At Any Rate

474 Episodes

1. Global FX: Dollar strength moves up a gear

   Published: 9/29/2023
2. Global Commodities: Waiting for weather

   Published: 9/29/2023
3. Global Economics, Rates and FX: Scandinavia - Diverging outlooks

   Published: 9/28/2023
4. Global Rates - Evolution of demand for Euro area government bonds

   Published: 9/27/2023
5. Global FX: Rates divergence to sustain dollar strength

   Published: 9/22/2023
6. Global Commodities: Bullish oil cues begin to exhaust even as Russia temporarily bans motor fuel exports

   Published: 9/22/2023
7. Global Rates - European inflation markets, oil won’t boil breakevens

   Published: 9/22/2023
8. Global Rates: BoJ, Fed and BoE meetings and read across to European rate markets

   Published: 9/18/2023
9. Global FX - FX views going into G10 central bank Superweek

   Published: 9/15/2023
10. Global Rates: Scandinavia monthly interest rate outlook: The final step?

    Published: 9/12/2023
11. Global FX : Take-aways for US rates and FX pre- ECB and Fed

    Published: 9/11/2023
12. Global Rates - Euro rate markets - ECB to hike or skip in September?

    Published: 9/11/2023
13. EM Fixed Income: EM implications of higher-for-longer US rates

    Published: 9/8/2023
14. Global Commodities: $90 in September, $86 in December

    Published: 9/8/2023
15. Global FX: USD labors into the autumn

    Published: 9/5/2023
16. Global Rates - Global SSA Outlook

    Published: 8/31/2023
17. Global Rates: Rolling into December 2023

    Published: 8/30/2023
18. US Rates: Navigating by the stars, when R-star is blurry

    Published: 8/30/2023
19. Global FX : The bearish case for CNY, EUR and JPY

    Published: 8/18/2023
20. US Rates: Early delivery, position technicals, and a not-so-wild wildcard

    Published: 8/15/2023