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Global FX: Bearish USD vs. EM FX risk appetite index, G10 cyclicals and the Fed
Episode 681

Global FX: Bearish USD vs. EM FX risk appetite index, G10 cyclicals and the Fed

At Any Rate

January 23, 202622m 53s

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Show Notes

Macro signals are highly procyclical but technical signals turn cautious – we debate what matters more. Plus USD/CNY breaks 7.0, Scandis break higher, spotlight on the Fed.

 

Speakers

Meera Chandan Global FX Strategy,

Arindam Sandilya Global FX Strategy,

Anezka Christovova Head of EMEA EM Local Markets Strategy,

James Nelligan Global FX Strategy,

Patrick Locke Global FX Strategy

 

This podcast was recorded on 23 January 2026.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5182236-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

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