Global FX: Mid-Year Outlook - Tell me something new

The DM and EM FX strategy team discuss the new themes for currencies heading into 2H25. 

 

Speakers:
Meera Chandan, Global FX Strategy
Arindam Sandilya, Global FX Strategy
Patrick Locke, Global FX Strategy
James Nelligan, Global FX Strategy
Antonin T Delair, Global FX Strategy
Ben Jarman, Global Economics, Rates & FX Strategy
Junya Tanase, Global FX Strategy
Anezka Christovova, Emerging Markets
Octavia Popescu, Global FX Strategy
Kunj J Padh, Global FX Strategy
Ikue Saito, Global FX Strategy

 

This podcast was recorded on 27 June 2025.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5018024-0, https://www.jpmm.com/research/content/GPS-4996209-0, 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.