At Any Rate
By J.P. Morgan Global Research
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Subscribers: 42
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Episodes: 100
Description
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.
| Episode | Date |
|---|---|
|
Global Commodities: What is the price of oil?
|
Oct 23, 2026 |
|
Global FX: Uneasy calm
|
Oct 23, 2026 |
|
Global Rates: French spreads in focus again into the October ECB meeting
|
Oct 23, 2026 |
|
Global FX: GBP FX - UK Budget Preview
|
Oct 22, 2026 |
|
EM Fixed Income: Swimming upstream after Bangkok
|
Oct 22, 2026 |
|
Global Rates: DM inflation, from mixed bag to common thread
|
Oct 22, 2026 |
|
Global FX: US policy watch, euro/ CEE bloc lagging, NOK and GBP resilience
|
Oct 16, 2026 |
|
Global Commodities: It costs a lot
|
Oct 16, 2026 |
|
Global Rates: Sovereign spreads, euro area rate vol and UK rates into the Budget
|
Oct 16, 2026 |
|
EM Fixed Income: Taking stock amid some market consolidation
|
Oct 16, 2026 |
|
US Rates - US CPI & TIPS: On firmer footing
|
Oct 15, 2026 |
|
Global Commodities: Dancing in the Dark
|
Oct 09, 2026 |
|
Global FX: Contemplating a rotation amongst funders; outlook for BRL
|
Oct 09, 2026 |
|
EM Fixed Income: Enduring the heat, trying not to get burned
|
Oct 08, 2026 |
|
In Focus: Critical Chemicals
|
Oct 06, 2026 |
|
Global Commodities: The final 11%
|
Oct 02, 2026 |
|
Global FX: Spilled OATs, Payrolls, Risks to carry
|
Oct 02, 2026 |
|
Global Rates: Mixed themes in European rates – Euro area sovereign spreads and France, seasonality in DM rates, cross-currency basis update and UK rate markets
|
Oct 02, 2026 |
|
Global Rates - Increasing risk of CTD switches in UST and Eurex futures
|
Oct 02, 2026 |
|
Global FX: US diesel ban, dollar view, G10 central banks
|
Sep 25, 2026 |
|
Global Rates: Thoughts on long end EUR curve, SSAs and the recent Riksbank and Norges Bank meetings
|
Sep 25, 2026 |
|
Global Rates: DM inflation markets under higher real rates
|
Sep 24, 2026 |
|
EM Fixed Income: Navigating some sudden market turbulence
|
Sep 24, 2026 |
|
Economics: PODCAST|Key Takeaways: 2026 Emerging and Frontier Markets Opportunities Conference
|
Sep 22, 2026 |
|
Global FX: Bullish beta, bullish USD reinforced
|
Sep 18, 2026 |
|
Global Commodities: The ways of water
|
Sep 18, 2026 |
|
US Rates: Talk the talk, walk the walk
|
Sep 17, 2026 |
|
Key Takeaways: European Leveraged Finance Conference 2026
|
Sep 17, 2026 |
|
EM Fixed Income: Is the coast clear after the Fed?
|
Sep 17, 2026 |
|
BOJ Preview: Global Market Implications
|
Sep 14, 2026 |
|
US Rates: And you’re not gonna reach my telephone
|
Sep 11, 2026 |
|
Global FX: Post-CPI and pre-Fed FX round up
|
Sep 11, 2026 |
|
Global Rates: Dissecting the sell-off in European rates, next week’s BoE meeting
|
Sep 11, 2026 |
|
EM Fixed Income: Battle tested, but shields still up
|
Sep 10, 2026 |
|
Global FX: Dollar Debate Corner (again), Yen, RBNZ/RBA
|
Sep 04, 2026 |
|
Global Rates: European Rate Markets – ECB meeting and European curves
|
Sep 04, 2026 |
|
EM Fixed Income: Summer ending but the heat is still on
|
Sep 03, 2026 |
|
Global FX: EU deep dive, US roundup, back to school themes
|
Aug 28, 2026 |
|
At Any Rate - Global FX: Debate Corner 2.0
|
Aug 21, 2026 |
|
US Rates: Treasury Buyback Expansion
|
Aug 21, 2026 |
|
EM Fixed Income: Summer of carry, but getting crowded?
|
Aug 20, 2026 |
|
Global FX: Debate Corner
|
Aug 14, 2026 |
|
Global Rates: A Mixed Bag of Inflation Market Views
|
Aug 14, 2026 |
|
US Rates: A pop in short-term credit supply
|
Aug 13, 2026 |
|
Global Commodities: Miraculous recovery
|
Aug 07, 2026 |
|
Global FX: Payrolls a setback to USD; still constructive on carry post-JPY intervention
|
Aug 07, 2026 |
|
EM Fixed Income: Carry on, notwithstanding core market shifts
|
Aug 06, 2026 |
|
US Rates: See you next (fiscal) year
|
Aug 06, 2026 |
|
Global Commodities: From chokepoints to checkbooks
|
Jul 31, 2026 |
|
US Rates: “Truth” and consequences: The impact of President Trump's Truth Social posts on interest rate markets
|
Jul 31, 2026 |
|
Global FX: Dollar down after FOMC, MoF intervention
|
Jul 31, 2026 |
|
Global Commodities: The Freakonomics of Oil
|
Jul 24, 2026 |
|
Global FX: USD pre-Fed, EM movers, GBP & cross-border M&A
|
Jul 24, 2026 |
|
EM Fixed Income: At this rate, should we worry?
