At Any Rate

474 Episoade

1. Global Commodities: Supply Risks - Copper at a breaking point; Biden halts LNG export approvals

   Publicat: 26.01.2024
2. US Rates: Polar vortex duration extension

   Publicat: 22.01.2024
3. Global Rates: January ECB meeting and Euro rate markets

   Publicat: 22.01.2024
4. Global FX: Something’s starting to give

   Publicat: 19.01.2024
5. Global Commodities: What is a balanced market worth?

   Publicat: 19.01.2024
6. EM Fixed Income: It's going to be a long year (again)

   Publicat: 18.01.2024
7. EM Fixed Income: Türkiye – High Hopes, Continuing Caution

   Publicat: 16.01.2024
8. US Rates: Takeaways from December inflation and Red Sea trade disruptions

   Publicat: 12.01.2024
9. Global FX: Spotlight on CNY, JPY and Antipodean FX

   Publicat: 12.01.2024
10. US Rates: History rhymes

    Publicat: 06.01.2024
11. Global FX: It isn’t getting easier in the New Year

    Publicat: 05.01.2024
12. Global FX: Central bank outcomes and implications for FX

    Publicat: 15.12.2023
13. Global Commodities: Observational equivalence—$74 in December, high $80s by May

    Publicat: 15.12.2023
14. Global FX: A lot of 2024 optimism is in the price

    Publicat: 08.12.2023
15. Global Commodities: Is the 2025 US natural gas bullish trade over?

    Publicat: 08.12.2023
16. 2024 Interest Rate Derivatives Outlook

    Publicat: 05.12.2023
17. Global Commodities: 2024 Commodities Outlook: Structurally bullish gold for second consecutive year, bullish opportunities in oil and gas more tactical

    Publicat: 29.11.2023
18. Global FX: FX Derivatives 2024 Outlook

    Publicat: 27.11.2023
19. Global Commodities: Oil Outlook 2024/2025 - OPEC Preview: The Endgame

    Publicat: 22.11.2023
20. Global FX Macro Outlook for 2024

    Publicat: 22.11.2023