At Any Rate

474 Episodes

1. Global FX: Scandi and UK FX Outlook

   Published: 5/3/2023
2. Global FX and US Rates: Markets rundown ahead of FOMC and ECB

   Published: 4/28/2023
3. Global Commodities: US Truck Stop - The shift from petrodiesel to renewable diesel begins

   Published: 4/28/2023
4. EM Fixed Income: Facts & fiction of FX reserves diversification

   Published: 4/27/2023
5. Global FX EM — Mind the gap

   Published: 4/21/2023
6. Russia’s oil output has likely declined 250 kbd in March and 500 kbd so far in April

   Published: 4/21/2023
7. EM Fixed Income: United we sell-off, divided we retrace

   Published: 4/20/2023
8. EM Fixed Income: IMF Spring Meetings Update Episode 3 — EM Countries in Crisis

   Published: 4/18/2023
9. EM Fixed Income: IMF Spring Meetings Update Episode 2 — China and it’s Spillover

   Published: 4/18/2023
10. EM Fixed Income: IMF Spring Meetings Update Episode 1 – EM Overview and Key Takeaways

    Published: 4/18/2023
11. Global FX and Europe Credit Research — Axes of differentiation between US and Europe stresses

    Published: 4/14/2023
12. Global Commodities: When the Fed pauses, oil rallies

    Published: 4/14/2023
13. Global Commodities: Brent at below $80 looks $5-7 oversold—what could act as a catalyst?

    Published: 3/31/2023
14. US Rates: Banks are now the first principal component

    Published: 3/28/2023
15. Global FX & US Rates – Fed, banking sector, and the G10 inflation landscape for rates & FX

    Published: 3/27/2023
16. EM Fixed Income: Everything everywhere all at once

    Published: 3/23/2023
17. Global FX: Currencies among rising credit stress

    Published: 3/17/2023
18. Global Commodities: Gold soars, oil swoons and gas shrugs as financial stress spooks markets

    Published: 3/17/2023
19. EM Fixed Income: Unknown unknowns in a late-cycle environment

    Published: 3/16/2023
20. EM Fixed Income: Takeaways from the J.P. Morgan 14th EM Corporate Conference

    Published: 3/15/2023