At Any Rate

326 Episodes

1. Global FX and Economics: Everything, all at once from BoJ but yen looks away for now

   Published: 3/19/2024
2. Thoughts on the Feb inflation data, the Fed, and US rates markets

   Published: 3/15/2024
3. Global FX: Central bank central

   Published: 3/15/2024
4. Global Commodities: Russia can maintain current oil exports until June. Expect contentious June OPEC+ meeting

   Published: 3/15/2024
5. EM Fixed Income: What would a shallow US cutting cycle mean for EM assets?

   Published: 3/14/2024
6. The sun is the same, in a relative way, but vol is lower

   Published: 3/11/2024
7. Global FX & Economics: Not safe yet

   Published: 3/8/2024
8. Global Commodities: Gold Rushes to Record Highs

   Published: 3/8/2024
9. Emerging Markets - The EM Fixed Income Sustainable Debt Asset Class

   Published: 3/6/2024
10. Global Commodities: Moving along the electrification road

    Published: 3/4/2024
11. Spreadbites: High Yield & Leveraged Finance 2024 Conference Takeaways

    Published: 3/4/2024
12. Global Rates: March ECB meeting and UK Spring Budget – implications for Eur and UK rates markets

    Published: 3/4/2024
13. Global Macro Research: Waiting on Words (and data)

    Published: 3/1/2024
14. Global Rates - Euro area government bond demand update

    Published: 2/28/2024
15. US Rates: Slowly but surely, pushing back the QT taper timeline

    Published: 2/26/2024
16. Global FX: Give me a (range) break

    Published: 2/23/2024
17. Global Commodities: Learnings from Earnings: One US gas producer steps up; European industrial demand starts its comeback

    Published: 2/23/2024
18. US Rates: Breaking down the strong January inflation data

    Published: 2/16/2024
19. Global Commodities: US Natural Gas – Max Pain

    Published: 2/16/2024
20. Global FX: What gives?

    Published: 2/16/2024