At Any Rate

474 Episodes

1. Global Commodities: A Cry for Shale: Outlook for US oil and natural gas production

   Published: 2/4/2022
2. EM Fixed Income: The curious case of sovereign credit underperformance versus local markets

   Published: 2/3/2022
3. Global Commodities: Russia’s influence on the commodities complex

   Published: 1/28/2022
4. EM Fixed Income: Don’t get carried away in EM FX

   Published: 1/27/2022
5. US Rates: What we learned from the January FOMC meeting

   Published: 1/27/2022
6. US Rates: Which way is up for the Fed?

   Published: 1/14/2022
7. Securitized Products: Charging for Chalets – FHFA Boosts LLPAs

   Published: 1/12/2022
8. US Rates: Tales of the taper

   Published: 12/16/2021
9. Securitized Products: Home Price, Commercial Real Estate and Mortgage Rate 2022 Outlook

   Published: 12/8/2021
10. US Rates: Outlook for Corporate Bonds in 2022

    Published: 12/1/2021
11. At Any Rate: Thoughts on US & European Interest Rates for 2022

    Published: 11/30/2021
12. At Any Rate: Known unknowns

    Published: 11/5/2021
13. At Any Rate: How soon is now

    Published: 9/23/2021
14. At Any Rate: More than meets the eye

    Published: 9/13/2021
15. Any Future for Bonds in 60/40?

    Published: 8/3/2021
16. U.S. Fixed Income: The outlook for rates in 2H21

    Published: 6/30/2021
17. U.S. Fixed Income: Demographic Duration Demand in the Long End

    Published: 4/22/2021
18. ESG Investing: The Future of Green Hydrogen

    Published: 4/1/2021
19. The Policy Momentum for ESG Acceleration in 2021

    Published: 3/17/2021
20. Still Waiting on SLR: The Impact on Banks, Spreads, and Rates

    Published: 3/16/2021