At Any Rate

326 Episodes

1. EM Fixed Income: No one said it would be easy

   Published: 2/15/2024
2. US Rates: Valentine’s Day Special – Lots to Love in the Treasury Futures market

   Published: 2/14/2024
3. EM Fixed Income: Emerging Markets Outlook & Strategy for February

   Published: 2/13/2024
4. Global FX: Tariff risks and US exceptionalism support the Dollar

   Published: 2/9/2024
5. Global Commodities: How to gain $10 in three months

   Published: 2/9/2024
6. Global FX: After the storm

   Published: 2/2/2024
7. EM Fixed Income: Trying to stay on the straight and narrow

   Published: 2/2/2024
8. Global Commodities: Higher, with a little help from China

   Published: 2/2/2024
9. Global FX and EM: Yield compression and the carry-value rotation

   Published: 1/30/2024
10. Global Rates & Economics: BoE on hold with a dovish pivot

    Published: 1/29/2024
11. US Rates: The calm before the (policy) storm

    Published: 1/27/2024
12. Global FX: The dovish tide floods FX

    Published: 1/26/2024
13. Global Commodities: Supply Risks - Copper at a breaking point; Biden halts LNG export approvals

    Published: 1/26/2024
14. US Rates: Polar vortex duration extension

    Published: 1/22/2024
15. Global Rates: January ECB meeting and Euro rate markets

    Published: 1/22/2024
16. Global FX: Something’s starting to give

    Published: 1/19/2024
17. Global Commodities: What is a balanced market worth?

    Published: 1/19/2024
18. EM Fixed Income: It's going to be a long year (again)

    Published: 1/18/2024
19. EM Fixed Income: Türkiye – High Hopes, Continuing Caution

    Published: 1/16/2024
20. US Rates: Takeaways from December inflation and Red Sea trade disruptions

    Published: 1/12/2024