Global FX: Bullish Beta, Bullish Dollar

We discuss our mid-year FX outlook in a rare long-format presentation.   Speakers Meera Chandan, Global FX StrategyArindam Sandilya, Global FX StrategyJunya Tanase, Global FX StrategyIkue Saito, Japan Markets ResearchBen Jarman, Global Economics, Rates & FX StrategyJames Nelligan, Global FX StrategyOctavia Popescu, Global FX StrategyAnezka Christovova, Head of EMEA EM Local Markets StrategyAntonin Delair, Global FX StrategyKunj Padh, Global FX StrategyPatrick Locke, Global FX Strategy This podcast was recorded on 18 June 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5329700-0 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.