At Any Rate
223 episodes — Page 1 of 5
US Rates: Between a rock and a hard place
Oct 30, 202614 min
Global Commodities: Triple digit gas, again
Oct 30, 20267 min
Global FX: US payrolls/midterms, EM elections, DM central banks
Oct 30, 202625 min
EM Fixed Income: A busy calendar of elections and CBs
Oct 29, 202621 min
Global Commodities: What is the price of oil?
Oct 23, 20268 min
Global FX: Uneasy calm
Oct 23, 202618 min
Global Rates: French spreads in focus again into the October ECB meeting
Oct 23, 20269 min
Global FX: GBP FX - UK Budget Preview
Oct 22, 202615 min
EM Fixed Income: Swimming upstream after Bangkok
Oct 22, 202625 min
Global Rates: DM inflation, from mixed bag to common thread
Oct 22, 202615 min
Global FX: US policy watch, euro/ CEE bloc lagging, NOK and GBP resilience
Oct 16, 202619 min
Global Commodities: It costs a lot
Oct 16, 202611 min
Global Rates: Sovereign spreads, euro area rate vol and UK rates into the Budget
Oct 16, 202616 min
EM Fixed Income: Taking stock amid some market consolidation
Oct 16, 202620 min
US Rates - US CPI & TIPS: On firmer footing
Oct 15, 202624 min
Global Commodities: Dancing in the Dark
Oct 9, 20265 min
Global FX: Contemplating a rotation amongst funders; outlook for BRL
Oct 9, 202620 min
EM Fixed Income: Enduring the heat, trying not to get burned
Oct 8, 202619 min
In Focus: Critical Chemicals
Oct 6, 202617 min
Global Commodities: The final 11%
Oct 2, 202610 min
Global FX: Spilled OATs, Payrolls, Risks to carry
Oct 2, 202619 min
Global Rates: Mixed themes in European rates – Euro area sovereign spreads and France, seasonality in DM rates, cross-currency basis update and UK rate markets
Oct 2, 202617 min
Global Rates - Increasing risk of CTD switches in UST and Eurex futures
Oct 2, 202610 min
Global Commodities: Day 31 and beyond
Sep 25, 202612 min
Global FX: US diesel ban, dollar view, G10 central banks
Sep 25, 202619 min
Global Rates: Thoughts on long end EUR curve, SSAs and the recent Riksbank and Norges Bank meetings
Sep 25, 202613 min
Global Rates: DM inflation markets under higher real rates
Sep 24, 202624 min
EM Fixed Income: Navigating some sudden market turbulence
Sep 24, 202620 min
Economics: PODCAST|Key Takeaways: 2026 Emerging and Frontier Markets Opportunities Conference
Sep 22, 202612 min
Global FX: Bullish beta, bullish USD reinforced
Sep 18, 202626 min
Global Commodities: The ways of water
Sep 18, 202613 min
US Rates: Talk the talk, walk the walk
Sep 17, 202612 min
Key Takeaways: European Leveraged Finance Conference 2026
Sep 17, 202615 min
EM Fixed Income: Is the coast clear after the Fed?
Sep 17, 202619 min
BOJ Preview: Global Market Implications
Sep 14, 202637 min
US Rates: And you’re not gonna reach my telephone
Sep 11, 202616 min
Global FX: Post-CPI and pre-Fed FX round up
Sep 11, 202615 min
Global Rates: Dissecting the sell-off in European rates, next week’s BoE meeting
Sep 11, 202619 min
EM Fixed Income: Battle tested, but shields still up
Sep 10, 202624 min
Global FX: Dollar Debate Corner (again), Yen, RBNZ/RBA
Sep 4, 202631 min
Global Rates: European Rate Markets – ECB meeting and European curves
Sep 4, 202610 min
EM Fixed Income: Summer ending but the heat is still on
Sep 3, 202621 min
Global FX: EU deep dive, US roundup, back to school themes
Aug 28, 202621 min
At Any Rate - Global FX: Debate Corner 2.0
Aug 21, 202630 min
US Rates: Treasury Buyback Expansion
Aug 21, 202627 min
EM Fixed Income: Summer of carry, but getting crowded?
Aug 20, 202622 min
Global FX: Debate Corner
Aug 14, 202631 min
Global Rates: A Mixed Bag of Inflation Market Views
Aug 14, 202622 min
US Rates – A pop in short-term credit supply
Aug 13, 20267 min
Global Commodities: Miraculous recovery
Aug 7, 20267 min