Global FX: Bullish Beta, Bullish Dollar

We discuss our mid-year FX outlook in a rare long-format presentation.   Speakers Meera Chandan, Global FX Strategy Arindam Sandilya, Global FX Strategy Junya Tanase, Global FX Strategy Ikue Saito, Japan Markets Research Ben Jarman, Global Economics, Rates & FX Strategy James Nelligan, Global FX Strategy Octavia Popescu, Global FX Strategy Anezka Christovova, Head of EMEA EM Local Markets Strategy Antonin Delair, Global FX Strategy Kunj Padh, Global FX Strategy Patrick Locke, Global FX Strategy This podcast was recorded on 18 June 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5329700-0 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.