Patrick Locke

Join Arindam Sandilya, an expert in Asian FX flows, as he unpacks regional policy preferences and the seasonal strength of CNY. Antonin Delair, an FX macro-quant strategist, discusses the impact of quieter central bank activity on market signals and factor performance. Patrick Locke tackles US trade policies, tariffs, and their implications for the FX landscape, particularly in relation to Canada. Expect insights on the interplay between currencies and global economic dynamics.

Patrick Locke, a Global FX Strategy analyst at J.P. Morgan, dives into U.S. data impacts on FX and interest rates, revealing insights on payrolls and CPI. Junya Tanase, specializing in Japan Markets Research, discusses the recent BOJ policy changes and their effects on the yen. Octavia Popescu shares valuable takeaways from European central banks, noting the nuances of BOE and Nordisk Bank decisions. The conversation touches on dollar dynamics, regional currency drivers, and future projections that will keep you on the edge of your seat.

Join Patrick Locke, a Senior Macro FX Strategist at JPMorgan, and Junya Tanase, Head of Japan FX Research, as they unpack recent developments in global currencies. They analyze the hawkish Fed's surprising remarks and their implications for the dollar. Junya sheds light on the unexpected dovish stance of the Bank of Japan and the potential risks for the yen. They also discuss the revised USD/JPY forecast and the influence of recent political events in Asia on FX markets. It's a fascinating dive into the ever-changing world of foreign exchange!

Patrick Locke, a Senior FX strategist at JPMorgan, and James Nelligan, also a Senior FX strategist from London, discuss the aftermath of DM central bank Superweek. Locke dives into the Fed's dovish tone and its effects on currency trends, exploring pro-cyclical FX and opportunities in emerging markets. Nelligan analyzes the hawkish stance of Norges Bank and the fiscal challenges facing the UK, shedding light on how these factors influence European currency fair value and upcoming shifts in the SNB and Riksbank.

James Nelligan, a senior FX strategist, Anezka Christovova, an emerging-markets expert, and Patrick Locke, a macro strategist, dive into the shifting landscape of global currencies for 2026. They explore the bearish outlook on the dollar, opportunities in high-yield currencies like those in emerging markets, and the impact of commodity prices on different regions. Discussion highlights include Sweden's robust growth, Canada’s bearish outlook due to job softness, and the tactical plays for sterling and the euro in a procyclical environment.