At Any Rate

• US Rates and Global FX: Ask again later

  J.P. Morgan strategists Jay Barry and Meera Chandan discuss latest developments in the Treasury and FX markets in the context of this week's employment data, trade negotiations, and Treasury's May refunding announcement. Speakers: Jay Barry, Head of Global Rates Strategy Meera Chandan, Co-Head of Global FX Strategy   This podcast was recorded on May 2, 2025.  This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-4972435-0; https://www.jpmm.com/research/content/GPS-4971315-0 and https://www.jpmm.com/research/content/GPS-4973610-0. For more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

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• Global FX: Late-week shocker jolts FX

  In this week’s At Any Rate podcast, our Global FX team addresses the large move in USD/TWD late in the week alongside implications for USD/CNY, Asia FX and global FX more broadly. We also recap recent FX-relevant macro data and central bank decisions, and look ahead to how FX might respond around central bank meetings next week.   Speakers: Arindam Sandilya, Global FX Strategy Meera Chandan, Global FX Strategy Patrick Locke, Global FX Strategy James Nelligan, Global FX Strategy   This podcast was recorded on 2 May 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4971315-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

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  19:58
• Global Commodities: Behind the curve

  Speaker:  Natasha Kaneva, Head of Global Commodities Research   The oil market seems to be pre-positioning to benefit from the tailwinds of tariff de-escalation, along with shifts towards deregulation and tax cuts. But while the recent de-escalation in trade talks has reduced the probability of a bear case, the ‘Trump put' does not extend to energy, as the administration continues to prioritize lower oil prices to manage inflation. On the demand side, markets may be underestimating the final tariff levels that the Trump administration plans to impose on US imports. On the supply side, OPEC+ will continue to face challenges due to the growth in non-OPEC supply and capacity expansion among some alliance members, especially as a significant portion of the capital expenditure for these expansions is being funded by major international oil companies. Given the diminishing price reaction to a 1 mbd supply cut—from $10 in 2023 to $8 in 2024 and $4 in 2025—and our outlook for $60 oil in 2026, increasing supply to maximize revenue might be the optimal strategy for an oil-producing country.   This podcast was recorded on 2 May 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4966066-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

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  13:07
• EM Fixed Income: Lessons learned from post Liberation Day markets

  Jonny Goulden and Saad Siddiqui discuss the latest market developments and their impacts for the EM fixed income asset class. This podcast was recorded on 01 May 2025. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

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  19:05
• Takeaways from IMF/WB Meeting

  Sajjid Chinoy, Rajiv Batra and Arindam Sandilya discuss the outlook for EM Asia macro, equity and fixed income markets in the wake of the IMF / WB meetings in Washington DC last week This podcast was recorded on Apr 28, 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.

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