At Any Rate

474 Episodes

1. EM Fixed Income Focus: Mid-year debates around value in local markets and hard currency

   Published: 6/30/2023
2. EM Fixed Income: Rays of Light in Frontier Markets - Takeaways from our annual Frontier Markets Fixed Income Conference

   Published: 6/27/2023
3. Global FX: USD bullish going into 2H

   Published: 6/23/2023
4. Global Rates 2H23 Outlook: The last leg of the tightening journey

   Published: 6/23/2023
5. Emerging Markets Special Topic: The Evolving EM Sovereign Debt Restructuring Landscape

   Published: 6/16/2023
6. Global Commodities: Oil Markets: The Labors of Sisyphus

   Published: 6/16/2023
7. Global FX, EM Fixed Income & Global Commodities: Deciphering de-dollarization

   Published: 6/15/2023
8. Global FX : Marking USD higher on cooling global growth

   Published: 6/9/2023
9. Global Commodities: US Energy Supply: US oil liquids production trends toward a second record-breaking year. Natural gas declines expected by July

   Published: 6/9/2023
10. Global FX: The bullish dollar implications of the impending liquidity storm

    Published: 6/5/2023
11. Global Commodities: OPEC+ preview: another cut, complicated by record US production. Communication as important as action.

    Published: 6/2/2023
12. US Rates: What the debt ceiling resolution means for rates markets

    Published: 6/2/2023
13. Global Commodities: European Natural Gas: The summer price slide

    Published: 5/26/2023
14. EM Fixed Income Focus: Good HY (local) vs bad HY (hard currency)

    Published: 5/25/2023
15. Global Commodities: OECD oil inventories begin to draw

    Published: 5/19/2023
16. Global FX : Winds of change

    Published: 5/19/2023
17. EM Fixed Income Focus: EM alpha competes with beta for attention

    Published: 5/18/2023
18. Global FX : Big risks, narrow base-cases

    Published: 5/12/2023
19. Global FX : Fearing fear itself

    Published: 5/5/2023
20. Global Commodities: Precious metals outlook outshines base

    Published: 5/5/2023