At Any Rate
By J.P. Morgan Global Research
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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 |
|---|---|
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Global FX: Grappling with a mature dollar uptrend
|
Apr 26, 2024 |
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Global Commodities: Takeaways from CESCO Copper Week — The only way out is up
|
Apr 26, 2024 |
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EM Fixed Income: Waiting for the sell-off to pass over
|
Apr 25, 2024 |
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Spreadbites: Uncovering Even More Private Credit, the IMF-Work Bank Conference and More of the Same
|
Apr 24, 2024 |
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US Rates: Tax season, debt ceiling, and reserves
|
Apr 19, 2024 |
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Global FX: A strong dollar is not a US problem
|
Apr 19, 2024 |
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Global Commodities: Risk premium subtracted
|
Apr 19, 2024 |
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Global Commodities: Natural Gas and Agriculture markets catch up
|
Apr 12, 2024 |
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US Rates: ‘Post-CPI view on US Fixed Income and Gold’ with Phoebe White, Head of US Inflation Strategy and Greg Shearer, Head of Metals Research
|
Apr 12, 2024 |
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EM Fixed Income: Stepping Aside (Again)
|
Apr 11, 2024 |
|
U.S. Rate: Earthquakes, solar eclipses, and the April tax date
|
Apr 06, 2024 |
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Global Rates: A round up of hot topics for Euro rate markets
|
Apr 05, 2024 |
|
Global FX: Go with the flows
|
Apr 05, 2024 |
|
Commodities Focus: Without counter-measures, oil headed to $100
|
Mar 28, 2024 |
|
Global FX: An uncomfortable setup for USD bulls and bears
|
Mar 25, 2024 |
|
US Rates: Fed and BoE rate cuts, see you on the flipside
|
Mar 22, 2024 |
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Global Commodities: Copper — The sleeping giant awakes
|
Mar 22, 2024 |
|
EM Fixed Income: EM should rally post Fed
|
Mar 21, 2024 |
|
Global Rates, FX & Economics: Will the Scandinavian doves fly?
|
Mar 20, 2024 |
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Global FX and Economics: Everything, all at once from BoJ but yen looks away for now
|
Mar 19, 2024 |
|
Thoughts on the Feb inflation data, the Fed, and US rates markets
|
Mar 15, 2024 |
|
Global FX: Central bank central
|
Mar 15, 2024 |
|
Global Commodities: Russia can maintain current oil exports until June. Expect contentious June OPEC+ meeting
|
Mar 15, 2024 |
|
EM Fixed Income: What would a shallow US cutting cycle mean for EM assets?
|
Mar 14, 2024 |
|
The sun is the same, in a relative way, but vol is lower
|
Mar 11, 2024 |
|
Global FX & Economics: Not safe yet
|
Mar 08, 2024 |
|
Global Commodities: Gold Rushes to Record Highs
|
Mar 08, 2024 |
|
Emerging Markets - The EM Fixed Income Sustainable Debt Asset Class
|
Mar 06, 2024 |
|
Global Commodities: Moving along the electrification road
|
Mar 04, 2024 |
|
Spreadbites: High Yield & Leveraged Finance 2024 Conference Takeaways
|
Mar 04, 2024 |
|
Global Rates: March ECB meeting and UK Spring Budget – implications for Eur and UK rates markets
|
Mar 04, 2024 |
|
Global Macro Research: Waiting on Words (and data)
|
Mar 01, 2024 |
|
Global Rates - Euro area government bond demand update
|
Feb 28, 2024 |
|
US Rates: Slowly but surely, pushing back the QT taper timeline
|
Feb 26, 2024 |
|
Global FX: Give me a (range) break
|
Feb 23, 2024 |
|
Global Commodities: Learnings from Earnings: One US gas producer steps up; European industrial demand starts its comeback
|
Feb 23, 2024 |
|
US Rates: Breaking down the strong January inflation data
|
Feb 16, 2024 |
|
Global Commodities: US Natural Gas – Max Pain
|
Feb 16, 2024 |
|
Global FX: What gives?
|
Feb 16, 2024 |
|
EM Fixed Income: No one said it would be easy
|
Feb 15, 2024 |
|
US Rates: Valentine’s Day Special – Lots to Love in the Treasury Futures market
|
Feb 14, 2024 |
|
EM Fixed Income: Emerging Markets Outlook & Strategy for February
|
Feb 13, 2024 |
|
Global FX: Tariff risks and US exceptionalism support the Dollar
|
Feb 09, 2024 |
|
Global Commodities: How to gain $10 in three months
|
Feb 09, 2024 |
|
Global FX: After the storm
|
Feb 02, 2024 |
|
EM Fixed Income: Trying to stay on the straight and narrow
|
Feb 02, 2024 |
|
Global Commodities: Higher, with a little help from China
|
Feb 02, 2024 |
|
Global FX and EM: Yield compression and the carry-value rotation
|
Jan 30, 2024 |
|
Global Rates & Economics: BoE on hold with a dovish pivot
|
Jan 29, 2024 |
|
US Rates: The calm before the (policy) storm
|
Jan 27, 2024 |
|
Global FX: The dovish tide floods FX
|
Jan 26, 2024 |
|
Global Commodities: Supply Risks - Copper at a breaking point; Biden halts LNG export approvals
|
Jan 26, 2024 |
|
EM Fixed Income: From giant leaps to small steps
|
Jan 25, 2024 |
|
US Rates: Polar vortex duration extension
|
Jan 22, 2024 |
|
Global Rates: January ECB meeting and Euro rate markets
|
Jan 22, 2024 |
|
Global FX: Something’s starting to give
|
Jan 19, 2024 |
|
Global Commodities: What is a balanced market worth?
