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We discuss the outlook for US equity exceptionalism, it’s read-through for the dollar and the upcoming February 1st tariff announcements.

Speakers Meera Chandan, Global FX Strategy Prabhav Bhadani, Equity Strategy Arindam Sandilya, Global FX Strategy Patrick Locke, Global FX Strategy

This podcast was recorded on Jan 31, 2025.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4898169-0,

Global FX & Equities: Dollar/ equity linkages and the upcoming tariff announcement

At Any Rate