At Any Rate

474 Episodes

1. Global Commodities: Copper fireworks overshadow a looser-than-expected refined market in China

   Published: 20/05/2024
2. Global FX and Economics: Significant Yen weakness from domestic policy trade-offs is a future risk

   Published: 17/05/2024
3. US Rates: The June-September Treasury futures roll

   Published: 16/05/2024
4. Global FX and Economics: Central Bank Policy Divergence

   Published: 10/05/2024
5. EM Fixed Income: Emerging Markets Outlook & Strategy for May

   Published: 10/05/2024
6. Global FX and US Rates: If you think this is over, then you’re wrong

   Published: 03/05/2024
7. EM Fixed Income: Taking stock

   Published: 03/05/2024
8. US Rates: Term Funding Premium and the Term Structure of Swap Spreads

   Published: 02/05/2024
9. Global FX and Economics: Everything, all at once from BoJ but yen looks away for now

   Published: 19/03/2024
10. Thoughts on the Feb inflation data, the Fed, and US rates markets

    Published: 15/03/2024
11. Global FX: Central bank central

    Published: 15/03/2024
12. Global Commodities: Russia can maintain current oil exports until June. Expect contentious June OPEC+ meeting

    Published: 15/03/2024
13. EM Fixed Income: What would a shallow US cutting cycle mean for EM assets?

    Published: 14/03/2024
14. The sun is the same, in a relative way, but vol is lower

    Published: 11/03/2024
15. Global FX & Economics: Not safe yet

    Published: 08/03/2024
16. Global Commodities: Gold Rushes to Record Highs

    Published: 08/03/2024
17. Emerging Markets - The EM Fixed Income Sustainable Debt Asset Class

    Published: 06/03/2024
18. Global Commodities: Moving along the electrification road

    Published: 04/03/2024
19. Spreadbites: High Yield & Leveraged Finance 2024 Conference Takeaways

    Published: 04/03/2024
20. Global Rates: March ECB meeting and UK Spring Budget – implications for Eur and UK rates markets

    Published: 04/03/2024