At Any Rate

434 Episodes

1. US Rates: Putting the “Fun” in Funding and the Quarterly Refunding

   Published: 7/26/2024
2. Global Rates, US Credit: Spreadbites Spreads, Politics, and the Consumer

   Published: 7/23/2024
3. Global FX: USD down but not out(age)

   Published: 7/22/2024
4. Global Commodities: 2024 US Election Watch—Reassessing implications for Commodities under a Red Wave

   Published: 7/19/2024
5. EM Fixed Income: Goldilocks and the US election

   Published: 7/18/2024
6. US Rates Strategy: Trading Principal Factor Volatility

   Published: 7/17/2024
7. EM Fixed Income: The data vs the US elections

   Published: 7/12/2024
8. Global FX: On Japan intervention/ GPIF, dollar supports and European data

   Published: 7/12/2024
9. EM Fixed Income: The data vs the US elections

   Published: 7/12/2024
10. Global Commodities: A dichotomy in the oil balance

    Published: 7/12/2024
11. US Rates: US Rates Markets 2024 Mid-year Outlook

    Published: 7/8/2024
12. Global Commodities: Supply insecure—China’s imports of commodities at all-time highs and likely to stay that way

    Published: 7/5/2024
13. Global Rates & Economics: State of play after the first round of the French election, UK election update

    Published: 7/2/2024
14. Global FX: Strong dollar and other macro FX themes in 2H

    Published: 6/28/2024
15. Global FX: FX volatility bumpy, but capped in H2

    Published: 6/28/2024
16. Global Commodities: If you need oil this summer, who you gonna call?

    Published: 6/28/2024
17. US Rates: Stablecoins are gaining ground

    Published: 6/27/2024
18. US Rates: Digging into Treasury market liquidity trends

    Published: 6/21/2024
19. Global FX: Parsing more policy & growth divergence for FX

    Published: 6/21/2024
20. Global Commodities: Got Commodities this summer?

    Published: 6/21/2024