Patrick Locke

In this insightful discussion, Arindam Sandilya, Co-head of FX Strategy at JPMorgan, shares his expertise on the evolving Asian FX market and highlights the effects of recent volatility. Patrick Locke, Global FX Strategist at JPMorgan, explores the implications of the US-UK trade deal, emphasizing its limited impact on the British pound. Together, they navigate the intricacies of currency dynamics, central bank policies, and trade negotiations, providing a captivating glimpse into the future of global currencies.

Ben Jarman, a strategist at JPMorgan based in Sydney, sheds light on Australia's pension system and its influence on FX hedge ratios. Patrick Locke, also a JPMorgan strategist, dives into Canadian pension funds and their FX hedging strategies. The discussion highlights how Australia's low FX hedge ratios affect currency flows, while Canada's approach adapts to market shifts. They also touch on European hedge ratios and the impact of UK fiscal news on sterling and US payrolls, revealing insights into international investment dynamics.

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.