JPMorgan FX Weekly: AI Sentiment and the Widening FX Footprint
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JPMorgan's FX weekly examines 'AI sentiment and the widening FX footprint.' The available excerpt consists of exhibits. One chart shows FX returns have displayed a low correlation with the bank's AI sentiment score, while a heatmap maps AI sentiment exposure across G10 and emerging Asian currencies. A 'Rapid T.E.A.M.' update dated June 10, 2026 is also included. Another exhibit attributes the euro's strength against the Swedish krona since the Iran conflict to carry-strategy performance and rising US yields. Further charts show technology intellectual-property contributions as positive for most countries, and compare an economist growth-forecast revision index (FRI) against changes in a large-language-model score.
Read together, the exhibits indicate the report investigates how AI-related sentiment and technology-trade exposure are extending their footprint across currency markets, while carry dynamics and US yield moves remain key drivers for pairs such as EUR/SEK. The chart-only excerpt includes no ratings, target prices or explicit FX forecasts beyond these observations.
Key exhibits
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