At Any Rate

474 Episodes

1. Global FX: Dollar strength moves up a gear

   Published: 29/09/2023
2. Global Commodities: Waiting for weather

   Published: 29/09/2023
3. Global Economics, Rates and FX: Scandinavia - Diverging outlooks

   Published: 28/09/2023
4. Global Rates - Evolution of demand for Euro area government bonds

   Published: 27/09/2023
5. Global FX: Rates divergence to sustain dollar strength

   Published: 22/09/2023
6. Global Commodities: Bullish oil cues begin to exhaust even as Russia temporarily bans motor fuel exports

   Published: 22/09/2023
7. Global Rates - European inflation markets, oil won’t boil breakevens

   Published: 22/09/2023
8. Global Rates: BoJ, Fed and BoE meetings and read across to European rate markets

   Published: 18/09/2023
9. Global FX - FX views going into G10 central bank Superweek

   Published: 15/09/2023
10. Global Rates: Scandinavia monthly interest rate outlook: The final step?

    Published: 12/09/2023
11. Global FX : Take-aways for US rates and FX pre- ECB and Fed

    Published: 11/09/2023
12. Global Rates - Euro rate markets - ECB to hike or skip in September?

    Published: 11/09/2023
13. EM Fixed Income: EM implications of higher-for-longer US rates

    Published: 08/09/2023
14. Global Commodities: $90 in September, $86 in December

    Published: 08/09/2023
15. Global FX: USD labors into the autumn

    Published: 05/09/2023
16. Global Rates - Global SSA Outlook

    Published: 31/08/2023
17. Global Rates: Rolling into December 2023

    Published: 30/08/2023
18. US Rates: Navigating by the stars, when R-star is blurry

    Published: 30/08/2023
19. Global FX : The bearish case for CNY, EUR and JPY

    Published: 18/08/2023
20. US Rates: Early delivery, position technicals, and a not-so-wild wildcard

    Published: 15/08/2023