At Any Rate

474 Episoder

1. Global Commodities: Copper fireworks overshadow a looser-than-expected refined market in China

   Publisert: 20.5.2024
2. Global FX and Economics: Significant Yen weakness from domestic policy trade-offs is a future risk

   Publisert: 17.5.2024
3. US Rates: The June-September Treasury futures roll

   Publisert: 16.5.2024
4. Global FX and Economics: Central Bank Policy Divergence

   Publisert: 10.5.2024
5. EM Fixed Income: Emerging Markets Outlook & Strategy for May

   Publisert: 10.5.2024
6. Global FX and US Rates: If you think this is over, then you’re wrong

   Publisert: 3.5.2024
7. EM Fixed Income: Taking stock

   Publisert: 3.5.2024
8. US Rates: Term Funding Premium and the Term Structure of Swap Spreads

   Publisert: 2.5.2024
9. Global FX and Economics: Everything, all at once from BoJ but yen looks away for now

   Publisert: 19.3.2024
10. Thoughts on the Feb inflation data, the Fed, and US rates markets

    Publisert: 15.3.2024
11. Global FX: Central bank central

    Publisert: 15.3.2024
12. Global Commodities: Russia can maintain current oil exports until June. Expect contentious June OPEC+ meeting

    Publisert: 15.3.2024
13. EM Fixed Income: What would a shallow US cutting cycle mean for EM assets?

    Publisert: 14.3.2024
14. The sun is the same, in a relative way, but vol is lower

    Publisert: 11.3.2024
15. Global FX & Economics: Not safe yet

    Publisert: 8.3.2024
16. Global Commodities: Gold Rushes to Record Highs

    Publisert: 8.3.2024
17. Emerging Markets - The EM Fixed Income Sustainable Debt Asset Class

    Publisert: 6.3.2024
18. Global Commodities: Moving along the electrification road

    Publisert: 4.3.2024
19. Spreadbites: High Yield & Leveraged Finance 2024 Conference Takeaways

    Publisert: 4.3.2024
20. Global Rates: March ECB meeting and UK Spring Budget – implications for Eur and UK rates markets

    Publisert: 4.3.2024