Ladislav Jankovic

Octavia Popescu, a London-based Global FX strategist specializing in European currencies, and Ladislav Jankovic, an expert in FX volatility and options markets, dive into the recent global rates move and its effects on the dollar. They discuss the implications of the Fed's dovish stance and the surprising dynamics of Canada's payrolls. Octavia explains Sweden's and Switzerland's currency movements, while Ladislav sheds light on event-risk pricing and hedging strategies as they brace for significant upcoming US data and central bank meetings.

Ladislav Jankovic, a Global FX strategist at J.P. Morgan, shares insights on the subdued FX volatility outlook for 2026, driven by resilient US growth. Juan Duran-Vara discusses the benefits of option-based carry trades and the expected stability in dollar correlations. Sanjana Shinde dives into event-driven volatility, analyzing key elections and defensive hedging strategies to protect portfolios. The trio explores compelling themes like European growth and cross-asset plays, making for a captivating and informative discussion.

Antonin Delair, a systematic FX strategist who specializes in carry and signal-based trades, and Ladislav Jankovic, an FX volatility strategist, discuss FX impacts from inflation, yield dispersion, momentum signals, and elevated volatility tied to geopolitical noise. They cover carry basket behavior, real versus nominal carry, dollar-centric vol dynamics, skew and cross-vol pockets, and thematic strategy performance.