EPISODE · Apr 2, 2026 · 16 MIN
Global FX: Wary of complacency in FX
from At Any Rate · host J.P. Morgan Global Research
We run through the state of current macro markets as this week’s geopolitics has unfolded, detailing our view about potentially complacent FX markets in the face of cyclical risks. Our cross asset strategy colleague Jainik Mody also joins to discuss risks for EM equities. Speakers: James Nelligan Jainik Mody, CFA This podcast was recorded on 02 April 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5245935-0, 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.
What this episode covers
We run through the state of current macro markets as this week’s geopolitics has unfolded, detailing our view about potentially complacent FX markets in the face of cyclical risks. Our cross asset strategy colleague Jainik Mody also joins to discuss risks for EM equities. Speakers: James Nelligan Jainik Mody, CFA This podcast was recorded on 02 April 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5245935-0, 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.
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Global FX: Wary of complacency in FX
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