Patrick Locke

James Nelligan and Patrick Locke, both Global FX Strategists at J.P. Morgan, dive into the dynamic world of foreign exchange. They discuss the dollar's volatility, influenced by recent U.S. macroeconomic data and geopolitical tensions. The duo highlights the Euro's resilience amid trade challenges and reviews upcoming central bank actions in Europe. They also explore the implications of U.S. CPI numbers on market expectations and assess how currency fluctuations could impact stock performance.

Join Patrick Locke, a J.P. Morgan analyst focused on FX outlook, and James Nelligan, who specializes in UK data, as they dive into the impact of Japan's recent elections on fiscal policies and the yen. Hear their insights on U.S. monetary policy volatility and its ripple effects on the dollar. They also tackle the UK's economic challenges and the bearish outlook for the sterling amid stagflation fears. The discussion rounds out with trends in global FX reserves, signaling potential shifts in currency dynamics.

Join Arindam Sandilya, Co-head of FX Strategy at JPMorgan, and Patrick Locke, Senior FX Strategist, as they dissect the bearish forecast for the US dollar. They delve into recent CNY fixes and tariffs, analyzing how these factors influence market expectations and the dollar's future. The conversation highlights the resilience of the Eurodollar and dynamic currency shifts across Asia, revealing how U.S. trade policy changes could impact global markets. Tune in for insights into the strategic currents shaping international finance!