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 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 |
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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 |
|
Global Rates – And now my fears, they come to me in threes
|
May 08, 2026 |
|
Global Commodities: An Inventory Detour
|
May 08, 2026 |
|
Global FX: Yentervention and other FX policy stories
|
May 08, 2026 |
|
EM Fixed Income: Parsing peace talks and payrolls
|
May 07, 2026 |
|
In Focus: Equity & Credit Update on AI CapEx
|
May 04, 2026 |
|
US Rates - I won’t see you next time
|
May 01, 2026 |
|
Global Commodities: It’s Simple Math
|
May 01, 2026 |
|
Global FX: Yen intervention, re-assessing USD bearish view, central bank rundown
|
May 01, 2026 |
|
EM Fixed Income: To every thing there is a season
|
Apr 30, 2026 |
|
Global Commodities: Running the Numbers on Gas
|
Apr 24, 2026 |
|
Global Rates: Central banks likely to wait-and-see against a backdrop of ongoing Middle-East uncertainty
|
Apr 24, 2026 |
|
Global FX: De-dollarization, GBP deep-dive, DM central banks
|
Apr 24, 2026 |
|
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 |
|
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 |
|
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 |