At Any Rate

Global FX: Bullish beta, bullish USD reinforced

September 18, 2026·26 min
Episode Description from the Publisher

Arindam Sandilya, Junya Tanase, Patrick Locke and Octavia Popescu discuss the FX outlook in an action packed week of consequential G4 central bank meetings.   This podcast was recorded on 18 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-5455633-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.

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