Recurring series

G10 FX Daily Report

Finvaulta tracks 41 editions of G10 FX Daily Report from J.P. Morgan, published between May 11, 2026 and July 15, 2026. Each edition is summarized on its own page.

Latest edition · July 15, 2026

JPM G10 FX

The report highlights volatility in G10 currencies following a softer-than-expected US CPI print and ongoing geopolitical uncertainty. Traders are balancing potential Fed rate-hike pauses against hawkish messaging from policymakers.

J.P. Morgan's daily FX update analyzes the reaction to soft US CPI data, which initially weakened the dollar before being tempered by hawkish testimony from Warsh. Key themes include the impact of Middle Eastern geopolitical tensions on oil-sensitive currencies like NOK and CAD, and the shifting political landscape in the UK affecting Gilt markets. The author maintains a cautious stance on USD and suggests specific tactical positioning in crosses like AUDNZD and EURNOK.

Read the latest edition in full

Key takeaways from the latest edition

1.Soft US CPI data has spurred market optimism regarding potential rate cuts, though Fed officials (Warsh) remain hawkish on inflation.
2.Geopolitical tensions in the Middle East and energy infrastructure attacks continue to support oil prices, impacting CAD and NOK.

What this series covers

Edition archive

Series at a glance

Editions tracked: 41
First edition: May 11, 2026
Latest edition: July 15, 2026

All J.P. Morgan research

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