At Any Rate

At Any Rate

Por: J.P. Morgan Global Research
Analysts from J.P. Morgan Global Research take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.
100 episodios disponibles

Latest episodes of the podcast At Any Rate

Mostrando página 4 de 5

Global Commodities: Tariff shockwaves churn crude and copper markets 01/08/2025
US Rates: Stablecoins – they’re only getting started 31/07/2025
Global FX, Rates and Economics: Post-ECB and pre-trade deal thoughts 25/07/2025
Global Commodities: Is volatility cheap in September? 25/07/2025
EM Fixed Income: Summer catch-up as spreads catch-down 25/07/2025
US Rates: Previewing the August refunding announcement 23/07/2025
Global FX: Japan & US policy implications for FX 19/07/2025
EM Fixed Income: Emerging Markets Outlook and Strategy: Hold reduced EM exposure into the summer as market pricing and positioning are downplaying risks 18/07/2025
Global Commodities: Cocoa market crunch 18/07/2025
Global Rates: European rates summer themes – seasonality, swap spreads, SSAs and gilts 11/07/2025
Global FX: Keeping the bearish USD view 11/07/2025
Global Commodities: 50% copper tariffs coming soon; now comes the copper hangover 11/07/2025
Asia Cross Asset: Liberation Day 2.0 and Asia 10/07/2025
Global Commodities: Global upstream Oil & Gas capital spending faces first contraction since 2020 03/07/2025
Global FX: Deep-dive into global FX hedge ratios 03/07/2025
Global FX Derivatives: Thin Cushion. A Slippery Slope from Calm to Uncertainty 30/06/2025
Global Rates: European rates markets roundup: German fiscal, NATO meeting, carry themes, de-dollarisation flows and UK rates 27/06/2025
Global FX: Mid-Year Outlook - Tell me something new 27/06/2025
Global Commodities: Big crops are unlikely to build world stocks, agri outlook into 2H25 27/06/2025
US Rates: DM swap spread outlook 27/06/2025
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