At Any Rate
150 episodes — Page 1 of 3
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
Global Rates: European Rate Markets – looking ahead over 2H26
Jun 12, 202617 min
Global Commodities: A Perfect Storm
Jun 12, 20268 min
Global FX: Central banks take centre stage
Jun 12, 202622 min
Global FX & Economics: UK Outlook, GBP and SEK
Jun 11, 202615 min
US Rates - Another Volatile Week in Rates Markets
Jun 5, 202613 min
Global Commodities: Is that it?
Jun 5, 202611 min
Global FX: Payrolls postmortem, ECB/ BoC watch, euro roundup
Jun 5, 202616 min
Global Rates: ECB, cross-market views and UK politics update
Jun 5, 20269 min
Global Commodities: Can the world live with 9% less oil?
May 29, 202611 min
Global FX: Bearish EUR factors intensify, USD decouples from real rates, and an update on low FX vols
May 29, 202616 min
EM Fixed Income: EM resilience amid renewed USD strength and idiosyncratic pitfalls
May 28, 202622 min
Global FX: Broader impacts from the dollar bid
May 22, 202613 min
Global Commodities: What’s New?
May 22, 202614 min
EM Fixed Income: Assessing EM amid the global repricing of rates
May 20, 202619 min
Asia Cross Asset: Taking stock of the North Asian equity surge
May 18, 202621 min
Global FX: EUR-USD divergences, systematic signals, sterling struggles
May 15, 202619 min
Global Commodities: Infrastructure 101
May 15, 202612 min
Global Rates: Analyzing Eurex and US futures roll and cross currency bases
May 15, 202612 min
Global Rates: Energy priced and UK politics drive Bunds and Gilt yields higher
May 15, 202611 min
EM Fixed Income: Inflation pressures and idiosyncratic EMEA EM politics
May 14, 202621 min
In Focus: Frontier AI
May 14, 202627 min
Global Rates – And now my fears, they come to me in threes
May 8, 202619 min
Global Commodities: An Inventory Detour
May 8, 202613 min
Global FX: Yentervention and other FX policy stories
May 8, 202620 min
EM Fixed Income: Parsing peace talks and payrolls
May 7, 202620 min
In Focus: Equity & Credit Update on AI CapEx
May 4, 202631 min
US Rates - I won’t see you next time
May 1, 202614 min
Global Commodities: It’s Simple Math
May 1, 202611 min
Global FX: Yen intervention, re-assessing USD bearish view, central bank rundown
May 1, 202626 min
EM Fixed Income: To every thing there is a season
Apr 30, 202622 min
Global Commodities: Running the Numbers on Gas
Apr 24, 202611 min
Global Rates: Central banks likely to wait-and-see against a backdrop of ongoing Middle-East uncertainty
Apr 24, 202620 min
Global FX: De-dollarization, GBP deep-dive, DM central banks
Apr 24, 202622 min
EM Fixed Income: Ceasefire implications and Washington takeaways
Apr 23, 202619 min
Global FX: Cease-fire, the dollar, DM/EM FX impact, IMF round-up
Apr 17, 202622 min
Global Commodities: Prices Get Relief
Apr 17, 202611 min
Global FX: The beginning of the end?
Apr 10, 202622 min
US Rates - GSIB and Basel III Endgame Update
Apr 9, 202615 min
EM Fixed Income: Will EM markets keep trading Iran conflict de-escalation?
Apr 9, 202619 min