US Dollar Will Normalize Over Time: JPM's Leenart

The video discusses the impact of Fed policies on currency, highlighting the US dollar's strength and potential stabilization. It explores globalization's role in corporate strategies, emphasizing the need for businesses to manage currency risks without altering long-term plans. The challenges of managing shrinking margins and working capital are addressed, alongside the effects of volatile capital markets and rising interest rates. The video concludes with an economic outlook, considering potential recessions and China's evolving role in global growth.

What are the implications of the end of free money on capital markets?

How does the speaker view the potential for a recession in the U.S. and Europe?

What changes in China's growth are anticipated, and how might this affect global growth?