At Any Rate
223 episodes — Page 2 of 5
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
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