At Any Rate

474 Episodes

1. Global Commodities: Chinese jet fuel demand key to global oil demand growth

   Published: 3/10/2023
2. Global FX: It’s complicated

   Published: 3/10/2023
3. Big Data & AI Strategies: Macro Risk News Report - VXY Mariner Edition

   Published: 3/9/2023
4. Global FX and US rates - The uncomfortable calm before the storm

   Published: 3/6/2023
5. Japan Markets: The BoJ cannot catch up with RoW: JPY is back to the weakest currency again

   Published: 2/27/2023
6. Global Commodities: Taking stock of China’s reopening – a slow start

   Published: 2/24/2023
7. Global FX—Wake me up when March ends

   Published: 2/24/2023
8. EM Fixed Income: Four seasons in one day

   Published: 2/23/2023
9. Global Commodities: Gold to break $2,000 this year

   Published: 2/10/2023
10. Global FX: A lot to process

    Published: 2/10/2023
11. EM Fixed Income Focus: Bonanza week ends (net) supportive for EM

    Published: 2/3/2023
12. Global FX & EM: When Fed and growth collide

    Published: 2/3/2023
13. Global Commodities: Americans drive more on less

    Published: 2/3/2023
14. Global FX: FX vol could be the next casualty of a weak dollar

    Published: 1/27/2023
15. Global Commodities: Europe and Russia prepared to navigate upcoming products embargo

    Published: 1/27/2023
16. EM Fixed Income: Has positioning run too far?

    Published: 1/26/2023
17. Global FX: No let-up in the dollar’s cyclical headwinds

    Published: 1/20/2023
18. Global Commodities: China’s reopening supports $90 Brent as weather hurts global gas prices

    Published: 1/20/2023
19. EM Fixed Income: Has a China reopening been priced?

    Published: 1/19/2023
20. Global FX: Discussing new FX targets

    Published: 1/13/2023