At Any Rate

474 Episodes

1. Global Macro Research: Waiting on Words (and data)

   Published: 3/1/2024
2. Global Rates - Euro area government bond demand update

   Published: 2/28/2024
3. US Rates: Slowly but surely, pushing back the QT taper timeline

   Published: 2/26/2024
4. Global FX: Give me a (range) break

   Published: 2/23/2024
5. Global Commodities: Learnings from Earnings: One US gas producer steps up; European industrial demand starts its comeback

   Published: 2/23/2024
6. US Rates: Breaking down the strong January inflation data

   Published: 2/16/2024
7. Global Commodities: US Natural Gas – Max Pain

   Published: 2/16/2024
8. Global FX: What gives?

   Published: 2/16/2024
9. EM Fixed Income: No one said it would be easy

   Published: 2/15/2024
10. US Rates: Valentine’s Day Special – Lots to Love in the Treasury Futures market

    Published: 2/14/2024
11. EM Fixed Income: Emerging Markets Outlook & Strategy for February

    Published: 2/13/2024
12. Global FX: Tariff risks and US exceptionalism support the Dollar

    Published: 2/9/2024
13. Global Commodities: How to gain $10 in three months

    Published: 2/9/2024
14. Global FX: After the storm

    Published: 2/2/2024
15. EM Fixed Income: Trying to stay on the straight and narrow

    Published: 2/2/2024
16. Global Commodities: Higher, with a little help from China

    Published: 2/2/2024
17. Global FX and EM: Yield compression and the carry-value rotation

    Published: 1/30/2024
18. Global Rates & Economics: BoE on hold with a dovish pivot

    Published: 1/29/2024
19. US Rates: The calm before the (policy) storm

    Published: 1/27/2024
20. Global FX: The dovish tide floods FX

    Published: 1/26/2024