
About this episode
This week, our Global FX Strategists unpack the fallout from the FOMC for the dollar, as well as implications from another round of Japan FX intervention against a BoJ hold. We also look at AUD’s reaction to recent local data and implications from the BoE meeting for GBP.
Speakers:
Patrick Locke, Global FX Strategy
Junya Tanase, Global FX Strategy
Ben Jarman, Global Economics, Rates & FX Strategy
Kunj Padh, Global FX Strategy
This communication is provided for information purposes only. Institutional clients can view the related report at
https://www.jpmm.com/research/content/GPS-5388109-0, https://www.jpmm.com/research/content/GPS-5390436-0
for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
© 2026 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.
Get every episode summarized
Each time At Any Rate publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from At Any Rate

US Rates: And you’re not gonna reach my telephone
At Any Rate

Global FX: Post-CPI and pre-Fed FX round up
At Any Rate

Global Rates: Dissecting the sell-off in European rates, next week’s BoE meeting
At Any Rate

EM Fixed Income: Battle tested, but shields still up
At Any Rate