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 |
|---|---|
|
Global Rates – And now my fears, they come to me in threes
|
May 08, 2026 |
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Global Commodities: An Inventory Detour
|
May 08, 2026 |
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Global FX: Yentervention and other FX policy stories
|
May 08, 2026 |
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EM Fixed Income: Parsing peace talks and payrolls
|
May 07, 2026 |
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In Focus: Equity & Credit Update on AI CapEx
|
May 04, 2026 |
|
US Rates - I won’t see you next time
|
May 01, 2026 |
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Global Commodities: It’s Simple Math
|
May 01, 2026 |
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Global FX: Yen intervention, re-assessing USD bearish view, central bank rundown
|
May 01, 2026 |
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EM Fixed Income: To every thing there is a season
|
Apr 30, 2026 |
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Global Commodities: Running the Numbers on Gas
|
Apr 24, 2026 |
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Global Rates: Central banks likely to wait-and-see against a backdrop of ongoing Middle-East uncertainty
|
Apr 24, 2026 |
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Global FX: De-dollarization, GBP deep-dive, DM central banks
|
Apr 24, 2026 |
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EM Fixed Income: Ceasefire implications and Washington takeaways
|
Apr 23, 2026 |
|
Global FX: Cease-fire, the dollar, DM/EM FX impact, IMF round-up
|
Apr 17, 2026 |
|
Global Commodities: Prices Get Relief
|
Apr 17, 2026 |
|
Global FX: The beginning of the end?
|
Apr 10, 2026 |
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US Rates - GSIB and Basel III Endgame Update
|
Apr 09, 2026 |
|
EM Fixed Income: Will EM markets keep trading Iran conflict de-escalation?
|
Apr 09, 2026 |
|
Global Commodities: A Month of Disruption
|
Apr 02, 2026 |
|
Global FX: Wary of complacency in FX
|
Apr 02, 2026 |
|
In Focus: Middle East Conflict
|
Apr 01, 2026 |
|
EM Fixed Income: Still waiting for the conflict to pass over
|
Mar 31, 2026 |
|
Global Commodities: Timing the Global Impact
|
Mar 27, 2026 |
|
Global FX - Feelin ‘22
|
Mar 27, 2026 |
|
Global Commodities: What are the Markets Missing?
|
Mar 20, 2026 |
|
Global FX: Oil turns up the heat on central banks & FX
|
Mar 20, 2026 |
|
EM Fixed Income: Middle East conflict week 3 damage assessment for EM
|
Mar 20, 2026 |
|
Global Rates: Global DM Swap Spread Outlook
|
Mar 20, 2026 |
|
Global Rates: Where next for CB and rates as the Middle-East conflict persists?
|
Mar 13, 2026 |
|
Global Commodities: Mind the Metals
|
Mar 13, 2026 |
|
Global FX: Winds of change for the dollar
|
Mar 13, 2026 |
|
EM Fixed Income: Assessing the situation and path ahead for EM in Week 2 of the Middle East conflict
|
Mar 12, 2026 |
|
US Credit: J.P. Morgan Global Leveraged Finance Conference 2026: Key Takeaways
|
Mar 12, 2026 |
|
Global Commodities: Oil and Gas Rocked by Conflict
|
Mar 06, 2026 |
|
Global FX: The best escalation and recovery candidates
|
Mar 06, 2026 |
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EM Fixed Income: Taking stock one week into the Middle East conflict
|
Mar 06, 2026 |
|
Global FX: The dollar & AI, CNY, IEEPA, euro bloc
|
Feb 27, 2026 |
|
European Rate Markets: Eurobonds, by-elections and the spring statement
|
Feb 27, 2026 |
|
Global Commodities: Gas Finds a Tighter Balance
|
Feb 27, 2026 |
|
EM Fixed Income: Risks around a positive base case
|
Feb 25, 2026 |
|
Global FX: Interrogating the optimistic baseline
|
Feb 20, 2026 |
|
Global Commodities: Going Against the Grain on Oil
|
Feb 20, 2026 |
|
Global Commodities: Are Commodities the Market’s Crystal Ball?
|
Feb 13, 2026 |
|
Global FX: How much is too much?
|
Feb 13, 2026 |
|
European Rates: Scandinavian rate outlook – a long winter hibernation
|
Feb 13, 2026 |
|
EM Fixed Income: Getting fully back on the EM horse
|
Feb 13, 2026 |
|
Global Rates: Analysing Eurex and US futures roll
|
Feb 13, 2026 |
|
Global FX: RBA, JP elections, euro/APAC rotation, dovish BoE, US data
|
Feb 06, 2026 |
|
Global Commodities: Deconstructing the Metal Mania
|
Feb 06, 2026 |
|
European Rates: ECB and BoE February meetings, skinny carry in Euro area, increased UK political noise
|
Feb 06, 2026 |
|
US Rates: Crypto market structure bill in limbo
|
Feb 05, 2026 |
|
EM Fixed Income: A rest is as good as a change
|
Feb 05, 2026 |
|
Global Commodities: A week of commodity whiplash
|
Jan 31, 2026 |
|
Global FX and Commodities: The dollar, metals, APAC and vols
|
Jan 30, 2026 |
|
EM Fixed Income: Navigating choppier seas with a temperamental compass
|
Jan 30, 2026 |
|
US Rates: Should we talk about the weather?
