Episode Details

Meera Chandan, Arindam Sandilya and team debate the dollar outlook (again) following the firm employment report. Yen developments on GPIF/ BoJ are discussed, as well as latest developments on the Antipodeans.

Speakers
Meera Chandan, Global FX Strategy
Arindam Sandilya, Global FX Strategy
Patrick Locke, Global FX Strategy
Ben Jarman, Australian and New Zealand Interest Rate Strategy
Junya Tanase, Japan Markets Research
Ikue Saito, Japan Markets Research

This podcast was recorded on 04 September 2026.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5432337-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.

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