At Any Rate

474 Episodes

1. US Credit: US Credit Markets one week after the Fed rate hiking cycle began

   Published: 3/23/2022
2. Global FX: Unpacking the Fed and China developments for FX

   Published: 3/23/2022
3. Global Commodities: Breaking up is hard to do – can Europe disconnect from Russian energy?

   Published: 3/18/2022
4. EM Fixed Income: There are only so many things EM can focus on at once

   Published: 3/17/2022
5. US Rates: The FOMC starts its journey back to “normal”

   Published: 3/17/2022
6. US Rates: What’s pushing funding spreads?

   Published: 3/14/2022
7. Global Rates: The ECB and the nasty math of energy prices

   Published: 3/11/2022
8. EM Fixed Income: EM stagflation vulnerabilities

   Published: 3/10/2022
9. US Rates: Mounting inflationary pressure in the US

   Published: 3/8/2022
10. Global FX: Considering spillover from geopolitics to FX

    Published: 3/7/2022
11. Global Commodities: One week into the Russian invasion - the state of commodities markets

    Published: 3/4/2022
12. EM Fixed Income: The fog of war

    Published: 2/24/2022
13. Global Rates: BoE QT: Taking the plunge on asset sales

    Published: 2/24/2022
14. Global Commodities: The world is short commodities. China is not. Introducing the Global Commodities Inventory Monitor.

    Published: 2/18/2022
15. EM Fixed Income: EM local yield curves in a flattening world

    Published: 2/17/2022
16. Global FX: Central banks and FX: Take a hike

    Published: 2/14/2022
17. Global Rates: Scandinavia: As dovish as the Riksbank could get

    Published: 2/14/2022
18. Commodities Focus: The macro view on metals

    Published: 2/11/2022
19. At Any Rate: ESG Perspectives - Adding up to Net Zero

    Published: 2/7/2022
20. Global Rates: Hawks in charge

    Published: 2/4/2022