The Brilliant World of FX (Episode 2): Who’s afraid of the UK Budget?
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The Brilliant World of FX is a new series by Deutsche Bank’s FX research team where they actively debate the global macro and currency outlook. In this second episode, George Saravelos (Global Head of FX Research) moderates a discussion between Sanjay Raja (Chief UK Economist and
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The J.P. Morgan FX team posits a nuanced outlook on the USD and JPY while examining the prospects for cyclical low-yielders. As discussed in their recent podcast on August 14, 2026, the team highlights the USD's resilience amid changing macroeconomic conditions, particularly with regard to Federal Reserve policy adjustments. With inflation pressures moderating and growth projections stabilizing, J.P. Morgan indicates a potential strengthening of the USD in the near term. The market is paying close attention to the interplay between these currencies, especially as central bank policies potentially shift. Per the full note [source], their assessment relies on a tracking of employment figures and inflation rates, suggesting key levels for traders to monitor.