the important Jackson Hole meeting.