At Any Rate

326 Episodes

1. Global FX: Spotlight on CNY, JPY and Antipodean FX

   Published: 1/12/2024
2. US Rates: History rhymes

   Published: 1/6/2024
3. Global FX: It isn’t getting easier in the New Year

   Published: 1/5/2024
4. Global FX: Central bank outcomes and implications for FX

   Published: 12/15/2023
5. Global Commodities: Observational equivalence—$74 in December, high $80s by May

   Published: 12/15/2023
6. Global FX: A lot of 2024 optimism is in the price

   Published: 12/8/2023
7. Global Commodities: Is the 2025 US natural gas bullish trade over?

   Published: 12/8/2023
8. 2024 Interest Rate Derivatives Outlook

   Published: 12/5/2023
9. Global Commodities: 2024 Commodities Outlook: Structurally bullish gold for second consecutive year, bullish opportunities in oil and gas more tactical

   Published: 11/29/2023
10. Global FX: FX Derivatives 2024 Outlook

    Published: 11/27/2023
11. Global Commodities: Oil Outlook 2024/2025 - OPEC Preview: The Endgame

    Published: 11/22/2023
12. Global FX Macro Outlook for 2024

    Published: 11/22/2023
13. EM Fixed Income: Emerging Markets Outlook and Strategy for 2024

    Published: 11/22/2023
14. Global Rates: 2024 Outlook

    Published: 11/22/2023
15. TTF price premium supported by weather uncertainty and the constant reminder of supply shocks

    Published: 11/10/2023
16. US Rates: Death Cab for QT?

    Published: 11/9/2023
17. EM Fixed Income: Fast then slow

    Published: 11/9/2023
18. Global FX: US Macro & Market Update

    Published: 11/7/2023
19. EM Fixed Income: Riding the EM FX relief rally

    Published: 11/3/2023
20. Global Commodities: The probability of something that never happened

    Published: 11/3/2023