At Any Rate

434 Episodes

1. US Rates: Trick or treat: recapping the November refunding announcement

   Published: 10/31/2024
2. EM Fixed Income: EM assets into the US election

   Published: 10/31/2024
3. U.S. Rates - Counting down to November

   Published: 10/25/2024
4. EM Fixed Income: Give EM Credit Where It’s Due EM Corporate 2025 Default Outlook

   Published: 10/25/2024
5. Global FX and European Economics: Gauging the EUR growth, policy and FX impact from potential tariffs

   Published: 10/25/2024
6. Global Commodities: Gold gains as upcoming US election restokes the “debasement trade”

   Published: 10/25/2024
7. Spreadbites ‒ All-in Yields, the Election, Private Credit and Alternative Strategies for Sourcing Carry in the ‘Just Enough World’

   Published: 10/22/2024
8. US Rates: Fed funds as a gauge of liquidity?

   Published: 10/18/2024
9. Global Commodities: London Sugar Week Takeaways – weather and policy driving an uncertain outlook

   Published: 10/18/2024
10. Global FX: Dollar strength and other highlights from the week

    Published: 10/18/2024
11. Global Rates: ECB to cut but no fireworks, UK budget concerns appear overblown

    Published: 10/15/2024
12. US Rates: Reviewing September inflation and the Treasuries sell-off

    Published: 10/12/2024
13. Global FX: US elections: A roadmap for FX and hedges

    Published: 10/11/2024
14. Global Commodities: High maintenance

    Published: 10/11/2024
15. US Rates: The Fall Classic

    Published: 10/5/2024
16. Global Commodities: This time, it feels different

    Published: 10/4/2024
17. Global FX: It was hard enough in the first place

    Published: 10/4/2024
18. EM Fixed Income Focus: The impact of geopolitics on EM

    Published: 10/2/2024
19. Global FX and Commodities: Everything Everywhere All at once

    Published: 9/27/2024
20. EM Fixed Income Focus: Building support for EM fixed income ahead of US election event risks

    Published: 9/26/2024