Patrick Locke

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.

James Nelligan, a senior FX strategist, Anezka Christovova, an emerging-markets expert, and Patrick Locke, a macro strategist, dive into the shifting landscape of global currencies for 2026. They explore the bearish outlook on the dollar, opportunities in high-yield currencies like those in emerging markets, and the impact of commodity prices on different regions. Discussion highlights include Sweden's robust growth, Canada’s bearish outlook due to job softness, and the tactical plays for sterling and the euro in a procyclical environment.

Patrick Locke, JPMorgan senior strategist on U.S. macro and geopolitics. Junya Tanase, JPMorgan specialist in Japanese markets and yen dynamics. James Nelligan, JPMorgan strategist on equity-FX interactions. They probe dollar downside odds, yen and JGB disconnect, sector rotation versus growth, PMI and cyclical data risks, Fed minutes implications, and geopolitics-driven market shocks.

James Nelligan, J.P. Morgan FX analyst on European and Scandi currencies, and Patrick Locke, J.P. Morgan FX analyst focused on dollar dynamics, discuss limits to dollar weakness. They cover why US equity underperformance can be dollar-negative, surprising payrolls reactions, yen moves after Japan’s vote, Scandi and sterling strength, Swiss franc flows, and signals from a firmer US Treasury FX stance.

Patrick Locke, a Global FX Strategy analyst at J.P. Morgan, dives into U.S. data impacts on FX and interest rates, revealing insights on payrolls and CPI. Junya Tanase, specializing in Japan Markets Research, discusses the recent BOJ policy changes and their effects on the yen. Octavia Popescu shares valuable takeaways from European central banks, noting the nuances of BOE and Nordisk Bank decisions. The conversation touches on dollar dynamics, regional currency drivers, and future projections that will keep you on the edge of your seat.