At Any Rate
189 episodes — Page 1 of 4
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
Global FX: Payrolls a setback to USD; still constructive on carry post-JPY intervention
Aug 7, 202618 min
EM Fixed Income: Carry on, notwithstanding core market shifts
Aug 6, 202620 min
US Rates: See you next (fiscal) year
Aug 6, 202616 min
Global Commodities: From chokepoints to checkbooks
Jul 31, 20269 min
US Rates - “Truth” and consequences: The impact of President Trump's Truth Social posts on interest rate markets
Jul 31, 20264 min
Global FX: Dollar down after FOMC, MoF intervention
Jul 31, 202625 min
Global Commodities: The Freakonomics of Oil
Jul 24, 202612 min
Global FX: USD pre-Fed, EM movers, GBP & cross-border M&A
Jul 24, 202616 min
EM Fixed Income: At this rate, should we worry?
Jul 23, 202622 min
US Rates: Fed Policy Outlook & New Task Forces
Jul 22, 202638 min
Global Rates: A long hot summer for front-end inflation markets
Jul 20, 202616 min
Global Commodities: Eyes back on Hormuz
Jul 17, 202613 min
Global Rates: Summer thoughts on European rates
Jul 17, 202612 min
Global FX: CPI/ USD, Model take-aways, EM rundown
Jul 17, 202622 min
EM Fixed Income: Navigating cross-currents, even on the frontier
Jul 16, 202621 min
In Focus: US Defense
Jul 16, 202625 min
US Rates - Cash continues to roll in
Jul 10, 20268 min
Global Commodities: A sense of déjà vu
Jul 10, 202612 min
Global FX: Keep calm and carry on
Jul 10, 202619 min
EM Fixed Income: Risk risk go away, come again another day
Jul 9, 202619 min
Global FX: Payrolls prognosis, yen, GBP and HUF
Jul 3, 202620 min
Global Commodities: Gold is back to Fed-watching
Jul 2, 20269 min
EM Fixed Income: Seeking guidance into the second half
Jul 1, 202614 min
Global Commodities: Right shock, wrong price
Jun 26, 20269 min
US Rates: Life, Liberty, and the pursuit of hawkishness
Jun 26, 202610 min
EM Fixed Income: Mid-year outlook, amid a moving target backdrop
Jun 26, 202617 min
Global FX: Mid-Year Outlook pushbacks, payrolls, CNY, GBP
Jun 26, 202624 min
Global FX: Bullish Beta, Bullish Dollar
Jun 19, 202644 min
Global FX: 2H Vol Outlook: Carry the Day, Vol the Tail
Jun 19, 202616 min
Global Rates: Scandi and BoE Central Bank wrap up, UK politics (again)
Jun 19, 202611 min
Global Commodities: Seeing the Invisible
Jun 18, 20269 min
Global Rates: Inflation Markets in Europe, the UK and the US
Jun 18, 202616 min
In Focus: G7 Summit
Jun 18, 202622 min
Emerging Markets Outlook and Strategy for 2H26
Jun 15, 202625 min