|
Jan 19, 2024 |
|
EM Fixed Income: It's going to be a long year (again)
|
Jan 18, 2024 |
|
EM Fixed Income: Türkiye – High Hopes, Continuing Caution
|
Jan 16, 2024 |
|
US Rates: Takeaways from December inflation and Red Sea trade disruptions
|
Jan 12, 2024 |
|
Global FX: Spotlight on CNY, JPY and Antipodean FX
|
Jan 12, 2024 |
|
US Rates: History rhymes
|
Jan 06, 2024 |
|
Global FX: It isn’t getting easier in the New Year
|
Jan 05, 2024 |
|
EM Fixed Income Focus: Only one turtle dove is needed for EM assets
|
Dec 15, 2023 |
|
Global FX: Central bank outcomes and implications for FX
|
Dec 15, 2023 |
|
Global Commodities: Observational equivalence—$74 in December, high $80s by May
|
Dec 15, 2023 |
|
Global FX: A lot of 2024 optimism is in the price
|
Dec 08, 2023 |
|
Global Commodities: Is the 2025 US natural gas bullish trade over?
|
Dec 08, 2023 |
|
2024 Interest Rate Derivatives Outlook
|
Dec 05, 2023 |
|
Global Commodities: 2024 Commodities Outlook: Structurally bullish gold for second consecutive year, bullish opportunities in oil and gas more tactical
|
Nov 29, 2023 |
|
Global FX: FX Derivatives 2024 Outlook
|
Nov 27, 2023 |
|
Global Commodities: Oil Outlook 2024/2025 - OPEC Preview: The Endgame
|
Nov 22, 2023 |
|
Global FX Macro Outlook for 2024
|
Nov 22, 2023 |
|
EM Fixed Income: Emerging Markets Outlook and Strategy for 2024
|
Nov 22, 2023 |
|
Global Rates: 2024 Outlook
|
Nov 22, 2023 |
|
TTF price premium supported by weather uncertainty and the constant reminder of supply shocks
|
Nov 10, 2023 |
|
US Rates: Death Cab for QT?
|
Nov 09, 2023 |
|
EM Fixed Income: Fast then slow
|
Nov 09, 2023 |
|
Global FX: US Macro & Market Update
|
Nov 07, 2023 |
|
EM Fixed Income: Riding the EM FX relief rally
|
Nov 03, 2023 |
|
Global Commodities: The probability of something that never happened
|
Nov 03, 2023 |
|
Global FX : Dollar dissonance
|
Oct 27, 2023 |
|
Global Commodities: Global upstream oil and gas capex on target to reach $545bn in 2023
|
Oct 27, 2023 |
|
EM Fixed Income: Are rates cheap enough?
|
Oct 26, 2023 |
|
Global FX: Exploring macro tensions and safe-haven demand
|
Oct 20, 2023 |
|
Global Commodities: The constraints on risk premium
|
Oct 20, 2023 |
|
Global Rates - European Rates roundup
|
Oct 20, 2023 |
|
EM Fixed Income: Rising yields and geopolitical tail-risks
|
Oct 19, 2023 |
|
Commodities Focus: Global Natural Gas: Price rallies everywhere
|
Oct 13, 2023 |
|
Global FX : Not calling an end to the USD ride yet
|
Oct 13, 2023 |
|
Global Commodities: Demand destruction has begun (again)
|
Oct 05, 2023 |
|
EM Fixed Income: EM bond(s), shaken but not stirred
|
Oct 05, 2023 |
|
US Rates: CTD shifts in the Treasury bond futures contract
|
Oct 02, 2023 |
|
Global FX: Dollar strength moves up a gear
|
Sep 29, 2023 |
|
Global Commodities: Waiting for weather
|
Sep 29, 2023 |
|
EM Fixed Income: No panic at the disco yet for EM as US yields rise
|
Sep 28, 2023 |
|
Global Economics, Rates and FX: Scandinavia - Diverging outlooks
|
Sep 28, 2023 |
|
Global Rates - Evolution of demand for Euro area government bonds
|
Sep 27, 2023 |
|
Global FX: Rates divergence to sustain dollar strength
|
Sep 22, 2023 |
|
Global Commodities: Bullish oil cues begin to exhaust even as Russia temporarily bans motor fuel exports
|
Sep 22, 2023 |