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JP Morgan favour short CAD long JPY

  • March 12, 2025
  • -FCHFX

March 12, 2025 at 09:04PM

J.P. Morgan is recalibrating its trade portfolio in response to evolving macroeconomic conditions, citing a moderation in U.S. economic exceptionalism, renewed tariff uncertainty, and lingering optimism over European reflation.

tactically unwinding its residual long USD exposure

initiating a short USD/JPY position in cash, paired with a short NZD/JPY basket

says US economic data continues to align more closely with the rest of the world

says visibility on US trade policy remains limited

Short CAD/JPY remains a favored strategy to capture both themes, reflecting the direct tariff risks facing Canada and the Canadian dollar’s historical sensitivity to U.S. dollar dynamics

neutralizing its EUR/USD short and rotating into an EUR/JPY put spread

adjusting its short EUR/SEK exposure by shifting from a cash position to a put spread

This article was written by Eamonn Sheridan at www.forexlive.com.

JP Morgan favour short CAD long JPY
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