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Trade Zone: How energy markets could shape up post-Hormuz
gmail-imap·RBC Royal Bank https://click.website.rbc.com/?qs=ABB7InYiOjEsImQiOjQ5MTJ9AAQAAAAAALDPRkfc2GGDmx2NRRBuhaOgeUgi9iVgHXMbKFCVYX3T89GzdNWINyb8trbGHAEznllDGm5SMF7QsR6W2OIxdGNwFrIhwisM View Online
Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook
ubs-on-air·Join David Lefkowitz, Head of Equities Americas, each month for a look at the factors that are driving performance across US equities. We also cover risk considerations, thematic focuses, and positioning recommendations from the UBS Chief Investment Office (as outlined within the
Global FX: Bullish Beta, Bullish Dollar
jpm-at-any-rate·We discuss our mid-year FX outlook in a rare long-format presentation. Speakers Meera Chandan, Global FX Strategy Arindam Sandilya, Global FX Strategy Junya Tanase, Global FX Strategy Ikue Saito, Japan Markets Research Ben Jarman, Global Economics, Rates & FX Strategy James Nelli
Global FX: 2H Vol Outlook: Carry the Day, Vol the Tail
jpm-at-any-rate·Ladislav Jankovic, Arindam Sandilya and Sanjana Shinde discuss the outlook for FX volatility in 2H26. This podcast was recorded on 18 June 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com
FX Crosscurrents: The Impact of Global Central Bank Decisions
mufg-emea·After a busy week of central bank meetings, Derek Halpenny, Head of Research Global Markets EMEA & International Securities sits down with Nico Jan Thiesen, Global Client Sales to discuss the implications for the FX markets. The Fed meeting impact on the dollar, the BoJ impact on
Global Rates: Scandi and BoE Central Bank wrap up, UK politics (again)
jpm-at-any-rate·In this podcast, Francis Diamond and Khagendra Gupta discuss the Riskbank, Norges Bank and BoE meetings this week and also talk (again) about the latest developments in UK politics following the Makerfield by-election. This podcast was recorded on 19 June 2026. This communication
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