Meera Chandan and Ben Shatil from FX strategy discuss recent drivers of USD/JPY and make the case for a still-bullish stance in the pair. The overall outlook for FX markets is also discussed, with the main themes being higher US yields, softer euro bloc growth and higher commodity prices.
This podcast was recorded on 30th March 2022
This podcast was recorded on date.
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4043674-0 and www.jpmm.com/research/content/GPS-4047356-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.
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