At Any Rate

474 Afleveringen

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

   Gepubliceerd: 20-5-2024
2. Global FX and Economics: Significant Yen weakness from domestic policy trade-offs is a future risk

   Gepubliceerd: 17-5-2024
3. US Rates: The June-September Treasury futures roll

   Gepubliceerd: 16-5-2024
4. Global FX and Economics: Central Bank Policy Divergence

   Gepubliceerd: 10-5-2024
5. EM Fixed Income: Emerging Markets Outlook & Strategy for May

   Gepubliceerd: 10-5-2024
6. Global FX and US Rates: If you think this is over, then you’re wrong

   Gepubliceerd: 3-5-2024
7. EM Fixed Income: Taking stock

   Gepubliceerd: 3-5-2024
8. US Rates: Term Funding Premium and the Term Structure of Swap Spreads

   Gepubliceerd: 2-5-2024
9. Global FX and Economics: Everything, all at once from BoJ but yen looks away for now

   Gepubliceerd: 19-3-2024
10. Thoughts on the Feb inflation data, the Fed, and US rates markets

    Gepubliceerd: 15-3-2024
11. Global FX: Central bank central

    Gepubliceerd: 15-3-2024
12. Global Commodities: Russia can maintain current oil exports until June. Expect contentious June OPEC+ meeting

    Gepubliceerd: 15-3-2024
13. EM Fixed Income: What would a shallow US cutting cycle mean for EM assets?

    Gepubliceerd: 14-3-2024
14. The sun is the same, in a relative way, but vol is lower

    Gepubliceerd: 11-3-2024
15. Global FX & Economics: Not safe yet

    Gepubliceerd: 8-3-2024
16. Global Commodities: Gold Rushes to Record Highs

    Gepubliceerd: 8-3-2024
17. Emerging Markets - The EM Fixed Income Sustainable Debt Asset Class

    Gepubliceerd: 6-3-2024
18. Global Commodities: Moving along the electrification road

    Gepubliceerd: 4-3-2024
19. Spreadbites: High Yield & Leveraged Finance 2024 Conference Takeaways

    Gepubliceerd: 4-3-2024
20. Global Rates: March ECB meeting and UK Spring Budget – implications for Eur and UK rates markets

    Gepubliceerd: 4-3-2024