At Any Rate

474 Episodes

1. Commodities Focus: PGM supply risk premium hits yet another auto production pothole

   Published: 5/27/2022
2. EM Fixed Income: Fading the bear market bounce in EM local markets

   Published: 5/26/2022
3. Commodities Focus: Cruel summer: US gasoline prices to break above $6

   Published: 5/20/2022
4. EM Fixed Income: EM fixed income technical support is not as broad as assumed

   Published: 5/20/2022
5. At Any Rate: Unstable Coins

   Published: 5/13/2022
6. Global Commodities: Commodities Supply Chains in a New International Order - Bretton Woods 2.0

   Published: 5/13/2022
7. Commodities Focus: Agriculture’s Vulnerability vs Food Security

   Published: 4/29/2022
8. US Rates: US Municipals - 1Q22: Bowed but not broken

   Published: 4/28/2022
9. EM Fixed Income: Gravity pulls EM FX down to the rest of the asset class

   Published: 4/28/2022
10. EM Fixed Income: EM sovereign climate strategies have significant growth potential

    Published: 4/27/2022
11. US Rates: May the 4th be with you

    Published: 4/25/2022
12. Commodities Focus: US Natural Gas: Is there a difference between $5/MMBtu and $10/MMBtu?

    Published: 4/22/2022
13. Commodities Focus: Hopping around the latest headlines in base and precious metals

    Published: 4/14/2022
14. Global Commodities: Europe’s conscious uncoupling — Energy Diversification, Bans, and Strategic Reserves

    Published: 4/8/2022
15. Commodities Focus: We’re not in Kansas anymore - Uncertainty on both side of the Agriculture equation

    Published: 4/1/2022
16. EM Fixed Income: The signals for EM fixed income from US yield curve inversion

    Published: 3/31/2022
17. Global FX: A deeper dive into USD/JPY

    Published: 3/30/2022
18. At Any Rate: Mind the gap: The pandemic’s scar on gender parity

    Published: 3/28/2022
19. Securitized Products: State of the Market

    Published: 3/25/2022
20. EM Fixed Income: Lessons for EM after a month of the Russia/Ukraine war

    Published: 3/24/2022