At Any Rate

474 Episodes

1. Japan Markets: BoJ’s policy and Japan markets update

   Published: 7/25/2022
2. Global FX: A fragile summer

   Published: 7/22/2022
3. EM Fixed Income: Looking kinda stressed

   Published: 7/21/2022
4. Global FX: Hot week for EUR/USD

   Published: 7/18/2022
5. US Rates: The hike of the century?

   Published: 7/16/2022
6. Commodities Focus: Macro stress confounds fundamentals as ag weather risks turn to threats

   Published: 7/15/2022
7. At Any Rate: The gas crunch and implications for European macro, rates and FX

   Published: 7/12/2022
8. Commodities Focus: Oil price forecasts: baseline and risks **Corrected link to related research**

   Published: 7/8/2022
9. Japan Markets: Catching up on Japan markets

   Published: 7/7/2022
10. Commodities Focus: Oil price cap and the law of unintended consequences

    Published: 7/2/2022
11. US Rates: The Fed’s Shrinkage

    Published: 6/30/2022
12. Commodities Focus: Band-Aid on a crack

    Published: 6/24/2022
13. Global Rates: 2H22 European Rates Outlook: Less Convergence or More Divergence?

    Published: 6/24/2022
14. At Any Rate: Goodbye to Negative Yields: What to own in world of rising yields over the long term

    Published: 6/22/2022
15. Global Commodities: Mid-Year Commodities Outlook: Illiquid Fragility

    Published: 6/17/2022
16. US Rates: The Fed goes big

    Published: 6/15/2022
17. EM Fixed Income: Ongoing tightening in global financial conditions will remain a challenge for EM fixed income in 2H22

    Published: 6/13/2022
18. Commodities Focus: Don’t be fuelish

    Published: 6/10/2022
19. Commodities Focus: Higher for longer - redistributing the heat in agri prices over the medium term

    Published: 6/3/2022
20. US Rates: Broken WNdows: What’s ailing treasury futures?

    Published: 6/1/2022