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At Any Rate Podcast Transcripts

J.P. Morgan Global Research · 100 episodes with transcripts

Analysts from J.P. Morgan Global Research take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Spoken has transcripts of 100 At Any Rate episodes, with the speakers named. The newest listed here is from October 16, 2026.

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Latest At Any Rate transcripts

Global FX: US policy watch, euro/ CEE bloc lagging, NOK and GBP resilience

October 16, 2026

Meera Chandan (0:03)

Hello, and welcome to JPMorgan's At Any Rate podcast. I'm Meera Chandan, Co-Head of FX Strategy at JPMorgan. Joined today by three of my colleagues, Patrick Locke, James Nelligan, and Anezka Christovova from New York and London, and London respectively. We'll have a bit of US flavor, DM, and EM flavor today.

Now, taking a step back, as clients know, we've been talking about three themes on the currency side. The first one has been centered around pro-cyclicality and carry, which obviously had a bit of a wobble.

Patrick Locke (3:33)

Yeah, sure. Thanks, Meera. So I think, look, regular listeners will recall that we were pretty bullish on the dollar August, September, but have kind of consolidated in the last couple of weeks as we started to show that data, as you suggested, was not quite as hot on some of these key tier one prints, like the last…

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