At Any Rate

474 Episodes

1. Global FX and Rates: US moderation vs. tariffs tunes

   Published: 2/28/2025
2. Global Commodities: Copper — From tariffs to tightness

   Published: 2/28/2025
3. US Rates - Monthly inflation outlook: Looking for value amid global inflation cross-currents

   Published: 2/27/2025
4. EM Fixed Income Focus: Revolving market regimes

   Published: 2/27/2025
5. European Rates: Analysing Eurex futures roll

   Published: 2/25/2025
6. EM Fixed Income: Argentina: Is this time different?

   Published: 2/25/2025
7. Global FX and Economics: German elections - “The world isn’t waiting” but the euro will have to

   Published: 2/24/2025
8. US Rates – Everybody knows this is nowhere

   Published: 2/21/2025
9. Global FX: Fed, not trade, is weighing on the dollar

   Published: 2/21/2025
10. Global Commodities: The Trump doctrine: 2025 a pivotal year for Iran with likely minimal impact on production

    Published: 2/21/2025
11. Global Rates, EM & Economics: Q&A on European defence spending and Ukraine

    Published: 2/20/2025
12. Global FX, Commodities and EM: Implications of Russia-Ukraine cease-fire

    Published: 2/14/2025
13. EM Fixed Income: Noise versus Signal

    Published: 2/13/2025
14. U.S. Rates - The March – June Treasury futures roll

    Published: 2/12/2025
15. Global FX and US rates: Payrolls special

    Published: 2/7/2025
16. Global Commodities: Global Natural Gas: Increased Russian pipeline gas to Europe?

    Published: 2/7/2025
17. U.S. Rates - DeepFreeze

    Published: 1/31/2025
18. Global FX & Equities: Dollar/ equity linkages and the upcoming tariff announcement

    Published: 1/31/2025
19. Global Commodities: $45 is the new $55

    Published: 1/31/2025
20. EM Fixed Income Focus: Tech ‘n’ Tariffs

    Published: 1/31/2025