At Any Rate

474 Episodes

1. Global Commodities: Supply Risks - Copper at a breaking point; Biden halts LNG export approvals

   Published: 1/26/2024
2. US Rates: Polar vortex duration extension

   Published: 1/22/2024
3. Global Rates: January ECB meeting and Euro rate markets

   Published: 1/22/2024
4. Global FX: Something’s starting to give

   Published: 1/19/2024
5. Global Commodities: What is a balanced market worth?

   Published: 1/19/2024
6. EM Fixed Income: It's going to be a long year (again)

   Published: 1/18/2024
7. EM Fixed Income: Türkiye – High Hopes, Continuing Caution

   Published: 1/16/2024
8. US Rates: Takeaways from December inflation and Red Sea trade disruptions

   Published: 1/12/2024
9. Global FX: Spotlight on CNY, JPY and Antipodean FX

   Published: 1/12/2024
10. US Rates: History rhymes

    Published: 1/6/2024
11. Global FX: It isn’t getting easier in the New Year

    Published: 1/5/2024
12. Global FX: Central bank outcomes and implications for FX

    Published: 12/15/2023
13. Global Commodities: Observational equivalence—$74 in December, high $80s by May

    Published: 12/15/2023
14. Global FX: A lot of 2024 optimism is in the price

    Published: 12/8/2023
15. Global Commodities: Is the 2025 US natural gas bullish trade over?

    Published: 12/8/2023
16. 2024 Interest Rate Derivatives Outlook

    Published: 12/5/2023
17. Global Commodities: 2024 Commodities Outlook: Structurally bullish gold for second consecutive year, bullish opportunities in oil and gas more tactical

    Published: 11/29/2023
18. Global FX: FX Derivatives 2024 Outlook

    Published: 11/27/2023
19. Global Commodities: Oil Outlook 2024/2025 - OPEC Preview: The Endgame

    Published: 11/22/2023
20. Global FX Macro Outlook for 2024

    Published: 11/22/2023