At Any Rate
Episodes
Global Commodities: Aluminum’s premium paralysis
13 Jun 2025
Contributed by Lukas
Speakers: Greg Shearer, Head of Base & Precious Metals Research This podcast was recorded on June 13, 2025. The surprise increase in US aluminu...
US Rates: IORB, WFC, SLR, Oh My!
10 Jun 2025
Contributed by Lukas
Speakers: Teresa Ho Gentile, Head of US Short Duration Strategy Ipek Ozil, Head of US Interest Rate Derivatives Strategy Teresa Ho and Ipek Ozil ...
Macro Corporate Spotlight - De-dollarization: Fact and fable
10 Jun 2025
Contributed by Lukas
De-dollarization has increasingly become a substantive topic of discussion among corporate clients and market participants more broadly. We discuss de...
Global Commodities: Agri market globetrotting, outlook and risks ahead
06 Jun 2025
Contributed by Lukas
In this episode we will globetrot around key production regions, discussing the risks and outlook across agri market. Speaker: Tracey Allen, Head...
Global FX: The dollar, ECB, Treasury manipulator report and the 2H’25 outlook for EM FX
06 Jun 2025
Contributed by Lukas
This week, our Global FX and EM FX Strategists discuss the strategic dollar view given recent US data, impacts on EUR from the ECB and read-throughs f...
EM Fixed Income: EM outlook for 2H25
06 Jun 2025
Contributed by Lukas
Jonny Goulden, Saad Siddiqui, Nora Szentivanyi and Ben Ramsey discuss the outlook for Emerging Markets in 2H25. This podcast was recorded on 06 Jun...
Global Rates: European rates market topics: The ECB, cross currency basis and €-SSA markets
06 Jun 2025
Contributed by Lukas
In this podcast, Francis Diamond, Khagendra Gupta and Matteo Mamprin discuss a range of different European rate market topics covering the recent ECB ...
Asia Cross Asset: What's going on in JGBs?
05 Jun 2025
Contributed by Lukas
Featured in this podcast are Arindam Sandilya, Ayako Fujita, Takafumi Yamawaki, and Tim West. JPMorgan’s Japan macro team discusses the causes of an...