|
Jan 29, 2026 |
|
Global FX: Bearish USD vs. EM FX risk appetite index, G10 cyclicals and the Fed
|
Jan 23, 2026 |
|
European Rates: Less keen on carry, UK political noise but no signal
|
Jan 23, 2026 |
|
Global Rates: Cross currency basis 1H26 outlook
|
Jan 23, 2026 |
|
EM Fixed Income: A technical signal amid all the noise
|
Jan 22, 2026 |
|
Global Rates: Monthly Inflation Outlook
|
Jan 22, 2026 |
|
Global Rates: 2026 Global government issuance outlook
|
Jan 16, 2026 |
|
Global FX: FX in the political crosshairs
|
Jan 16, 2026 |
|
Global Commodities: Oil, gas, and metals kick off a volatile year
|
Jan 16, 2026 |
|
EM Fixed Income: Sticking to the knitting
|
Jan 15, 2026 |
|
At Any Rate: The GSEs and their $200bn Grand Spread Experiment
|
Jan 15, 2026 |
|
Global FX: A highly procyclical start
|
Jan 09, 2026 |
|
European Rates: January supply and technical drivers in Euro area rates, UK rates update
|
Jan 09, 2026 |
|
Global Commodities: Venezuela – implications on commodities
|
Jan 09, 2026 |
|
Global FX: US data, DM central banks, year-end observations
|
Dec 19, 2025 |
|
US Rates - Keep the liquidity flowing
|
Dec 18, 2025 |
|
EM Fixed Income: The most wonderful time
|
Dec 17, 2025 |
|
Global FX: Dollar down after Fed; central banks and US data center stage for FX next week
|
Dec 12, 2025 |
|
Global Commodities: Oil Outlook 2026/2027—Heavy Lifting
|
Dec 12, 2025 |
|
Global Commodities: 2026 Outlook – Supply-driven crocodile cycle
|
Dec 05, 2025 |
|
Global FX Outlook 2026: Bearish USD, Bullish Beta
|
Nov 28, 2025 |
|
Global FX Volatility Outlook 2026
|
Nov 28, 2025 |
|
Emerging Markets Outlook and Strategy for 2026
|
Nov 26, 2025 |
|
Global Rates 2026 Outlook
|
Nov 26, 2025 |
|
Global Commodities: Metals headed for even greater heights
|
Nov 21, 2025 |
|
Global Rates: Analyzing Eurex and US futures roll
|
Nov 18, 2025 |
|
Global FX: EUR/USD contemplation, GBP fiscal and JPY woes
|
Nov 14, 2025 |
|
Global Commodities: Rising LNG supply underscores need for demand-side infrastructure
|
Nov 14, 2025 |
|
EM Fixed Income: A year of Latam elections
|
Nov 13, 2025 |
|
Agri Outlook for 2026/27: Volatility to return off compressed levels in 2026, as global agri availability continues to slide
|
Nov 12, 2025 |
|
European Rates: BoE and Scandi central bank roundup
|
Nov 07, 2025 |
|
Global FX: Dollar oscillates; more fiscal clarity for GBP & CAD
|
Nov 07, 2025 |
|
EM Fixed Income: All the small things
|
Nov 06, 2025 |
|
Global Rates: Trick or Treating with Central Banks
|
Oct 31, 2025 |
|
Global FX: Hawkish Fed & dovish BoJ force a Yen forecast rethink
|
Oct 31, 2025 |
|
Global Commodities: China’s LNG demand to peak in early 2030s
|
Oct 31, 2025 |
|
EM Fixed Income: Not spooked yet
|
Oct 30, 2025 |
|
Asia Cross Asset Podcast: From Abenomics to ‘Sanae-nomics’ - What to expect for Japan policies, markets and the Yen
|
Oct 28, 2025 |
|
At Any Rate: Of funding and refundings
|
Oct 24, 2025 |
|
Global FX: Japan focus, US/China, PMIs, Fed/ECB
|
Oct 24, 2025 |
|
Global Commodities: Oil glut paves way for stronger sanctions. If enforced
|
Oct 24, 2025 |
|
EM Fixed Income: Reviewing the global & previewing the upcoming idiosyncratic
|
Oct 23, 2025 |
|
Taking stock of the evolving value proposition of stablecoins
|
Oct 23, 2025 |
|
Global Commodities: Cocoa demand crunch not as bitter as feared
|
Oct 20, 2025 |
|
US Rates - Does QT's end matter for funding and Treasury markets?
|
Oct 17, 2025 |