At Any Rate

474 Episoder

1. Japan Markets: BoJ’s policy and Japan markets update

   Publisert: 25.7.2022
2. Global FX: A fragile summer

   Publisert: 22.7.2022
3. EM Fixed Income: Looking kinda stressed

   Publisert: 21.7.2022
4. Global FX: Hot week for EUR/USD

   Publisert: 18.7.2022
5. US Rates: The hike of the century?

   Publisert: 16.7.2022
6. Commodities Focus: Macro stress confounds fundamentals as ag weather risks turn to threats

   Publisert: 15.7.2022
7. At Any Rate: The gas crunch and implications for European macro, rates and FX

   Publisert: 12.7.2022
8. Commodities Focus: Oil price forecasts: baseline and risks **Corrected link to related research**

   Publisert: 8.7.2022
9. Japan Markets: Catching up on Japan markets

   Publisert: 7.7.2022
10. Commodities Focus: Oil price cap and the law of unintended consequences

    Publisert: 2.7.2022
11. US Rates: The Fed’s Shrinkage

    Publisert: 30.6.2022
12. Commodities Focus: Band-Aid on a crack

    Publisert: 24.6.2022
13. Global Rates: 2H22 European Rates Outlook: Less Convergence or More Divergence?

    Publisert: 24.6.2022
14. At Any Rate: Goodbye to Negative Yields: What to own in world of rising yields over the long term

    Publisert: 22.6.2022
15. Global Commodities: Mid-Year Commodities Outlook: Illiquid Fragility

    Publisert: 17.6.2022
16. US Rates: The Fed goes big

    Publisert: 15.6.2022
17. EM Fixed Income: Ongoing tightening in global financial conditions will remain a challenge for EM fixed income in 2H22

    Publisert: 13.6.2022
18. Commodities Focus: Don’t be fuelish

    Publisert: 10.6.2022
19. Commodities Focus: Higher for longer - redistributing the heat in agri prices over the medium term

    Publisert: 3.6.2022
20. US Rates: Broken WNdows: What’s ailing treasury futures?

    Publisert: 1.6.2022