At Any Rate

434 Episodes

1. Global Commodities: 2025 Outlook: bullish on gold for third year; supply-constrained base metals offer better value than oversupplied oil

   Published: 12/6/2024
2. Global FX: Central banks back in focus for FX next week

   Published: 12/6/2024
3. US Rates Strategy: 2025 US Rates Outlook

   Published: 12/4/2024
4. Global FX, Rates & Economics: Scandi Year Ahead Outlook

   Published: 11/27/2024
5. Global FX Volatility Outlook 2025

   Published: 11/27/2024
6. EM Fixed Income: Emerging Markets Outlook & Strategy for 2025

   Published: 11/27/2024
7. Global FX Macro Outlook: The buck doesn’t stop here

   Published: 11/27/2024
8. Global Rates: European rates 2025 outlook

   Published: 11/27/2024
9. Global Commodities: Oil Outlook 2025/2026: Promises made, promises kept

   Published: 11/22/2024
10. EM as an Asset Class 2024

    Published: 11/19/2024
11. US Rates Strategy: Core CPI inflation holds above 3%, but where is the love for TIPS?

    Published: 11/16/2024
12. Global Commodities: European Natural Gas: Weather and supply-side risks tighten their grip on price

    Published: 11/15/2024
13. Global FX: Are trade risks already priced into currencies?

    Published: 11/15/2024
14. At Any Rate: Treasury futures quarterly roll

    Published: 11/12/2024
15. Global FX: “Nobody has what we have”

    Published: 11/8/2024
16. Global Rates: A busy week for European rate markets

    Published: 11/8/2024
17. Global Commodities: What’s next for metals after a Trump election victory?

    Published: 11/8/2024
18. EM Fixed Income: US Election First Reactions

    Published: 11/8/2024
19. Global FX: Surveying the FX landscape ahead of the US election

    Published: 11/1/2024
20. Global Commodities: 2024 US Election Watch—Cutting Through the Noise

    Published: 11/1/2024