Arindam Sandilya
Global FX strategist specializing in emerging markets and macro risk, providing analysis on dollar dynamics, option markets, and oil-related spillovers.
Top 5 podcasts with Arindam Sandilya
Ranked by the Snipd community
21 snips
Nov 28, 2025 • 40min
Global FX Outlook 2026: Bearish USD, Bullish Beta
Join Arindam Sandilya, an expert in Asian FX flows, as he unpacks regional policy preferences and the seasonal strength of CNY. Antonin Delair, an FX macro-quant strategist, discusses the impact of quieter central bank activity on market signals and factor performance. Patrick Locke tackles US trade policies, tariffs, and their implications for the FX landscape, particularly in relation to Canada. Expect insights on the interplay between currencies and global economic dynamics.
10 snips
Jan 30, 2026 • 26min
Global FX and Commodities: The dollar, metals, APAC and vols
Arindam Sandilya, J.P. Morgan FX strategist on Asia and vols; Junya Tanase, yen and Japan policy specialist; Ben Jarman, Antipodean macro and FX expert; Gregory Shearer, metals researcher. They discuss rapid moves in metals and the dollar. They cover commodity-driven currency swings, AUD/NZD rallies, yen intervention risks and APAC FX policy nudges. Volatility quirks and market fragility are highlighted.
9 snips
Jan 30, 2026 • 25min
EM Fixed Income: Navigating choppier seas with a temperamental compass
Arindam Sandilya, J.P. Morgan’s EM Asia FX and country strategist, offers crisp Asia FX and country calls. Anezka Christovova, EMEA/LatAm local markets strategist, provides short-term technical signals and risk-appetite reads. They cover recent EM volatility, why EMFX turned more bullish, country-specific FX moves in Asia, tactical overbought signals, and implications for monetary policy and rates.
5 snips
Mar 20, 2026 • 18min
Global FX: Oil turns up the heat on central banks & FX
Octavia Popescu, Nordic/Swiss FX strategist with central-bank intervention expertise; James Nelligan, G10 FX strategist focused on BoE and ECB policy; Arindam Sandilya, EM FX strategist tracking dollar, options and oil spillovers. They discuss oil-driven shocks and recession risk. They explore how Iran tensions push dollar dynamics, option-market warnings versus muted spot moves, and policy reactions across BoE, ECB, Riksbank and SNB.
Jan 23, 2026 • 23min
Global FX: Bearish USD vs. EM FX risk appetite index, G10 cyclicals and the Fed
Patrick Locke, a U.S.-focused FX strategist on Fed and Canada policy; James Nelligan, a Europe FX specialist on sterling and Scandi moves; Anezka Christovova, EM technicals and risk appetite expert; Arindam Sandilya, Asia FX strategist on CNY and BOJ risks. They discuss a bearish dollar backdrop, EM risk appetite extremes, USD/CNY dropping below 7.0, Scandi and sterling rallies, and intervention risks for the yen.
