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Arindam Sandilya, Junya Tanase, and James Nelligan discuss the FX outlook amid cross-currents of wavering tariff risk premium in the USD, European peace optimism and sharp moves in the JPY.

Speakers: Arindam Sandilya, Global FX Strategy Junya Tanase, Global FX Strategy James Nelligan, Global FX Strategy

This podcast was recorded on 21 February 2025.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4915483-0 for more i

Global FX: Fed, not trade, is weighing on the dollar

At Any Rate