EM strategists Jonny Goulden & Saad Siddiqui discuss EM markets, US elections impact, global economic trends, EMEA-EM vs Latin America market performance, relief rally, debt restructuring, bond offerings, and Sri Lanka's agreement

Global FX experts discuss Japan intervention impact on yen, CPI & payrolls on dollar, and European data implications on EUR, GBP, and Scandi FX. Analysis includes GPIF asset changes, US economic indicators, European data influence, and global currency trends.

EM strategists Jonny Goulden & Saad Siddiqui discuss the impact of US elections on EM markets, comparing EMEA and Latin America performance, debt restructuring insights, and complex bond negotiations in Sri Lanka.

Head of Global Commodities Research, Natasha Kaneva, discusses the 1.0 mbd oil deficit in 3Q, with a huge 2.4 mbd draw in crude. The podcast explores the dichotomy in oil balances, the impact on price trends, refining activities, and China's strategic stockpiling.

JPMorgan's US Rates strategists discuss Fed policy, inflation, and labor markets impact on interest rates. They analyze Federal Reserve's balance sheet normalization, treasury market dynamics, regulatory changes, and the upcoming presidential election's influence on the market outlook.

Natasha Kaneva, Head of Global Commodities Research, discusses China's record-high commodity imports despite economic challenges, highlighting the nation's reliance on foreign resources. She explores China's strategies for securing commodities through domestic development, overseas partnerships, and strategic stockpiles as its imports continue to grow.

Global rates and economics experts Francis Diamond, Raphael Brun-Aguerre, and Aditya Chordia discuss the French election's first round impact on markets, potential outcomes for the second round, implications for European fixed income markets, and a brief look at the upcoming UK general election.

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.

Arindam Sandilya, Lorenzo Ravagli, Ladislav Jankovic, and Juan Duran-Vara discuss FX Derivatives outlook for H2 2024, including forex market volatility, US elections pricing, Euro risk premium, Yen movements, and defensive relative value strategies.

The podcast discusses the projected rise in oil prices, expecting Brent oil to reach $90 by August/September due to global demand outpacing supply. It analyzes factors like peak refinery demand, low OPEC exports, and the lack of closure in speculative investor short base, leaving room for financial demand recovery.