At Any Rate

474 Afleveringen

1. Commodities Focus: PGM supply risk premium hits yet another auto production pothole

   Gepubliceerd: 27-5-2022
2. EM Fixed Income: Fading the bear market bounce in EM local markets

   Gepubliceerd: 26-5-2022
3. Commodities Focus: Cruel summer: US gasoline prices to break above $6

   Gepubliceerd: 20-5-2022
4. EM Fixed Income: EM fixed income technical support is not as broad as assumed

   Gepubliceerd: 20-5-2022
5. At Any Rate: Unstable Coins

   Gepubliceerd: 13-5-2022
6. Global Commodities: Commodities Supply Chains in a New International Order - Bretton Woods 2.0

   Gepubliceerd: 13-5-2022
7. Commodities Focus: Agriculture’s Vulnerability vs Food Security

   Gepubliceerd: 29-4-2022
8. US Rates: US Municipals - 1Q22: Bowed but not broken

   Gepubliceerd: 28-4-2022
9. EM Fixed Income: Gravity pulls EM FX down to the rest of the asset class

   Gepubliceerd: 28-4-2022
10. EM Fixed Income: EM sovereign climate strategies have significant growth potential

    Gepubliceerd: 27-4-2022
11. US Rates: May the 4th be with you

    Gepubliceerd: 25-4-2022
12. Commodities Focus: US Natural Gas: Is there a difference between $5/MMBtu and $10/MMBtu?

    Gepubliceerd: 22-4-2022
13. Commodities Focus: Hopping around the latest headlines in base and precious metals

    Gepubliceerd: 14-4-2022
14. Global Commodities: Europe’s conscious uncoupling — Energy Diversification, Bans, and Strategic Reserves

    Gepubliceerd: 8-4-2022
15. Commodities Focus: We’re not in Kansas anymore - Uncertainty on both side of the Agriculture equation

    Gepubliceerd: 1-4-2022
16. EM Fixed Income: The signals for EM fixed income from US yield curve inversion

    Gepubliceerd: 31-3-2022
17. Global FX: A deeper dive into USD/JPY

    Gepubliceerd: 30-3-2022
18. At Any Rate: Mind the gap: The pandemic’s scar on gender parity

    Gepubliceerd: 28-3-2022
19. Securitized Products: State of the Market

    Gepubliceerd: 25-3-2022
20. EM Fixed Income: Lessons for EM after a month of the Russia/Ukraine war

    Gepubliceerd: 24-3-2022