|
Jul 23, 2026 |
|
US Rates: Fed Policy Outlook & New Task Forces
|
Jul 22, 2026 |
|
Global Rates: A long hot summer for front-end inflation markets
|
Jul 20, 2026 |
|
Global Commodities: Eyes back on Hormuz
|
Jul 17, 2026 |
|
Global Rates: Summer thoughts on European rates
|
Jul 17, 2026 |
|
Global FX: CPI/ USD, Model take-aways, EM rundown
|
Jul 17, 2026 |
|
EM Fixed Income: Navigating cross-currents, even on the frontier
|
Jul 16, 2026 |
|
In Focus: US Defense
|
Jul 16, 2026 |
|
US Rates - Cash continues to roll in
|
Jul 10, 2026 |
|
Global Commodities: A sense of déjà vu
|
Jul 10, 2026 |
|
Global FX: Keep calm and carry on
|
Jul 10, 2026 |
|
EM Fixed Income: Risk risk go away, come again another day
|
Jul 09, 2026 |
|
Global FX: Payrolls prognosis, yen, GBP and HUF
|
Jul 03, 2026 |
|
Global Commodities: Gold is back to Fed-watching
|
Jul 02, 2026 |
|
EM Fixed Income: Seeking guidance into the second half
|
Jul 01, 2026 |
|
Global Commodities: Right shock, wrong price
|
Jun 26, 2026 |
|
US Rates: Life, Liberty, and the pursuit of hawkishness
|
Jun 26, 2026 |
|
EM Fixed Income: Mid-year outlook, amid a moving target backdrop
|
Jun 26, 2026 |
|
Global FX: Mid-Year Outlook pushbacks, payrolls, CNY, GBP
|
Jun 26, 2026 |
|
Global FX: Bullish Beta, Bullish Dollar
|
Jun 19, 2026 |
|
Global FX: 2H Vol Outlook: Carry the Day, Vol the Tail
|
Jun 19, 2026 |
|
Global Rates: Scandi and BoE Central Bank wrap up, UK politics (again)
|
Jun 19, 2026 |
|
Global Commodities: Seeing the Invisible
|
Jun 18, 2026 |
|
Global Rates: Inflation Markets in Europe, the UK and the US
|
Jun 18, 2026 |
|
In Focus: G7 Summit
|
Jun 18, 2026 |
|
Emerging Markets Outlook and Strategy for 2H26
|
Jun 15, 2026 |
|
Global Rates: European Rate Markets – looking ahead over 2H26
|
Jun 12, 2026 |
|
Global Commodities: A Perfect Storm
|
Jun 12, 2026 |
|
Global FX: Central banks take centre stage
|
Jun 12, 2026 |
|
Global FX & Economics: UK Outlook, GBP and SEK
|
Jun 11, 2026 |
|
US Rates - Another Volatile Week in Rates Markets
|
Jun 05, 2026 |
|
Global Commodities: Is that it?
|
Jun 05, 2026 |
|
Global FX: Payrolls postmortem, ECB/ BoC watch, euro roundup
|
Jun 05, 2026 |
|
Global Rates: ECB, cross-market views and UK politics update
|
Jun 05, 2026 |
|
Global Commodities: Can the world live with 9% less oil?
|
May 29, 2026 |
|
Global FX: Bearish EUR factors intensify, USD decouples from real rates, and an update on low FX vols
|
May 29, 2026 |
|
EM Fixed Income: EM resilience amid renewed USD strength and idiosyncratic pitfalls
|
May 28, 2026 |
|
Global FX: Broader impacts from the dollar bid
|
May 22, 2026 |
|
Global Commodities: What’s New?
|
May 22, 2026 |
|
EM Fixed Income: Assessing EM amid the global repricing of rates
|
May 20, 2026 |
|
Asia Cross Asset: Taking stock of the North Asian equity surge
|
May 18, 2026 |
|
Global FX: EUR-USD divergences, systematic signals, sterling struggles
|
May 15, 2026 |
|
Global Commodities: Infrastructure 101
|
May 15, 2026 |
|
Global Rates: Analyzing Eurex and US futures roll and cross currency bases
|
May 15, 2026 |
|
Global Rates: Energy priced and UK politics drive Bunds and Gilt yields higher
|
May 15, 2026 |
|
EM Fixed Income: Inflation pressures and idiosyncratic EMEA EM politics
|
May 14, 2026 |
|
In Focus: Frontier AI
|
May 14, 2026 |