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US Rates: Life, Liberty, and the pursuit of hawkishness
jpm-at-any-rate·J.P. Morgan Rates strategists Jay Barry and Liam Wash discuss the current rates outlook, risks to the view, and what we can glean from past episodes of Fed mid-cycle hiking campaigns. Speakers Jay Barry - Head of Global Rates Strategy Liam Wash – US Rates Strategi This podcast wa
Trade Zone - Expect more elbows, fewer handshakes, as CUSMA talks heat up
gmail-imap·RBC Royal Bank https://click.website.rbc.com/?qs=ABB7InYiOjEsImQiOjQ5MTl9AAQAAAAAAMJ6P4joVDueHPdNmYxdnXNPpqC0T-Yo6aIOk8AkbBj9mMZjdDWSP-8ik9m3dQs77kdpjzzl2bGpft8ovbC4BBlw17mbF5eS View Online
EM Fixed Income: Mid-year outlook, amid a moving target backdrop
jpm-at-any-rate·Anezka Christovova, Ben Ramsey and Tania Escobedo discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 26 June 2026. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not
Global FX: Mid-Year Outlook pushbacks, payrolls, CNY, GBP
jpm-at-any-rate·This week, our Global FX Strategists respond to clients’ FAQs following mid-year outlook discussions. We also preview next week’s payrolls print for the dollar, and reflect on recent developments in CNY, GBP & CHF. Speakers Meera Chandan, Global FX Strategy Arindam Sandilya, Glob
How much further can the USD strengthen?
mufg-emea·Lee Hardman, Senior Currency Analyst, and Henry Cook, Senior Economist, discuss what has been driving FX markets recently including UK political risk and diverging monetary policy expectations between Europe and the US. Will the USD continue to strengthen?
Italian confidence data sends mixed signals in June
ing-think·Older quick take Quick take 12:54 Italy Italian confidence data sends mixed signals in June Data mostly collected before the signing of the US-Iran deal still point to consumer vulnerability and mixed improvements among businesses. A clear slowdown in GDP growth in the second qua
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