At Any Rate

474 Episodes

1. EM Fixed Income: Emerging Markets Outlook and Strategy for 2024

   Published: 22/11/2023
2. Global Rates: 2024 Outlook

   Published: 22/11/2023
3. TTF price premium supported by weather uncertainty and the constant reminder of supply shocks

   Published: 10/11/2023
4. US Rates: Death Cab for QT?

   Published: 09/11/2023
5. EM Fixed Income: Fast then slow

   Published: 09/11/2023
6. Global FX: US Macro & Market Update

   Published: 07/11/2023
7. EM Fixed Income: Riding the EM FX relief rally

   Published: 03/11/2023
8. Global Commodities: The probability of something that never happened

   Published: 03/11/2023
9. Global FX : Dollar dissonance

   Published: 27/10/2023
10. Global Commodities: Global upstream oil and gas capex on target to reach $545bn in 2023

    Published: 27/10/2023
11. EM Fixed Income: Are rates cheap enough?

    Published: 26/10/2023
12. Global FX: Exploring macro tensions and safe-haven demand

    Published: 20/10/2023
13. Global Commodities: The constraints on risk premium

    Published: 20/10/2023
14. Global Rates - European Rates roundup

    Published: 20/10/2023
15. EM Fixed Income: Rising yields and geopolitical tail-risks

    Published: 19/10/2023
16. Commodities Focus: Global Natural Gas: Price rallies everywhere

    Published: 13/10/2023
17. Global FX : Not calling an end to the USD ride yet

    Published: 13/10/2023
18. Global Commodities: Demand destruction has begun (again)

    Published: 05/10/2023
19. EM Fixed Income: EM bond(s), shaken but not stirred

    Published: 05/10/2023
20. US Rates: CTD shifts in the Treasury bond futures contract

    Published: 02/10/2023