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Live from the trading floor: Views on global rates, FX, and EM
Episode 348

Live from the trading floor: Views on global rates, FX, and EM

Making Sense

December 11, 202512m 17s

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Show Notes

In this episode, Brady Leventhal, head of North America FX Sales for Hedge Funds, is joined by Matthew Franklin Lyons, head of Global Rates Trading and Fixed Income Financing, and Stephen Jeffries, head of Currencies in Emerging Markets and FX Services Trading. Together, they recap highlights from J.P. Morgan’s recent 10th annual Global Macro Conference, along with key risks and opportunities for 2026 across global rates, FX and emerging markets.

 

This episode was recorded on December 8, 2025.

 

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