Global FX, Rates and Economics: Post-ECB and pre-trade deal thoughts

In J.P. Morgan's "At Any Rate" podcast, Meera Chandan and a panel of experts, including Greg Fuzesi, Khagendra Gupta, and Aditya Chordia, discuss European economies and rates markets. The podcast focuses on takeaways from the ECB meeting and the potential impact of ongoing US-EU tariff negotiations. The speakers analyze various tariff scenarios and their effects on growth, inflation, and currency valuations. They also delve into market moves, money market yields, and the outlook for German bonds, providing insights into investment strategies and potential market impacts based on upcoming economic events and data releases.